Prive Technologies
HQ Address
23/F, Arion Commercial Centre, 2-12 Queen's Rd West, Sheung Wan, Hong Kong Island, Hong Kong
Website Address
Business introduction
Supercharge Your Wealth Management
Our innovative SaaS platform equips financial institutions with the complete package to supercharge your wealth and investment business
Our Mission
We believe that everyone, regardless of their socioeconomic status, deserves to have access to robust financial planning services. That is why it is our mission to build a wealth management platform that can be used by financial institutions to provide high quality wealth management to all client segments at low cost.
Prive Technologies Solutions
Goal-based Wealth Planning
"Tracking progress towards financial goals is essential for client engagement and retention. Our wealth planning solution offers holistic planning to help clients achieve their financial dreams. With our solution, you can capture and track individual financial goals and link them to investment and insurance performance. Our in-built calculator determines progress and......
business needs
- Financial & Retirement Planning
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Onboarding & KYC
Say goodbye to the hassle of onboarding with Privé's automated client onboarding process. Our secure and fast solution brings down onboarding time, freeing up both clients and advisors to focus on advice and uncovering needs, rather than tedious paperwork. Our scalable solution integrates seamlessly with other Privé modules, including risk profiling......
business needs
- Client Onboarding & Identity Verification
- Investment Platforms & Tools
- Portfolio & Wealth Management Systems
Personalized Portfolio Construction (Robo)
Privé’s portfolio construction engine provides AI-driven assistance for building new personalized portfolios or optimizing existing ones in seconds. Portfolios are optimized according to a variety of qualitative and quantitative target metrics such as asset allocation, return, and volatility, as well as the end-client’s needs and preferences. This includes areas such as......
business needs
view solutionPortfolio Managment
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......
business needs
- Digital (Robo) Investing
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Portfolio Simulation & Comparison
Privé's Portfolio Simulation & Comparison solution offers comprehensive scenario analysis, stress testing, and real-time impact analysis, giving you unparalleled insights into your portfolio's health. Our solution increases transparency, trust, and engagement between advisors and clients with detailed reporting that simplifies complex concepts. Visual illustrations of portfolio changes help clients better understand......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
