Privé’s Discretionary Platform is built for managing model portfolios, mandates, and centralized investment strategies at scale. From strategy creation and AI-driven portfolio optimization to mass rebalancing and multi-account trade execution, every step is automated, compliant, and auditable.
Strategy management, AI optimization, and trade execution on one integrated platform. Connect investment strategies, model portfolios, and mandate management with centralized oversight across client accounts.
PrivéAI-go® optimizes portfolios using 20+ fitness factors for risk parity, performance, and compliance. Real-time market data and analytics ensure model portfolios align with investment objectives.
Rebalance thousands of accounts automatically. Rebalancing engine monitors drift against SAA targets, generates recommendations, and executes bulk trades with complete audit trails.
Set investment guidelines across asset class allocations, restricted lists, regions and sectors with hard and soft rule enforcement. Hard rules trigger blocks that prevent non-compliant trades while soft rules flag deviations with justification.