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 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 Structured Product module models payoff structures, embedded risks, and underlying exposures—bringing full transparency to even the most complex instruments. 

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

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

Privé's Reporting module is built to scale from the big picture down to the finest detail. It supports aggregated risk and performance reporting across the entire client base—ideal for CIOs, risk officers, or compliance teams looking to monitor firm-wide exposure, allocation drift, or stress scenarios.

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

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.