Privé's Structured Products module transforms traditionally opaque instruments into transparent, explainable, and actionable components of a portfolio. What was once a “black box” in portfolio statements is now fully modeled with payoff structures, embedded risks, and underlying exposures. This module empowers advisors and clients to visualize structured product behavior under various market conditions and assess its impact on overall portfolio performance.

Features

• Full modeling of structured product payoff structures.
• Simulation of embedded risks and underlying exposures.
• Visualization of product behavior across market scenarios.
• Real-time mark-to-market (MTM) calculations.
• Proprietary risk engine powering analytics.
• Support for multiple underlyings and payoff types.
• Integration with overall portfolio risk and return analysis.
• Usable across advisory, discretionary, and self-directed mandates.

Benefits

• Brings transparency to complex structured products.
• Enhances advisor-client communication with visual simulations.
• Improves portfolio risk management through integrated analytics.
• Enables informed decision-making with real-time valuations.
• Supports regulatory and suitability assessments.
• Makes structured products explainable and monitorable.