Privé Services Limited

  |   Product Highlights

Booth No. F22 (Hong Kong Pavilion)
Privé Services Limited
Country: Hong Kong

When we founded Privé in 2011, we saw an opportunity to revolutionize the technology used by financial institutions.

 

DIGITAL ENGAGEMENT

Technology solutions to engage and empower your clients and advisors. Our Digital Engagement solutions help you find new clients, and do more with those you already have. Our advisor engagement tools make your sales force more engaged, more financially-literate and, ultimately, sell more.

DIGITAL ADVICE

Use data-driven tools to transform your business from a product sales model to a portfolio advisory one. Our technology allows you to incorporate your in-house views and research, as well as deliver tailor-made recommendations to increase overall conversion.

DIGITAL PORTFOLIO MANAGEMENT

A full suite portfolio management system that allows you to intelligently construct and rebalance portfolios. Construct model portfolios and leverage on technology to monitor and report on a large number of portfolios, and then rebalance and generate orders at the click of a button.

DIGITAL OPERATIONS

Reduce the burdens of your operations department whilst upholding the highest standard in effiency. Our digital modules create time and cost efficient workflows, tailored for your organisation.

 



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