Privé Technologies
5.9#69 in portfolio management softwareAPI
Visit| Fact | Privé Technologies | Snowball Analytics |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2011 | 2021 |
| Headquarters | Hong Kong | Lyon, France |
| Performance reporting | Yes | Yes |
| 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. | Snowball Analytics says it does not store broker or crypto-account credentials; Yodlee connections are read-only, and stored data is depersonalized and encrypted in transit. |
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It suits long-term retail investors who want an overview of investments across supported assets and broker connections. It may also help investors tracking dividend income or reviewing performance, risk and diversification.