A.I. Portfolio Construction

Use our proprietary (patented & award-winning) algorithm to construct portfolios that are individually tailored to the investor's risk profile and investment preferences.

Prive’s A.I. Portfolio Construction engine leverages our patented, award-winning algorithm to build portfolios that are individually tailored to each investor’s risk profile, goals, and preferences. Using evolutionary techniques and multi-factor optimization, the engine dynamically identifies the most suitable asset mix—while adhering to regulatory, product, and strategic constraints. At its core is a compliance-first AI engine that doesn’t just construct portfolios—it also generates client-facing talking points. These talking points draw from your CIO views, research outlooks, and investment policies, turning internal expertise into consistent, scalable, and monetizable advice across the entire advisory force. Proposals are generated in seconds—guided or fully automated—delivering hyper-personalized, explainable portfolios aligned with your investment framework. From high-touch advisory to robo-led journeys, this engine empowers firms to scale personalized wealth advice without compromising control or compliance.