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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. 

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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

“Credit Suisse is committed to providing best-in-class products and services to our clients. We have been at the forefront of the digitalization evolution of the wealth management industry, and are an early mover in digital innovation. As we progress on our journey of digital innovation, Credit Suisse continues to collaborate with technology companies to provide the latest solutions to our clients. We are very excited about this collaboration with Privé and our joint efforts to deliver better technology solutions to EAMs in the region.” Werner Schlossmacher

Head of Platform Management Asia Pacific, Credit Suisse (June 2019)

“The new FundsGuide was another big step towards digitization for us. The teams of HDI Life Insurance and Privé Technologies worked together very effectively and delivered a state-of-the-art robo-advisor solution. The FundsGuide supports our advisors and together with clients they can enjoy a seamless transition from the initial risk profiling, investment preference assessment to portfolio proposal and construction, completing the process with a compliant advisory protocol, all in one place.” Christian Wagner

Head of Product Management Austria, HDI Lebensversicherung AG

Our Solutions

Privé’s award-winning, modular solutions digitize every aspect of an advisor’s, relationship manager’s, investment consultant’s, CIO’s and portfolio manager’s workflow. The solutions include onboarding, risk profiling, investment product search, portfolio construction, comparison and analysis, and a full portfolio management system including rebalancing and order execution. Additionally we offer wealth planning, fees & retrocession calculations, robo advisory solutions, B2C advisory journeys – also available as APIs for developers.

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’s award-winning, modular solutions digitize every aspect of an advisor’s, relationship manager’s, investment consultant’s, CIO’s and portfolio manager’s workflow. The solutions include onboarding, risk profiling, investment product search, portfolio construction, comparison and analysis, and a full portfolio management system including rebalancing and order execution. Additionally we offer wealth planning, fees & retrocession calculations, robo advisory solutions, B2C advisory journeys – also available as APIs for developers.

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

Stay updated

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-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-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

Personalization Clients are accustomed to a Netflix-stye experience of curated and customized offerings. With our solutions, engage in goal-based wealth planning, tailor portfolios considering personal preferences such as investment themes, sustainability or ESG considerations using our patented and award winning AI engine.
Bancassurance Bancassurance needs to go digital. Enjoy fully-automated end-to-end journeys that optimize sales in digital channels. Leverage data and analytics to create personalized and digitally enabled experiences.
Embedded Finance Provide clients with a holistic experience, encourage client retention and differentiate your offerings from your competitors by integrating our cloud-based and modular solutions into existing infrastructure and partner offerings.
360 Degree Client Analysis Increase transparency and provide clients with a comprehensive financial report that includes all of their assets from across all of their different banks and accounts. Analyze the client holdings across all product types (including exotic derivatives) to give the clients a 360 risk analysis.
ESG Sustainability is a megatrend driven by regulation and support is needed to empower clients to invest in sustainable portfolios and industries. Privé allows you to easily review and propose ESG compliant portfolios.

TACKLE KEY MEGATRENDS

Personalization Clients are accustomed to a Netflix-stye experience of curated and customized offerings. With our solutions, engage in goal-based wealth planning, tailor portfolios considering personal preferences such as investment themes, sustainability or ESG considerations using our patented and award winning AI engine.
Bancassurance Bancassurance needs to go digital. Enjoy fully-automated end-to-end journeys that optimize sales in digital channels. Leverage data and analytics to create personalized and digitally enabled experiences.
Embedded Finance Provide clients with a holistic experience, encourage client retention and differentiate your offerings from your competitors by integrating our cloud-based and modular solutions into existing infrastructure and partner offerings.
360 Degree Client Analysis Increase transparency and provide clients with a comprehensive financial report that includes all of their assets from across all of their different banks and accounts. Analyze the client holdings across all product types (including exotic derivatives) to give the clients a 360 risk analysis.
ESG Sustainability is a megatrend driven by regulation and support is needed to empower clients to invest in sustainable portfolios and industries. Privé allows you to easily review and propose ESG compliant portfolios.

News and Insights

Check out more news at our social media channels!
Privé and Google collaborate on landmark report

Privé and Google collaborate on landmark report

As part of Google’s ongoing commitment to help digitize Hong Kong, they, together with Quinlan and Associates, have launched a new report titled Smarter Digital City: Advancing Hong Kong’s FinTech Ecosystem. This report comprehensively reviews the FinTech landscape in...

All about Privé Technologies’ platform approach with AWS 

All about Privé Technologies’ platform approach with AWS 

Privé Technologies was proud to have been able to present our insights on open architecture and ecosystems with our talk on taking a platform approach to digitalisation. Financial institutions are rapidly becoming more interested in transforming data and service silos...

Bridging the digital divide with Privé Technologies

Bridging the digital divide with Privé Technologies

Within the next 10-20 years, it is estimated that over 90% of available jobs will require some form of digital literacy. Privé Technologies believes very strongly in bridging the digital divide, and is proud to work together with Boundless Voices and Grassroots Future...

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