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  • Harness Financial

    Intelligence to

    illuminate your

    wealth management

    business

     

     

  • The award-winning software solution to integrate advisors, wealth managers and clients

     Win Clients

    Integrated Wealth Planning, Illustrations Generator, Scenario Analysis, Proposal Writer 

    Grow Clients

    Sophisticated Reporting, Professional Asset Management Services, Alerts 

    Keep Clients

    Integrated CRM, Client Portal, Automated Admin Functions
  • The A-Z solution to cover all your needs.

    Integrated solution which covers the full range of your requirements:
    • Investment Explorer
    • Consolidated Reporting
    • Portfolio Management
    • Client Portal
    • Client Relationship Management (CRM)
    • Business Processes and Workflows
    • Client fees and Commissioning
    • Wealth Planning
    • Illustrations / Investment Proposals
    • Security

  • Investment Explorer

    The Investment Explorer allows you to easily discover, track and compare different investment opportunities: Funds, Stocks, Bonds, Options/Warrants and Structured Products.

    Consolidated Reporting

    Privé Managers collects data from insurance companies, discount brokerages, fund platforms and private banks - allowing you to generate consolidated, own-branded, reporting on all of your clients assets.
     
    Click here for more information.

    Portfolio Management

    Link clients accounts to Model Portfolios or investment ideas, rebalance them efficiently and automatically calculate any fees due. 
     
    Click here for more information.

    Client Portal

    Give clients access to your branded portal or App, let them view their portfolios, communicate with their advisor, upload documents to a secure storage area and evaluate your investment recommendations. 

    CRM

    Track client and prospects interaction via built-in notes, eMail magnets and document storage. Alternatively, allow Privé Managers to interface with your existing CRM solution.
     
    Use the Alert functionality to stay one step ahead of your clients. Receive warnings on asset or portfolio moves, expirations, allocation deviations, overdrafts and even client birthdays.
     
    Click here for more information.

    Business Processes and Workflows

    As business and regulations become more complex, it pays to have defined processes in place. Let Prive Managers give you the tools to streamline, control and monitor your business - and to retain a full audit log. 
     

    Client fees and Commissioning

    Track and report client fees, trail fees, advisor commissions and reconcile them in a company view. 
    Supports various fee types and commission structures. 

    Wealth Planning

    Goal-based wealth-planning via a graphical interface which shows a time-line of events and goals, plots the required glide-path and analyses any shortfall. 
    All fully integrated, so can also be used for regular reviews to track progress against your clients goals.

    Illustrations / Investment Proposals

    Tailored investment proposals / illustrations within seconds, fully integrated with the CRM. 
    Supports variable return and fixed rate investments, regular rebalancing, dollar cost averaging, backtesting of funds net of variable account charges.

    Security

    Data security is paramount. With encrypted communications, data-centre redundancy, restricted access and 2-factor authentication for your employees and clients, Privé Managers is at the forefront of data and access security.

  • Bionic Advisory

    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.

  • Efficiently provide asset management to your clients. 

    With one integrated system providing Account Reporting, Portfolio Management tools and Execution capabilities - you can easily manage and administer thousands of clients who subscribe to professional portfolio management skills - be it via Model Portfolios or Virtual Funds.   

  • Model Portfolios

    As an additional service for your clients, you can link them to in-house or third-party model portfolios - with the potential for additional revenue for your firm. With just a few clicks, models can be rebalanced, a bespoke approval mechanism followed and the execution instructions generated for thousands of clients. 

    Virtual Funds

    Virtual Funds, or vFunds, provide your clients with easy to understand investment ideas - whether they be thematic or quantitative. The clients portfolio not only shows as a list of securities, but also as a collection of the ideas and themes which they invested in - each with its own fact-sheet and history. 
     
    vFunds provide an easy way to monetize research, and gives you the ability to launch topical themes without the costs and delays of launching new funds. 

    Genetic Optimizer

    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.

