Privé's Portfolio Management module consolidates all of a client’s accounts—across custodians, asset types, and jurisdictions—into a single, unified dashboard. It provides advisors with a complete, real-time view of holdings, transactions, profit and loss (P&L), exposures, and asset allocation. The module is designed to serve as the central hub for relationship managers, CIOs, and clients, enabling seamless and scalable wealth oversight.

Features

• Unified dashboard for all client accounts.
• Real-time view of holdings, transactions, P&L, exposures, and asset allocation.
• Flexible interface with slice-and-dice capabilities by:
  • Account type
  • Asset class
  • Region
  • Currency
  • Client-defined tags
• Support for look-through analytics.
• Real-time valuations.
• Portfolio grouping for consolidated insights.
• Designed for use by relationship managers, CIOs, and clients.

Benefits

• Enables holistic wealth oversight across multiple accounts and custodians.
• Enhances advisor productivity with actionable insights.
• Improves client engagement through transparent and flexible reporting.
• Supports strategic decision-making with real-time data.
• Scales efficiently for firms managing diverse portfolios.
• Facilitates personalized views tailored to client needs and preferences.