Privé enables institutions to execute portfolios with precision, manage risk in real time, and monitor performance across every account. From order routing to compliance checks and performance attribution, the platform automates operational workflows so advisors can focus on outcomes, not admin.
Privé Portfolio Management connects every step of the operational lifecycle in one system. Advisors can execute trades, monitor portfolios, and control risk in real time across accounts.
Compliance, risk, and performance tracking are integrated into the core workflow, ensuring every action is auditable, optimized, and regulator-ready.
Execute trades across portfolios with full integration to order management systems. The platform captures portfolio decisions, routes orders to market, and monitors execution status in real time. Built-in compliance checks and audit trails ensure every trade is captured and verified.
Monitor portfolio exposures and operational risk metrics as they evolve. Automated compliance rules scan for violations across portfolios and alert advisors to breaches of policy, thresholds, or regulatory limits. Every action is logged, reviewed, and controlled.
Monitor portfolio exposures and operational risk metrics as they evolve. Automated compliance rules scan for violations across portfolios and alert advisors to breaches of policy, thresholds, or regulatory limits. Every action is logged, reviewed, and controlled.