  • Accessible

    Advisors, staff and clients can access Privé Managers from anywhere via a web browser or the tablet apps. Both can be white-labeled with your company logo, colours and fonts - to ensure a smooth branding experience for your clients.
     
    Privé Managers can also easily integrate with your existing systems landscape via its comprehensive API.

  • A demo is worth a thousand words!

    Let us show you how we have already helped thousands of clients. 

  • Client Segments

    We are proud to count many Independent Financial Advisors (IFA), External Asset Managers (EAM), Banks and Insurance Companies as our clients.

    Independents & Family Offices

    Banks & Insurers

    Asset Managers

  • Contact Us

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  • Our Offices

    Hong Kong - Head Office:

    Cyberport 1, Suite 813/814, 100 Cyberport Rd, Hong Kong

    +852 3157 1230 - info@privemanagers.com

     

    Singapore:

    5 Temasek Boulevard, #10-06, Suntec Tower 5, Singapore, 038985

    info@privemanagers.com

     

    Taiwan:

    6F, No 516 Neihu Rd, Sec.1, Neihu District, Taipei, Taiwan

    taiwan@privemanagers.com

     

    Europe:

    Wollzeile 1-3, 3.St., Top 3.1, 1010 Wien, Vienna, Austria

    +43 1 688 37 66 - vienna@privemanagers.com

     

    Stücklenstr. 16a, 81247 Munich, Germany

    munich@privemanagers.com

     

     

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PRIVACY POLICY
DATA PROTECTION DECLARATION

1 - INFORMATION ON THE COLLECTION OF PERSONAL DATA
 (1) In the following we inform about the collection of personal data when using our website. Personal data are all data that are personally identifiable to you, e.g. name, address, e-mail addresses, user behaviour.
(2) The responsible entity pursuant to Art. 4 para. 7 of the General Data Protection Regulation (GDPR) is
Privé Services Ltd. (GmbH)
Office address: Bavariaring 44, D-80336 Munich, Germany
munich@privetechnologies.com
(see also our imprint)
You can contact our data protection officer at:
Bugl & Colleagues GmbH
Sedanstrasse 7
D-93055 Regensburg Germany
E-mail: kontakt@buglkollegen.de

(3) When you contact us by e-mail or via a contact form, the data you provide (your e-mail address, if applicable your name and your telephone number) will be stored by us in order to answer your questions. We delete the data arising in this context after the storage is no longer necessary, or limit the processing if statutory retention obligations exist. 
(4) If we make use of contracted service providers for individual functions of our offer or would like to use your data for advertising purposes, we will inform you in detail about the respective processes below. We also specify the defined criteria for the storage period. 

2 - YOUR RIGHTS

(1) You have the following rights towards us with regard to personal data concerning you: - Right of information
- Right of correction or deletion
- Right of limitation of processing
- Right to refuse the processing
- Right of data transferability 
(2) You also have the right to complain to a data protection supervisory authority about our processing of your personal data.

3 - COLLECTION OF PERSONAL DATA WHEN VISITING WEBSITE 

(1) When using the website for information purposes only, i.e. if you do not register or otherwise provide us with information, we only collect the personal data that your browser transmits to our server. If you wish to view our website, we collect the following data, which are technically necessary for us to display our website to you and to guarantee stability and security (legal basis is Art. 6 Para. 1 S. 1 lit. f GDPR):
IP address Date and time of the request Time zone difference to Greenwich Mean Time (GMT) Content of the request (specific page) Access status/HTTP status code The amount of data transferred in each case Website from which the request comes Browser Operating system and its User Interface Language and version of the browser software 
(2) In addition to the aforementioned data, cookies are stored on your computer when you use our website. Cookies are small text files that are stored on your hard disk in the browser you use and through which certain information flows to the place that sets the cookie (here by us). Cookies cannot run programs or transmit viruses to your computer. They serve to make the Internet offer more user-friendly and effective overall. 
(3) Use of cookies:
(a) This website uses the following types of cookies, the scope and functioning of which are explained below:
- Transient cookies (see b)
- Persistent cookies (see c)
(b) Transient cookies are automatically deleted when you close your browser. This includes in particular the session cookies. These store a so-called session ID, with
which different requests of your browser can be assigned to the common session. This will allow your computer to be recognized when you return to our website. Session cookies are deleted when you log out or close your browser.
(c) Persistent cookies are automatically deleted after a specified period, which may vary depending on the cookie. You can delete cookies at any time in the security settings of your browser.
(d) You can configure your browser settings according to your wishes and, for example, refuse the acceptance of third party cookies or all cookies. Please note that you may not be able to use all functions of this website.

