Privé Manager rolls out first digitalized portfolio management module in Asia for Citibank
Privé, an industry-recognized leader for wealth management through bionic advisory, is proud to announce the successful roll out of its portfolio management module for use on Citibank’s Citigold Private Client platform in multiple Asian markets, including Hong Kong, Singapore, Taiwan and Korea. This customizable module that Privé offers to financial institutions digitizes portfolio management and provides comprehensive investment analytics reports, offering financial advisors a dynamic way to engage clients.
The Chief Executive Officer of Privé, Charles Wong, commented, “We are very pleased to have been selected by Citibank to successfully provide cutting-edge technology that provides a richer level of personal advisory through delivering multiple digital touch-points for their clients.”
Citibank, Citi’s global consumer banking business, offers retail banking, wealth management, insurance and credit cards to over 15 million consumer clients in Asia Pacific across 12 markets. In 2016, Citibank was named best Consumer Bank in Asia by AsianInvestor Magazine.
ABOUT PRIVÉ MANAGERS
Privé Managers is a modular solution for the wealth management industry and comprises five state-of-the-art modules powered by its bionic advisory engine, which are wealth planning, risk profiling, investment exploration, algorithmic optimization and personal reporting. Privé serves a range of wealth management clients across Asia and Europe, including external asset managers, multi-family offices, insurance companies and banks by offering a wide range of connectivity options to custodial and distribution platforms.
We just sent you an email. Please click the link in the email to confirm your subscription!
OKSubscriptions powered by Strikingly