Prive's white-label, B2B solutions are optimized to transform wealth management offerings by financial institutions to their end clients through digitization. Privé Technologies is a leading Software as a Service (SaaS) provider, helping financial institutions to digitise 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. We are proud to have been crowned Best IAM/MFO solution by Asian Private Banker (2017-2020), named Best Robo-Advisor methodology by a Kaplan & SMU report (2018), been part of the WealthTech 100 Cohort two years running (2020 & 2021) and to have won countless other industry awards for our solutions, be it directly or via our clients. 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 over 60 financial institutions over 16 different jurisdictions — across Asia and Europe — with over USD 50 billion supported through our System. Our two co-founders, Julian Schillinger and Charles Wong, previously worked together in structured products at JPMorgan and their idea that became Privé was how to digitize and create bespoke structured products. Once a digitized journey for structured products was created, they began to examine the digitization of private banks and portfolio creation. Eventually, this led to the creation of a holistic platform where the ultimate goal was not only to deliver bespoke financial products but to deliver a bespoke financial experience. Furthermore, according to a research, we note that seven out of 10 people welcome robo advisory for financial advice. However, two-thirds of these individuals still want a certain level of human interaction. Although artificial intelligence has been advancing at a rapid pace, there is still a wide gap as machines are not at the level whereby they can understand human emotions to provide advice at the level of current human advisors. On that end, we pride ourselves in our ability to empower financial advisors and/or institutions through a “bionic” approach so that they will be able to offer a heightened level of personalization to their clients. It is the synergy of best of the robo-capabilities with the human element that allows for a “phygital” experience. It is not the intention of the platform to replace the financial advisor and/or institutions, but rather empower them through automation of back-office tasks and tools geared to ramp up productivity. Through a bionic, or phygital, experience, clients are able to get a significantly enhanced experience while still delivering that human empathy and behavioral understanding that artificial intelligence is simply not able to achieve yet. Our proposal is an integrated and modular solution, which enables us to augment existing systems without having to undergo a wholesale replacement or exchange of a system for a private bank or asset manager. Since each of our modules are able to integrate easily through scalable microservices with the existing system and only with respect to functionality that is required or wanted by the B2B client, it enables our system to maintain the inherent customer journey that is unique for our B2B client and the end customer.

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PROS

modular, APIs available, great portfolio management system, integrated intra day ordering, model portfolios, theme baskets via patented vFunds technology, AI based optimizer, onboarding, KYC risk profiling, CRM, goal based wealth management

modular, APIs available, great portfolio management system, integrated intra day ordering, model portfolios, theme baskets via patented vFunds technology, AI based optimizer, onboarding, KYC risk profiling, CRM, goal based wealth management

CONS

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