4 - USE OF GOOGLE ANALYTICS 

(1) This website uses Google Analytics, a web analysis service of Google Inc. "("Google"). Google Analytics uses "cookies", which are text files placed on your computer, to help the website analyse how users use the site. The information generated by the cookie about your use of this website is usually transferred to a Google server in the US and stored there. However, if IP anonymisation is activated on this website, Google will reduce your IP address within Member States of the European Union or in other states party to the Agreement on the European Economic Area beforehand. Only in exceptional cases will the full IP address be transmitted to a Google server in the US and shortened there. On behalf of the operator of this website, Google will use this information to evaluate your use of the website, to compile reports on website activity and to provide the website operator with further services associated with website and Internet use.
(2) The IP address transmitted by your browser in the context of Google Analytics is not merged with other Google data. 
(3) You may refuse the use of cookies by selecting the appropriate settings on your browser, however please note that if you do this you may not be able to use the full functionality of this website. You can also prevent Google from collecting the data generated by the cookie and relating to your use of the website (including your IP address) and from processing this data by Google by downloading and installing the browser plug-in available under the following link: http://tools.google.com/dlpage/gaoptout?hl=en. 
(4) This website uses Google Analytics with the extension "_anonymizeIp()". As a result, IP addresses are further processed in abbreviated form, so that a personal relationship can be ruled out. As far as the data collected about you is personal, it will be excluded immediately and the personal data will be deleted immediately. 
(5) We use Google Analytics to analyse and regularly improve the use of our website. We can improve our offer and make it more interesting for you as a user. For the
exceptional cases in which personal data is transferred to the USA, Google has submitted to the EU-US Privacy Shield, https://www.privacyshield.gov/EU-US-Framework. The legal basis for the use of Google Analytics is Art. 6 Par. 1 S. 1 lit. f GDPR. 
(6) Third party information: Google Dublin, Google Ireland Ltd, Gordon House, Barrow Street, Dublin 4, Ireland, Fax: +353 (1) 436 1001.
Terms of Use: http://www.google.com/analytics/terms/de.html Overview on Privacy Policy: http://www.google.com/intl/de/analytics/learn/privacy.html and Privacy Policy: http://www.google.de/intl/de/policies/privacy.

5 - INTEGRATION OF YOUTUBE VIDEOS

(1) We have integrated YouTube videos into our online offer, which are stored on http://www.YouTube.com and can be played directly from our website.
(2) By visiting the website, YouTube receives the information that you have accessed the corresponding subpage of our website. In addition, the data specified in 3 of this declaration will be transmitted. This is independent of whether YouTube provides a user account through which you are logged in or whether no user account exists. If you are logged in to Google, your information will be directly associated with your account. If you do not wish to be associated with your profile on YouTube, you must log out before activating the button. YouTube stores your data as user profiles and uses them for purposes of advertising, market research and/or demand-oriented design of its website. Such evaluation takes place in particular (even for unlogged-in users) to provide demand-oriented advertising and to inform other users of the social network about your activities on our website. You have the right to object to the creation of these user profiles, whereby you must contact YouTube to exercise this right. 
(3) Further information on the purpose and scope of data collection and processing by YouTube can be found in the data protection declaration. There you will also find further information about your rights and setting options to protect your privacy: https://www.google.de/intl/de/policies/privacy Google also processes your personal data in the USA and has submitted to the EU-US Privacy Shield, https://www.privacyshield.gov/EU-US-Framework.