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Privé Managers

Curated by Signal

Software solutions to integrate advisors, wealth managers and clients

Investment Technologyprivemanagers.com

Overview

Privé Managers provides a wide selection of integrated reporting, investment and client relationship management modules which provide tangible performance and efficiency results for the clients: reporting, client relationship management (CRM), portfolio management/rebalancing, investment comparison, electronic execution, commissioning, workflow, compliance, model portfolios, virtual funds (vFunds).

Key facts

Founded
2011
Headquarters
Hong Kong, Hong Kong
Stage
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Industry
Financial Technology
Sector
Investment Technology

Business model

GTM channel
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3 products and services
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Contact

Primary office
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Email
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Open roles

1 role

  • Product Manager

    Zhongshan District, Taipei City, Taiwan · On-site · Full-time

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Competitors & similar companies

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    FMO

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  • Finorb logo

    Finorb

    Financial management platform facilitating accounting and portfolio analysis.

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  • Pareto Software logo

    Pareto Software

    Trade life cycle management platform integrating financial analysis and budgeting.

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+ 384 more similar companies on Signal

About Privé Managers

What does Privé Managers do?

Privé Managers provides a wide selection of integrated reporting, investment and client relationship management modules which provide tangible performance and efficiency results for the clients: reporting, client relationship management (CRM), portfolio management/rebalancing, investment comparison, electronic execution, commissioning, workflow, compliance, model portfolios, virtual funds (vFunds).

Where is Privé Managers headquartered?

Privé Managers is headquartered in Hong Kong, Hong Kong.

When was Privé Managers founded?

Privé Managers was founded in 2011.

Which sector is Privé Managers in?

Privé Managers operates in Investment Technology, part of Financial Technology.

Who are Privé Managers's competitors?

Companies similar to Privé Managers include FMO, Finorb, and Pareto Software.

Is Privé Managers hiring?

Yes. Privé Managers has 1 open role listed on Vanberra Signal.