Suitability Kit

With increasing expectations for better protection and assortment of wealth management products, wealth managers view suitability as a pressing issue. Find out the five pillars of a suitability framework that’s effective, and how we can help you get ahead with this downloadable kit. 

Digital Client Experience Kit

Customers are evolving the way they engage with you. So how is your business evolving to communicate and address their needs? It’s time to rewrite the rules with our downloadable kit. 

Investment-Linked Policies

Low interest rates, stagnant growth and the growing likelihood of a global recession define the challenging economic reality for insurers around the world. These dynamics place real pressure not only on bottom lines, but also on strategic plans, transformation programmes, and new product launches and enhancements. Learn more on the key trends impacting the ILP Market with our downloadable kit.

External Asset Management

There is a rising demand for EAMs in emerging markets such as China, Thailand, Indonesia and the Philippines, as well as more established markets such as Singapore and Hong Kong. By choosing the right investment and leveraging technology to address key pain points and have a plan for future enhancements, EAMs can secure their market share and increase growth prospects in this positive-looking market. Find out how with our downloadable kit.

Bancassurance
For bancassurers around the world, it’s both a very challenging and a most promising time. The key to winning in this space is the ability to create a differentiated and seamless experience between Bank and Insurer. Download our Bancassurance kit to learn more about leveraging data and providing insights to get ahead.

Fees Management

The ability to accurately manage, pay, receive and track different types of fees is a necessity for any financial institution. By leveraging technology to help to deliver accuracy and transparency, it can significantly improve your ability to mitigate risks and errors and help to free up your operations to focus on more value-adding activities.

Engage clients with an emotionally impactful goal-based wealth planning tool.

• Create and monitor goal progression. Visually identify shortfalls in wealth goals and create engagement points for upselling and obtaining wallet share.
• Holistic 360 views of the client including investments, income, assets & liabilities, insurance.

• Simulate portfolio performance using backtesting net of variable account charges

• Stress-test the portfolios for quantitative analysis

• Increase adoption in model portfolios and Discretionary Portfolio Management

A robust and modern tool to manage client risk profile and fund risk mapping while maintaining a history log of risk profiles.

• Online questionnaire engineered to provide real-time results and analysis of clients risk profile which can be refined as many times as client desires
• Assess risk mapping to match client’s risk profile
• Instantaneous updates to user when clients update their risk profile

• Condsolidate and keep track of policies of clients and their dependents.
• Organise policy details as well as identify gaps in client’s coverage instantaneously.
• Clients and advisors alike can easily store, update and access supporting documentations anytime.

• Create and monitor wealth planning goals
• Configure the risk profiling calculation method
• Search and query a large database of investment products
• More to explore in the Developer Portal – Sign-in / Register

• More to explore in the Developer Portal – Sign-in / Register

• Include rebalancing
• Proxy based Backfilling methodology for Assets without enough price history
• More to explore in the Developer Portal – Sign-in / Register

More to explore in the Developer Portal – Sign-in / Register

• Monetize  your strategies and intelligence without the costs of launching new funds
• Allocate a vFund to fund multiple clients’ wealth goals
• Intelligently segregates and disperses top-ups  and withdrawals
• Privé offers a strategy marketplace  to complement yours

Customize the approval mechanism to your requirements

• Generate customized factsheets for the model portfolio
• Upload and edit model portfolios and tag them to specific risk profiles
• Compare and backtest model portfolio performance

Generate brand consolidation, and aggregated reporting across all client’s assets. Use Alert functionality to stay one step ahead of your clients by receiving notifications for predefined events.

• Privé has direct data feeds with a network of fund platforms, banks, brokerages, and insurance companies
• Create events based on allocation deviations, expirations, overdrafts, Event notifications can be at both a company or user level

Give clients access to your branded portal or App. They can view their portfolios, communicate with their advisor, upload documents to a secure storage area, and evaluate your investment recommendations.

• Monitor their portfolio and manage investments
• Navigate and interact with your investment product universe
• In-built messaging function to communicate with your advisors
• An Intuitive and seamless user experience

Track and store all client and prospects interaction efficiently via built-in notes, eMail magnets, and document storage.

• Use E-mail magnets to attach a document or report directly to emails
• Client information document storage
• Built-in notes
• Can be integrated into your existing CRM solution

• Perform gamified risk-profiling and CKA as part of the onboarding process
• The transition from paper-based to digitized forms
• Adopt efficient record-keeping practices for both advisory and compliance teams
• Reduce operational costs with streamlined processes

Aggregate all transactions and automatically calculates fees & commissions at the counterparty, advisor, and client level.

• Track and report client fees, trail fees, and advisor commissions
• Supports various fee types and commission structures
• Perform reconciliation at a company or counterparty view
• Fees and commissions assigned to relevant client and advisors

• Create and submit orders for execution
• Apply investment guidelines to investor account
• Generate report at the investor or account level
• Create and maintain customized model portfolios
• More to explore in the Developer Portal – Sign-in / Register