Privé Technologies

Privé Technologies offers a robust SaaS platform tailored for financial institutions to streamline and enhance their wealth and investment management operations. The platform facilitates the transformation of cash into investments, aiming to maximize Assets under Management (AuM) through advanced technology and investment solutions. It delivers personalized wealth management services, which enable scalability in personalized portfolio management for clients. Privé Technologies empowers banks with tools for automated portfolio analytics, risk assessment, and real-time market insights, while asset managers benefit from enhanced portfolio analytics and the delivery of personalized financial solutions. The company also assists insurance companies by providing services in risk assessment, portfolio optimization, and personalized wealth management. Its comprehensive end-to-end wealth management platform includes features such as goal-based wealth planning, portfolio monitoring, rebalancing, and AI-driven portfolio construction. Privé Technologies employs a pricing model that consists of a one-time upfront fee for implementation along with annual SaaS fees. The company has a global presence with offices in Hong Kong, Singapore, Kuala Lumpur, Taipei, Vienna, and Munich.