In a white paper published earlier this month by KAPLAN Hong Kong Cloud10 Scalerator Alumnus Prive Technologies
was ranked as the top robo advisory in Asia. The paper studied robo-advisory products offerings in asia and evaluated their investment performance through portfolio allocation methodology and models’ inputs assessments. The paper evaluated robo-advisory solutions and recommendations for industry players.
Privé’s fintech ecosystem perfectly integrates its wealth management technology, financial product and strategy distribution along with client acquisition via content generation. Since each of the modules can integrate easily through scalable micro-services with the existing system and only with respect to functionality that is required or wanted by the client, it enables the system to maintain the inherent customer journey that is unique for the clients and the end investors.
The integrated modules provide deep functionalities, such as financial data analysis, aggregated financial statements, aggregated personal finance, automated institutional investments, real-time investment advice, data-driven investment recommendations, investment and portfolio management tools and an artificial intelligence based robo-advisor. Concurrently, the solution also reduces middle/back office redundancies through automation
Prive Technologies, Lumiq (Finvese) Quantifeed, and Additive are the top picks for banks and asset managers who are looking for their digital advisory implementation journey.