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Prive Financial provides an online platform that offers a comprehensive set of wealth management, asset allocation, and product structuring tools for advisors, wealth managers, and clients. It enables to automatically generate and execute securities across global markets on multiple asset classes.
PRODUCTS & SERVICES
The solutions include: Digital Engagement :- It provides technology soultions to engage user's clients and advisors. It helps them to find new customers and also connects with the existing customers. Digital Advice :- It provides them the soltions like Risk Profiling, AI Portfolio Construction, Goal-based wealth planning, Investment Explorer, Portfolio Proposal & Comparison etc. Digital Portfolio Management :- It helps them to construct and rebuild portfolios. It provides CRM & Document Management. Digital Operations :- It provides Digital Onboarding, Workflows, Fee & Commission Management and Text-To-Speech features.
The company follows SaaS based revenue model.
Prive Financial is licensed by the Securities and Futures Commission to deal in securities.
Prive Financial aim is to provide a cutting edge investment solutions to investors - both to the mass affluent and directly to institutions through a tailored consultative service.
BOARD MEMBERS AND ADVISORS
Steve Tsu-Wei Yang
NUMBER OF EMPLOYEES
Charles Wong(CEO); Julian Schillinger(CTO); Steve Tsu-Wei Yang(CFA)
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