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Privé Managers offers financial guidance and metrics to help our clients to manage their clients build efficient and diverse portfolios – and offers the tools to manage and report on such portfolios going forward. Created by former investment bankers with a team of financial software engineers, Privé Managers provides a wide selection of integrated reporting, investment and client relationship management modules which provide tangible performance and efficiency results for our clients.
Prive Managers Platform
Privé Managers is an online, tablet-friendly, platform which provides you with the tools to help you construct and manage your clients portfolios efficiently. By integrating within one interface all reporting, execution, relationship management, as well as accounting and operations functions - the platform provides you with numerous tangible efficiency benefits.