Company Name：

Prive Services Ltd

Technical Field：

Apps; Fintech; Others: API and widgets

Website：

http://www.privetechnologies.com/?lang=zh-hant

Contact：

Tel No.：(852) 5180 6000

Email：

david.lee@privetechnologies.com

Registered Office Address：

2/F, Bonham Centre, 79-81 Bonham Strand, Sheung Wan, Hong Kong

Introduction of Company：

Privé Technologies is a leading innovator in the financial and wealth management industries.

Recognized as the fastest growing technology company in Hong Kong by Deloitte in 2017 and ranked as the 14th fastest growing technology company in the whole of Asia in 2018 by the Financial Times’ FT 1000 APAC, Privé’s three platforms – Managers, Avenir and WEALTH – provide end-to-end solutions for banks, financial advisors, independent asset managers and insurance companies.

We are uniquely positioned between the banking software behemoths and the small fintech startups to provide the most comprehensive and innovative services to our wide network of B2B and B2C clients.

Our technology solutions help the financial institutions of today to streamline and transform, enabling them to operate more efficiently and effectively than ever before.

The breadth of our suite of products – which spans from client acquisition and content marketing, to digital onboarding and CRM, to portfolio construction and reporting, to account aggregation, robo and bio-advisory, insurance aggregation and pricing, as well as a product and securities brokerage platform, and more – is unparalleled in the financial technology industry.

Founded in 2011 and headquartered in Hong Kong, Privé has offices in Singapore, Malaysia, Thailand, Taiwan, Korea, China as well as an extensive network in the UK and Germany.

Privé has over 60 financial institutional clients globally, including two of the world's largest banks by AUM.

**Product/Service (I)

Name of Service: Innovative wealth management solutions by Prive

Description:

<Digital Engagement>
Client acquisition and engagement solutions to help you find new clients, and do more with those you already have.

<Digital Advice>
Transform your business from product sales to portfolio advisory, with digital portfolio construction and analysis modules for advisor and investment teams.

<Digital Portfolio Management>
Leverage technology to monitor and report on a large number of portfolios, and then rebalance and generate orders at the click of a button.

<Digital Operations>
Reduce the burdens of your operations department whilst upholding the highest standards in efficiency. Our digital modules create time and cost efficient workflows, tailored to your organisation.