Doc Portal
API
Order Management System
Prive Order Management System (OMS) is a next generation all-in-one web software for investment advisors, designed for online trading of securities. The web-based trading platform is a software-as-a-service (SaaS) framework that offers a trading gateway to the markets. It performs a full cycle of clients’ order management including order entry, processing, routing, trading, and reporting. The platform runs in Chrome/Edge/Safari/Firefox browsers on a desktop PC, with no downloads or complex installations required.
Investment Explorer
Prive’s Investment Explorer is an intuitive platform to search, analyze and manage investment products from internal as well as external data sources. It consolidates multiple data sources into a singular platform, allowing users to have a holistic view on investment products, manage and navigate through its product universe. All products uploaded and maintained in Investment Explorer are available for product review, product comparison, portfolio management purposes.
As an advisor, having the right information at the right time is crucial. Investment Explorer gives you instant access to an extensive range of investment funds and strategies across all asset classes made available through the Product Maintenance by the Custodian bank. At the same time, Investment Explorer provides you with advanced analytical tools such as performance charts, exposure graphs, to conduct high-quality investment selection and to support your portfolio monitoring.
This component allows you to compare different investment options, get unified online, and PDF factsheets.
Portfolio Proposal Tool
Prive’s Financial Portfolio Proposal Tool (FPPT) allows Investment advisors to create compelling, compliant proposals faster and tailored per client. Whether it is a current client or potential client, the platform manages the complete workflows of wealth managers proposing portfolios to their clients. The platform audits all changes, and presents portfolio performance analytics. The tool allows you to construct and compare existing and/or proposed portfolios against each other across a range of comparison perspectives.