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.
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.
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