In the latest study on the long-term performance of robo-advisors by the prominent comparison platform Biallo & Team GmbH, Solidvest took home the top spot! During the past 48 months, Solidvest by DJE Kapital AG reported the best performance in the offensive risk class with an impressive returns figure of 35.36%.

Privé is the technology provider of Solidvest‍

Privé Technologies is proud to continue working together with Solidvest. Since its launch in 2017, Solidvest has utilised Privé technology to enable full automation of processes up to integrated order management and order routing, via a FIX interface to Baader Bank. Privé provides Solidvest with the ability to settle fractional shares, allowing clients to begin with lower investment levels. This also allows Solidvest to offer comprehensive savings plans. In addition, Solidvest uses Privé’s patented technology known as ‘Virtual Funds’ or vFunds to manage thematic baskets.

‍

‍A Unique Robo-Advisor

‍As a comprehensive digital wealth management offering, Soldivest sets itself apart from other robo-advisors with its actively managed portfolios. By moving away from the traditional ETF-model portfolios, Solidvest allows its clients to invest in stocks and bonds across the globe.

‍

‍Target the Personalization Megatrend

‍Solidvest further distinguishes itself by being able to offer clients unique and personalized portfolios that are tailored to their investment needs and preferences. Clients can customize their portfolios by selecting from ten different investment themes, such as infrastructure, health, digital innovation and raw materials. In addition to adding what they like, they can also exclude what they dislike and remove specific individual securities from their portfolios. This hands-on experience creates a portfolio the client feels personally attached to, resulting in a more fulfilling customer experience.

Learn more about Solidvest's other recognitions: FondsConsult Research's Robo-Advisor Study. Originally posted on Solidvest.de.

‍

‍About Privé Technologies

‍Founded in 2011, Privé Technologies is a leading Software as a Service (SaaS) provider digitizing wealth management services of Banks, Asset Managers or Insurers. Our suite of products spans from client acquisition, digital onboarding and robo-advisory solutions, to portfolio construction, AI optimization, portfolio management (PMS), portfolio monitoring and reporting, to account aggregation, and more. Our lego block approach allows clients to choose and assemble unique journeys using Privé modules to suit their individual needs, such as fully digital Advisor-led wealth management journeys or end-to-end robo-advisory solutions. Privé Technologies services over 70 blue-chip clients across 16 markets globally and currently has offices in Hong Kong, Singapore, Taiwan, South Korea, Thailand, Germany and Austria.

‍

‍Contact Asia

‍Rutul Gandhi

Chief Revenue Officer, APAC

sales@privetechnologies.com

‍

‍DISCLAIMER: This press release is for information purposes only. Some of the statements in this press release may be forward-looking statements or statements of future expectations based on currently available information. Such statements are naturally subject to risks and uncertainties. Factors such as the development of general economic conditions, future market conditions, unusual catastrophic loss events, changes in the capital markets and other circumstances may cause the actual events or results to be materially different from those anticipated by such statements. Privé does not make any representation or warranty, express or implied, as to the accuracy, completeness or updated status of such statements. Therefore, in no case whatsoever will Privé and its affiliate companies be liable to anyone for any decision made or action taken in conjunction with the information and/or statements in this press release or for any related damages. Privé assumes no obligation to update any information contained herein.