Ready for
Digital
Transformation ?
I am:
My Concerns Are:
Solutions:
Wealth Planning Driven Robo
Chatbot
Portfolio Proposal Tool
Insurance Management
Text to Speech
Portfolio Health Check
Bionic Advisory
Model Portfolio Driven Robo Advisor
Wealth Planning Portfolio Construction
Ordering Solution
Text to Speech
Robo with Portfolio Construction
Ordering Solution
Reporting Solution with Portfolio XRay
Portfolio Proposal Tool
Model Portfolio Driven Robo Advisor
Ordering Solution
Robo with Portfolio Construction
Portfolio Proposal Tool
Text to Speech
Ordering Solution
Reporting Solution with Portfolio XRay
Portfolio Proposal Tool
Standard APIs
Plugin Solutions
Privé enginges: AI GO Optimizer
Chatbots
Alerts
Commission
Custodian
Execution Broker
Insurance
Investment Explorer
Model Portfolio
Order Mgmt.
Portfolio Comparison
Rebalancer
Reporting Analytics
Risk Profile
User Asset Allocation
vFunds
Wealth Planning
Risk Disclosure TTS
Portfolio Construction
Chatbot
Insurance Management
Reporting
Standard API's
Strukturierte Produkte
AI GO Optimizer
AI GO Optimizer
Software as a Service / Plug in Solutions
Benefit from our modular Solutions
Pure Digitization
Efficient Workflows
New Sources
of Income
Easy
Integration
The Challenge
GROWING YOUR WEALTH MANAGEMENT BUSINESS
Our founders started Privé in 2011 to explore new ways of wealth management technology. As experts in the financial industry, they knew the fantastic potential of banks and insurance companies. However, they also had to learn how difficult it is for financial institutions to capitalize on the potential of digitization – as traditional business models show even lower returns.
Privé was founded with the vision of giving banks and insurance companies easy access to technology. With that in mind, Privé is committed to developing the best technology solutions that will connect you with your customers in a simple, fast, and appealing manner.
Scale your business
Easy to implement, customizable modules enable you to open up new revenue channels and increase revenue.
Be smart, increase efficiency
We provide the ability to save costs by digitizing processes with our “Bank in a Box” solution.
Cover regulatory compliance
We make sure your workflows are thorough and transparent by automating the complete process and reducing the cost of compliance.
Award-winning
technology
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
75 +
Institutions using
our technology
> 160
Employees across
three continents
> 3000
Individual advisors
using our platform
2011
Founded by two
finance professionals
75 +
Institutions using
our technology
> 160
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!
We have clients all over the world
North America
South America
Europe
Asia
Fancy Travelling?
Privé has 8 offices around the globe.
Come and visit us when you’re in town!
Bangkok
173 South Sathorn Rd, ThungMahaMek, Sathon, Bangkok 10120
+852 3157 1234
[email protected]
Frankfurt
Hohemarkstraße 20
61440 Frankfurt/Oberursel
+49 69-3487 7267
[email protected]
Hong Kong (HQ)
+852 3157 1234
[email protected]
Munich
Nordendstraße 62 – 64,
80801 Munich
+49 89 380124710
[email protected]
Singapore
Singapore 227977
+65 6631 8399
[email protected]
Taipei
Neihu District, Taipei
+886 932 044 048
[email protected]
Vienna
Wollzeile 1-3, 3. St., Top 3.1
1010 Vienna
+43 1 512 1724 10
[email protected]
Zurich
News and
Insights
Top 3 Cloud Adoption Trends To Look Out For
Everything from contact tracing to remote working and off-site healthcare solutions, cloud services are revolutionising the way we work, live and communicate. On that note, here are 3 of the biggest trends to look out for when it comes to cloud adoption in the year to...
Exclusive Video: Fintech Trends in Wealth Management at HKFW 2020
Held from 2 Nov to 6 Nov, the Hong Kong FinTech Week 2020 is a global financial technology conference in Asia. With more than 25,000 attendees from over 70 countries, it is one of the region’s most-anticipated events where the participants gains access to keynote...
The Rise of Platforms and Its Impact
Organised by Happyer and Codeaholics, our CEO Charles Wong recently moderated a panel discussion on the rise of platforms and its effect on tech jobs. Held on 4 November 2020, the panellists included: Andy P. Lee, Group Strategy, WeLab Caleb Ho, Software Engineer...
The Cherry on the cake
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