Robo-advisors need more than automation; they need intelligence, precision, and trust. Privé’s Robo-Advisor is a fully digital solution that helps you deliver personalized portfolios, faster. Built for private and retail clients, our advisor handles onboarding, profiling, portfolio creation, trade execution, and ongoing monitoring.
Our Patented PrivéAI-go® engine constructs optimized portfolios in seconds. Leveraging Netflix-style personalization and AI-driven portfolio comparison tools, you can tailor each portfolio to individual clients’ goals, needs, and preferences.
Deliver a complete digital wealth journey from onboarding to rebalancing. Once a portfolio is generated, our platform automatically generates and routes the necessary trades without a single manual step. We support bulk orders and integration with your existing custodians and brokers, making it easy to manage as your user base grows.
Suitability and eligibility are monitored throughout the entire process, not just at onboarding. With integrated pre-trade checks, regulatory guardrails, and fully auditable workflows, your robo-advisor remains compliant by default, across jurisdictions.
Use AI-generated nudges, alerts, and portfolio health scores to engage clients when it matters most. Equip them with real-time dashboards, portfolio performance tracking, and customized content.
Whether you’re launching a full robo-advisor or augmenting existing digital channels, Privé’s open architecture and API-first design ensure seamless integration into your ecosystem. Ready for scale from day one.