Privé Technologies
5.9#69 in portfolio management softwareAPI
VisitPrivé Technologies vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Privé Technologies | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Company history | Privé says it was founded in 2011 and has operated for 14 years. | Sharesight’s story page begins in 2006, when a Kiwi father-and-son duo sought a better way to track shares, and says the company has offices in Wellington and Sydney. |
| Founded | 2011 | 2006 |
| Headquarters | Hong Kong | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Product | Privé provides a wealth management platform for financial institutions, covering onboarding, portfolio construction, reporting, and oversight. | Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds. |
| Risk analysis | Yes | Yes |
| Security | The onboarding module says it runs on AWS or Google Cloud and uses tokenization, document storage options, and audit logs. | Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication. |
Privé Technologies plans
No prices published.
Sharesight plans
- FreeFree
- Starter$7 a month
- Standard$18 a month
- Premium$23.25 a month
- Business (5-19 portfolios)$13.50 a month
- Business (20-49 portfolios)$12 a month
Pick Privé Technologies if…
You want what its maker publishes above — check its page for the details.
Pick Sharesight if…
Sharesight suits investors who want to track holdings, dividends and portfolio performance, including people combining investments with cash accounts or property. Its Business plan is designed for accountants, advisors and family offices managing client portfolios.