Privé’s Portfolio Comparison tool gives advisors a real-time engine for side-by-side portfolio simulation. Compare client portfolios against models or hypothetical proposals across performance, risk, cash flows, and more. Every change is tracked. Every difference is visual. Every decision is backed by data.
Privé Portfolio Comparison replaces static views with dynamic, real-time analysis.
Advisors can simulate changes, modify allocations, and visualize the impact of portfolio adjustments across key metrics. The platform enables transparent, client-ready justifications for every proposed shift.
Simulate proposed changes to client portfolios with real-time, side-by-side views. Add or remove products, adjust weights, and immediately see the impact across risk, return, and allocation metrics. Every adjustment is visual, measurable, and interactive.
Analyze portfolios across multiple dimensions including performance, volatility, cash flows, income, asset allocation, sector, region, and risk attribution. The system provides deep transparency across every portfolio component.
Model allocation changes with live recalculation of expected returns, risk metrics, and projected outcomes. Use visual tools to demonstrate the rationale behind every proposal and support client conversations with dynamic simulations.
Access a broad selection of indices and benchmark data from market providers. Compare portfolios and individual securities against relevant benchmarks with interactive performance attribution tools and clear visual outputs.