Taking the advisory solution one step beyond the automated solutions offered by Robo-Advisors, Privé Managers offers the tools to combine the benefits of technology with the essential human qualities of judgement and empathy.
Robo-generated models can be further customized based on client preferences, and a built-in optimizer creates the bespoke efficient frontier on the fly - thus giving you the option of fine-tuning your service levels - offering pure Robo-Advisory to some clients - and Bionic to others.
Welcome to the world of Bionic Advisory.
Privé Managers utilizes a genetic optimizer. This allows to create truly tailor-made portfolios for each client within seconds, utilizing a behavioral finance approach to risk appetite, life goals and other preferences.
Privé Managers also offers a genetic optimizer, thus allowing the rapid creation of truly tailor-made portfolios for each client - with the potential to also include inputs such as risk profiling, life goals and other client preferences.