Privé's A.I. Portfolio Construction engine leverages patented, award-winning algorithm to build portfolios that are individually tailored to each investor’s risk profile, goals, and preferences. 

Privé's Fee & Retrocession module delivers a full end-to-end solution for managing platform fees, retrocessions, and advisor commissions—across all product types and client structures. 

Privé's Goal-Based Wealth Planning module helps advisors capture and structure a client’s full financial picture—from short-term priorities to long-term aspirations.

With Privé's Investment Strategies module, firms can easily create, manage, and distribute model portfolios across client accounts. 

Privé's Onboarding module delivers a complete digital journey—from initial client capture to full account activation.

Privé's Order Management module allows advisors and portfolio managers to place and manage trades across all client accounts through a centralized, intuitive trade blotter.

Privé's Portfolio Comparison module enables advisors to run side-by-side comparisons between a client’s current holdings and a proposed portfolio—whether model-based or AI-optimized.

Privé's Portfolio Management module brings together all of a client’s accounts—across custodians, asset types, and jurisdictions—into a single, unified dashboard.

Privé's Portfolio Monitoring module provides continuous, automated oversight of every portfolio against investment guidelines, SAA/TAA targets, and performance thresholds—ensuring compliance, suitability, and timely client engagement.

Privé's Rebalancing module enables both automated and ad-hoc portfolio rebalancing at scale. Whether triggered by changes in model portfolios, market movements, or client events, the platform dynamically generates trade orders across all linked client accounts—ensuring portfolios stay aligned with their target allocations and risk profiles.