Privé's robust and high-functioning end-to-end central portfolio management tool allows portfolio management services to be offered at scale, allowing clients to service and target new market demographics. With 24/7 monitoring, customizable alerts and reports on all asset classes and multiple currencies, ensure you always have a 360 view of your investors portfolios.

In addition, create and compare model portfolios, mass rebalance orders, produce high-quality compliant client statements, and more. Enjoy seamless integration with Privé's other modules, including KYC, digital onboarding and risk profiling, to create an effortless advisor journey.