Privé Technologies
Privé Technologies provides a comprehensive SaaS platform for financial institutions, enhancing wealth and investment management through automation, data analytics, and AI.
Services
Privé Technologies offers a SaaS platform tailored for financial institutions to manage wealth and investment businesses effectively. Their services include technology and investment solutions designed to optimize the conversion of cash into investments, thereby maximizing Assets under Management (AuM). They provide personalized wealth management services that enable scalability in portfolio management. This comprehensive end-to-end platform covers goal-based wealth planning, portfolio monitoring, rebalancing, and AI-driven portfolio construction.
Technology and Solutions for Financial Institutions
Privé Technologies empowers banks with advanced technology, providing automated portfolio analytics, risk assessment, and real-time market insights. Their solutions are designed to enhance asset managers' capabilities, enabling improved portfolio analytics and the delivery of customized financial solutions through automation, data analytics, and AI. Insurance companies also benefit from their platform, utilizing features for risk assessment, portfolio optimization, and tailored wealth management.
Global Presence
Privé Technologies operates on a global scale with offices in several key locations around the world. These include Hong Kong, Singapore, Kuala Lumpur, Taipei, Vienna, and Munich, allowing them to serve a diverse client base across multiple regions. This international presence supports their mission to provide comprehensive wealth management solutions to financial institutions globally.
Pricing Structure
Privé Technologies employs a pricing structure that consists of a one-time upfront fee for the initial implementation of their platform, followed by annual Software as a Service (SaaS) fees. This clear pricing model allows financial institutions to understand and manage the cost associated with adopting and maintaining Privé Technologies' advanced wealth management solutions.