Client KPIs and Performance Tracking
Track progress on key targets including new assets, client acquisition, portfolio health, and sales. Drill down into any client to view holdings, risk scores, and revenue contribution.
AI-Powered Investment Opportunities
PrivéAI evaluates client portfolios using CIO views, product availability, and market signals. It generates recommended sales actions for each RM on a client level, including the suggested theme, product, and target investment amount.
Top Clients and Cash Targeting
Identify your highest-value clients across AuM, sales, or revenue. Filter for accounts with available cash following dividends, maturities, or inflows, and prioritize them for re-investment.
Real-time Alerts and Compliance Flags
Stay on top of critical client actions, missing documents, and trade exceptions. Alerts are specific to each RM’s book and link directly to the affected client or position.
AI-Generated Insights and Talking Points
PrivéAI Insights ingests CIO views to generate insights for each advisor’s book. Insights are delivered as daily talking points and investment prompts, tailored to the RM;s client book and ready to use in conversations.
