[Part 3] How Privé Managers Can Partner With Financial Advisors To Resolve Business Pain Points

At Privé we believe that advisors should not look at the current developments in fintech as a disruptor, but rather a partner to enhance your business and accelerate potential income. It is now clear that instead of being harmed by technology, financial advisors can turn the tables and leverage it to expand their practices – as such, we are here to help.

We are an award winning software company providing digital advisory services to help existing advisors scale their business by offering expertise in technology, asset allocation, and risk management, potentially at a lower cost than under existing advisory models. As we have previously highlighted, there are ultimately three main motivations why financial firms upgrade their technology. These are regulation, margin compression, and customer demand. We offer technology that is able to meet all three of these criteria.

Our platform is a completely integrated and comprehensive wealth and asset management tool powered by a proprietary bionic advisory engine. The modular-based approach meets the diverse needs of financial intermediaries and advisors to more efficiently grow assets, while reducing costs through technology solutions. It is focused on simplicity, speed and intuitive workflows through digital and mobile offerings.

We are able to partner with you and discuss your needs, client base and vision for the future. Our team will develop a strong understanding of your business and assist in maximising efficiency in your end to end investment processes, products, client on-boarding procedures, and systems and software’s in place. We understand that different investors have different needs and require different levels of complexity of strategy and human engagement. As such, we will be able to help you choose the right technology strategy and develop the kind of seamless experience you want across the whole client life cycle.

Our goal is simple. We want to reduce your administrative workload, maximise your business opportunities and help create a scalable and cost-effective advisory model, freeing up your time for what you do best – spending it with your clients.

All Posts
×

Almost done…

We just sent you an email. Please click the link in the email to confirm your subscription!

OKSubscriptions powered by Strikingly