Value proposition

Supercharge your wealth management

Privé Technologies is a leading Software as a Service (SaaS) provider, helping financial institutions to digitize their wealth management offerings using our modular platform.

The breadth of our suite of products – which spans from client acquisition and content marketing, to digital onboarding and CRM, to portfolio construction, portfolio management (PMS), portfolio monitoring and reporting, to account aggregation, and more – is unparalleled in the financial technology industry.

Our lego block approach allows clients to choose and assemble unique journeys from our wide range of modules and digital solutions to suit their individual needs, empowering them with the tools necessary to achieve any digital goal, be it creating fully digital Advisor-led wealth management journeys to end-to-end robo-advisory solutions. This modularity and flexibility allows us to solve a wide variety of use cases across the wealth management landscape through our scalable, cloud based platform, and helps our clients to expedite their digitisation efforts. It also allows us to service a range of different wealth segments from HNWI to mass retail. Our tools currently live with Private Banks, Retail Banks, Insurers, Asset Managers, Securities & Brokerage providers as well as Multi-family offices and External Asset Managers.

Over the past 10 years, we are honoured to have our efforts in the wealth management space recognised, not only by clients — Prive was ranked 26th fastest growing company across APAC by the Financial Times (2020) — but also through multiple industry awards across all of our product sets.

Founded in 2011, we have offices in 8 different countries servicing clients in over 16 jurisdictions around the globe. Our HQ is in Hong Kong, with offices in Singapore, Malaysia, Thailand, Taiwan, Korea, Austria and Germany.

We currently service more than 60 financial institutions — across Asia and Europe — with over USD 50 billion supported through our System.

wealth management, investment, financial services, fintech, insurance, asset management, portfolio management system, and robo advisory