High Net Worth and Ultra High Net Worth clients expect tailored advice, seamless processes, and total transparency. Privé provides the digital solutions that your private bank needs to exceed expectations.
Manage the entire client lifecycle in a unified system. Automate compliance with Agentic AI and access real-time investment insights to streamline workflows and ensure data-driven decisions.
Deliver tailored solutions for every client with PrivéAI-go®, our AI-powered portfolio curation tool). Leverage real-time market data, AI analytics, and multi-step risk profiling to create investment solutions that anticipate client needs.
Give clients full visibility into their portfolios. With real-time dashboards, performance breakdowns, and clear fee tracking, Privé builds trust through transparency.
Streamline asset management with our unified platform. Our all-in-one system connects investment strategies, data, and compliance in one solution, guaranteeing your operations remain compliant and efficient.
Reduce administrative overhead with automated onboarding, KYC, and trade processes. Privé ensures precision, audit-readiness, and seamless integration with your existing infrastructure.
Our tools identify and mitigate risks in real time. Predictive analytics enable you to make informed decisions to adjust portfolios in response to market fluctuations.
Privé's tools are flexible, scalable, and designed for peak performance. Our solutions are curated just for private banks:
Transform client interactions with a comprehensive advisory journey designed to provide tailored insights and optimize investment strategies.
Easily manage diverse client portfolios and complex investment strategies with tools for strategy implementation, proposal generation, and automated rebalancing.
Digitize your client onboarding process with KYC, AML, risk profiling, and investment suitability. Personalized and compliant from day one.
Bring clarity and control to your reporting. Privé’s tools can deliver transparency across portfolios, fees, performance, and retrocessions.
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