Privé Technologies
The facts below are what the maker publishes about Privé Technologies, checked and dated. Our editors have not written about it yet.
The facts
Each one read from Privé Technologies's own pages, with the date it was checked.
What it does
- Advisor AI
- PrivéAI Insights generates personalized investment summaries and talking points using CIO views, portfolio data, and client profiles.checked 11 Oct 2026
- AI governance
- Privé says its generative AI is used for narration and insights, while core calculations use reproducible, explainable deterministic models.checked 12 Oct 2026
- Allocation analysis
- Yeschecked 24 Sep 2026
- AML screening
- The onboarding platform screens clients against more than 1,500 global databases for PEPs, sanctions, adverse media, and state-owned enterprises.checked 12 Oct 2026
- API access
- The API Portal offers programmatic access to portfolio construction, market data, client management, and advisory workflows, and users can request access.checked 12 Oct 2026
- Asset class coverage
- multi_asset_alternativeschecked 24 Sep 2026
- Custodian and broker support
- The robo-advisor supports bulk orders and integration with existing custodians and brokers.checked 12 Oct 2026
- Customers
- The company lists retail banks, private banks, insurance companies, asset managers, and family offices as client groups.checked 11 Oct 2026
- Execution
- Order Management supports automated pre-trade checks and single-account or bulk trades across portfolios.checked 11 Oct 2026
- Identity checks
- Digital ID capture includes OCR scanning, facial comparison, and liveness detection.checked 12 Oct 2026
- Infrastructure
- The onboarding module is built on AWS or Google Cloud with a microservices architecture, tokenization, and audit logs.checked 12 Oct 2026
- Integrations
- The API platform connects custodial data, trades, orders, and market information.checked 12 Oct 2026
- Onboarding
- Its digital onboarding module automates client data collection, identity verification, compliance screening, and account activation.checked 12 Oct 2026
- Performance reporting
- Yeschecked 24 Sep 2026
- Portfolio construction
- PrivéAI-go uses patented genetic algorithms to build portfolios based on investor risk tolerance, goals, and preferences.checked 11 Oct 2026
- Portfolio monitoring
- Portfolio Monitoring consolidates holdings from multiple custodians and data vendors and tracks risk, performance, and compliance.checked 11 Oct 2026
- Portfolio reporting
- The reporting module consolidates data from multiple custodians and provides portfolio reports, performance attribution, and benchmark comparisons.checked 12 Oct 2026
- Product
- Privé provides a wealth management platform for financial institutions, covering onboarding, portfolio construction, reporting, and oversight.checked 12 Oct 2026
- Report exports
- Reporting dashboards provide downloadable PDF and Excel outputs.checked 12 Oct 2026
- Risk analysis
- Yeschecked 24 Sep 2026
The company
- Company history
- Privé says it was founded in 2011 and has operated for 14 years.checked 11 Oct 2026
- Founded
- 2011checked 19 Oct 2026
- Headquarters
- Hong Kongchecked 19 Oct 2026
Where it runs
- Platform
- Privé provides a unified wealth management platform covering onboarding, portfolio construction, reporting, and oversight.checked 11 Oct 2026
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