Privé’s order management system enables advisors to place, review, and execute trades across portfolios with precision. From pre-trade compliance to post-trade tracking, the platform automates workflows across asset types while ensuring every order meets regulatory and suitability requirements.
Privé Order Management connects directly to portfolio construction, rebalancing, and proposal workflows.
Whether executing a single trade or coordinating bulk transactions across accounts, the platform reduces operational friction and delivers real-time visibility into order status and compliance.
Generate trades automatically from proposals, portfolio changes, or rebalancing events. Approval workflows and audit trails are built in, ensuring every order is compliant, traceable, and fully documented.
Run automated checks before execution for client suitability, concentration limits, asset restrictions, and buying power. Advisors receive clear approval indicators with override controls for authorized users.
Monitor all orders in a single dashboard across asset classes, custodians, and execution venues. Advisors and operations teams can review, edit, and track execution status with full traceability from placement to settlement.
Support single-account trades or bulk rebalancing across thousands of portfolios. The platform handles cross-market timing, asset-class complexity, and regulatory constraints without compromising execution speed or control.