PrivéAI Insights is a multilingual, conversational AI tool built for wealth management. It applies CIO’s market views, investment principles, and firm-specific risk parameters to enhance knowledge and advice.
PrivéAI Insights ingests your CIO’s market outlooks, asset class views, and product preferences, then applies them to real-time portfolio data and client profiles.
It generates personalized investment summaries, bilingual talking points, and portfolio prompts that reflect institutional logic and house policy. Built-in guardrails ensure every output respects client mandates, product eligibility, and regulatory rules, so advisors can act with confidence and speed.
The system continuously ingests your CIO’s strategic guidance, including macro views, model portfolios, and tactical changes. These insights are applied automatically to each client context.
All outputs follow your firm’s investment rules, product restrictions, client mandates, and suitability thresholds. Advisors receive only recommendations that meet both your internal and external standards.
Advisors receive daily summaries that translate complex macro data into clear, actionable insights for each client. These are tailored to holdings, risk preferences, and investment goals.
The AI surfaces timely, actionable suggestions based on market moves, CIO logic, and client portfolios. This helps advisors prioritize outreach and identify next best actions.
PrivéAI generates bilingual insights using accurate financial language and tone. Advisors and clients can engage in their preferred language without losing clarity or compliance alignment.
Every output includes a clear rationale that shows how the recommendation was derived. This supports advisor understanding, client trust, and supervisory oversight.