DIGITIZING WEALTH MANAGEMENT
Privé Technologies offers an end-to-end modular Wealth Management Platform that allows financial institutions to empower their advisors and provide hyper-personalized solutions.
Want to join our international Team?
We have a great culture and are always on the lookout for talented problem solvers!
2011
Founded by two finance professionals
60+
Institutions using our technology
> 120
Employees across three continents
> 3000+
Individual advisors using our platform
2011
Founded by two finance professionals
60+
Institutions using our technology
> 120+
Employees across three continents
> 3000+
Individual advisors using our platform
Want to join our international Team?
We have a great culture and are always on the lookout for talented problem solvers!
HEAR FROM OUR CLIENTS
Our Solutions
Privé Professional
This is our Wealth Management Platform designed for relationship managers, investment consultants, CIOs and portfolio managers supporting both advisory and discretionary use cases.
Privé Flex
This is our Simplified Journey Builder focused for the mass-affluent and retail client where “wealth management becomes simple”, allowing them to receive digital solutions in an intuitive manner.
Privé Developer
Our API and developer portal allows Institutions and Fintechs to build their own solutions and customer journeys based on any Privé module such as risk analytics, quant engine and market data.
Our Solutions
Privé Professional
This is our Wealth Management Platform designed for relationship managers, investment consultants, CIOs and portfolio managers supporting both advisory and discretionary use cases.
Privé Flex
This is our Simplified Journey Builder focused for the mass-affluent and retail client where “wealth management becomes simple”, allowing them to receive digital solutions in an intuitive manner.
Privé Developer
Our API and developer portal allows Institutions and Fintechs to build their own solutions and customer journeys based on any Privé module such as risk analytics, quant engine and market data.
Benefit from our modular Solutions
30+ MODULES
- Pre-built modules allow for 2x faster deployment
- Use them individually or together to create unique journeys tailored to your needs
CLOUD-BASED
- By leveraging cloud development, Privé’s solutions are low cost and easily scalable
- 4-5x more cost effective than hardware/on premise based deployment
CUSTOMIZABLE
- Modules can be rearranged and integrated according to your needs
- API-based delivery allows for a high degree of flexibility and customization
ONE PLATFORM
- Privé’s modules can also be integrated with third-parties to seamlessly connect different offerings
- Reduce the hassle of navigating different interfaces.
Benefit from our modular Solutions
30+ MODULES
- Pre-built modules allow for 2x faster deployment
- Use them individually or together to create unique journeys tailored to your needs
CLOUD-BASED
- By leveraging cloud development, Privé’s solutions are low cost and easily scalable
- 4-5x more cost effective than hardware/on premise based deployment
CUSTOMIZABLE
- Modules can be rearranged and integrated according to your needs
- API-based delivery allows for a high degree of flexibility and customization
ONE PLATFORM
- Privé’s modules can also be integrated with third-parties to seamlessly connect different offerings
- Reduce the hassle of navigating different interfaces.
Wealth Management Platform
Privé Professional is available as 3 different use cases. All of them are served from the same underlying platform, allowing clients to easily switch between or combine the offerings. .
Advisory
Focused on providing personalized advice
Available as an advisor tool or B2C direct channel.
Covers the full end-to-end wealth management process
Discretionary
Manage multiple strategies and thematic portfolios
Utilize advanced proposal tool to attract new clients
Efficient management with bulk operations
EAM White Label
Full wealth management platform capabilities
From portfolio creation to portfolio reporting
Multi asset and multi jurisdiction capability
Award-winning technology
OVERCOME CHALLENGES
Demand Generation
Our tools help advisors to grow business by getting clients engaged via goal based wealth planning, portfolio health check or proposal tools that use algorithms to take into account personal client preferences.
Operational Efficiency
Benefit from our end-to-end processes and the highest degree of automation without breaks of different systems and environments in between. Our wealth management platform can host anything from retail over mass affluent to private wealth, which better supports advisor-driven and direct-to-consumer cases, including both discretionary and advisory models.
Regulatory Compliance
Rest assured: all of our software is compliant with different regulatory requirements, including KYC regulations, ESG or MiFID.
Strong Client Relationships
Hyperpersonalization allows financial institutions to distinguish themselves by offering tailored and curated solutions at scale. Clients with personalized portfolios, goals and risk profiles that consider not just theirs but their families’ needs, are less likely to buy a competitor’s off-the-shelf product – especially when based directly on fractional securities.
OVERCOME CHALLENGES
Demand Generation
Our tools help advisors to grow business by getting clients engaged via goal based wealth planning, portfolio health check or proposal tools that use algorithms to take into account personal client preferences.
Strong Client Relationships
Hyperpersonalization allows financial institutions to distinguish themselves by offering tailor and curated solutions at scale. Clients with personalized portfolios, goals and risk profiles that consider not just theirs but their families’ needs, are less likely to buy a competitor’s off-the-shelf product – especially when based directly on fractional securities.
Regulatory Compliance
Rest assured: all of our software is compliant with different regulatory requirements, including KYC regulations, ESG or MiFID.
Operational Efficiency
Benefit from our end-to-end processes and the highest degree of automation without breaks of different systems and environments in between. Our wealth management platform can host anything from retail over mass affluent to private wealth, which better supports advisor-driven and direct-to-consumer cases, including both discretionary and advisory models.
TACKLE KEY MEGATRENDS
TACKLE KEY MEGATRENDS
News and Insights
Capturing Investor Mindshare with Personalization
As the wealth management landscape changes rapidly, financial institutions must take care to understand that they need to do more than attract clients–they need to win investor mindshare. Capgemini’s World Wealth Report 2022 found that more than half of millennial...
What is Next for Digital Wealth Management?
The wealth management industry is constantly evolving, and it is important for investors and financial advisors to stay up-to-date on the latest trends and developments. In this article, let’s take a look at what we think will be the top wealth management trends in...
All About Privé’s AI-driven Portfolio Construction Engine
Aiming to target the wealth management megatrend of personalization is a goal that every financial institution should be having to stay competitive. However, achieving this can be a difficult and complicated process. Recognising this need, Privé developed AI GO– our...
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