Portfolio Management

Unify investor accounts effortlessly for a holistic snapshot of all assets and PnL. Our tool grants you an all-encompassing view of clients, their accounts, and the ability to slice-and-dice for focusing the view on what's important.

Prive’s Portfolio Management module brings together all of a client’s accounts—across custodians, asset types, and jurisdictions—into a single, unified dashboard. Advisors gain a complete, real-time view of holdings, transactions, P&L, exposures, and asset allocation. The interface is designed for flexibility: slice and dice by account type, asset class, region, currency, or any client-defined tags to focus on what matters most. Whether it’s tracking a client’s net worth across portfolios or isolating performance in a sub-account, the insights are clear and actionable. With support for look-through analytics, real-time valuations, and portfolio grouping, this module becomes the command center for relationship managers, CIOs, and clients alike—making wealth oversight seamless and scalable.