Portfolio Monitoring

Investment guidelines, SAA and TAA deviations and/or performance threshold breaches are monitored on an ongoing basis, and a myriad of alerts allow constant compliance and engagement.

Prive’s Portfolio Monitoring module provides continuous, automated oversight of every portfolio against investment guidelines, SAA/TAA targets, and performance thresholds—ensuring compliance, suitability, and timely client engagement. Our platform offers deep look-through analytics for mutual funds and ETFs, exposing underlying exposures by asset class, region, sector, currency, or credit rating. For more complex instruments—like structured products and derivatives—our proprietary risk engine models embedded exposures, payoff structures, and sensitivities to provide a holistic risk view. Portfolios are scored daily across configurable metrics such as volatility, allocation drift, drawdown, and concentration. Advisors are alerted in real time when breaches or deviations occur, enabling rapid follow-up and rebalancing. Whether monitoring thousands of portfolios or zooming into a single account, the system makes it easy to spot issues, understand the drivers, and take action—turning portfolio monitoring into a true advisory advantage.