Exhibitor

(SizeLimitingPyMap: {booth=4B14, company_name=PRIVE SERVICES SINGAPORE PTE LTD, content=Prive Technologies is a leading fintech company founded in 2011, providing modular and integrated wealth management solutions. Our platform is designed to enhance client engagement, streamline operations, and automate processes for financial institutions and wealth managers. We support key areas including portfolio management, client onboarding, financial planning, and investment advisory. Combined with the banks CIO views and asset allocations, our AI-driven tools enable the creation of personalized financial strategies, efficient order management, risk assessments, and automated rebalancing. With a flexible and modular approach, our clients can choose the components that best meet their specific needs, ensuring scalability and adaptability. By leveraging cutting-edge technology to provide data-driven insights, we aim to transform the wealth management industry and drive innovation in financial service. , country=Singapore, exhibition_category=Exhibitor, facebook=-, hs_createdate=1730463334307, hs_lastmodifieddate=1731569156191, hs_object_id=19213753164, hs_object_source=INTEGRATION, hs_object_source_detail_1=OEM Integration, hs_object_source_id=1940923, hs_object_source_label=INTEGRATION, hs_pipeline=102713672, hs_pipeline_stage=186575225, hs_updated_by_user_id=68932678, hs_was_imported=true, id=19213753164, individual_page_type=[Exhibitor], instagram=-, linkedin=-, logo_image_url=https://24345494.fs1.hubspotusercontent-na1.net/hubfs/24345494/SFF%202023/Sponsor-Exhibitor/prive%20technologies%20(400x200)20241015_051917-Nov-01-2024-12-15-35-0030-PM.png, product_and_service=[Financial Infrastructure, Trading & Investments], product_and_service_v2=[Financial_Infrastructure, Trading_Investments], product_and_services_oem_data=Financial Infrastructure; Trading & Investments, product_name_1=Integrate CIO and SAA/TAA, product_name_2=Portfolio Monitoring, product_name_3=Rebalancing, product_name_4=Portfolio Comparison, product_name_5=A.I. Portfolio Construction, product_shortcut_1=Integrate intelligence and asset allocation from in-house CIO and third-party strategy providers to manage risk and provide better advice at scale., product_shortcut_2=Investment guidelines, SAA and TAA deviations and performance threshold breaches are monitored on an ongoing basis, and a myriad of alerts allow constant compliance and engagement., product_shortcut_3=Automated and ad-hoc rebalancing made possible through the platform to automatically generate orders for all linked client accounts., product_shortcut_4=Allow in-depth simulations of portfolios and compare current investor portfolios against proposed portfolios (model or AI-generated)., product_shortcut_5=Use our proprietary (award-winning) algorithm to construct portfolios individually tailored to the investor's risk profile and investment preferences., record_type=[Exhibitor], sff_path=prive, sff_sponsor_and_exhibitor_name=PRIVE SERVICES SINGAPORE PTE LTD, sort_type=P, status=Active, twitter=-, unique_reference_number=EX10317, website=https://www.privetechnologies.com/, zone=NA}) Integrate CIO and SAA/TAA Integrate intelligence and asset allocation from in-house CIO and third-party strategy providers to manage risk and provide better advice at scale. Portfolio Monitoring Investment guidelines, SAA and TAA deviations and performance threshold breaches are monitored on an ongoing basis, and a myriad of alerts allow constant compliance and engagement. Rebalancing Automated and ad-hoc rebalancing made possible through the platform to automatically generate orders for all linked client accounts.