Sold by: Prive Services Limited
Vendor Insights
Our innovative SaaS platform equips financial institutions with the complete package to supercharge your wealth and investment business.
We offer all the technology and investment solutions that helps convert cash into investments to maximize your AuM.
The pricing quoted on AWS marketplace is strictly for reference only. This is not an actual quote and/or subscription fee. For any special requests, AWS Marketplace Private Offers, or detailed pricing clarifications based on your specific use case, please contact us via email at sales@privetechnologies.com (please mention AWS Marketplace in the subject line)
Overview
The platform provides value by scaling across multiple;
- Wealth Segments
- Business Models (Advisory/Discretionary)
- Geographies/Currencies
- Asset Types/Classes
This makes it a highly appealing platform for FIs to adopt, as they can use and scale the platform across all of the above.
The platform is modular, so clients can pick and choose the capabilities they would like to subscribe to first and then subscribe to further capabilities after understanding the value of the Prive platform. This method allows our clients to adopt low-cost, low-touch, and easy-to-use modules first and then supplement the use cases or user journeys with further integrations and capabilities if/when required.
Over time, our core platform modules have also been enhanced with external partners for data provision and partners that can provide products and services that are not our core capability but do complement our platform. Our clients can also leverage these capabilities, effectively subscribing to a truly comprehensive platform that can digitize anything related to wealth management.
The commercial terms displayed on AWS Marketplace are indicative and may vary depending on deployment configuration and usage parameters.
Highlights
- CREATE: Curate real-time insights from in-house bank CIOs and external asset managers. Incorporate and monitor your SAA and TAA strategies. Enable the generation of engagement opportunities for end-customers with market shifts.
- IMPLEMENT: Align with SAA/TAA via optimized underlying assets. Offer personalized direct indexing (using AI) with separately managed accounts.
- DISTRIBUTE: Empower advisors and RMs with a heightened understanding of their customers. Powered by technology and AI, determine the investor next-best action. Generate comprehensive investment proposals to build holistic customer wealth.
Details
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Delivery method
Deployed on AWS
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Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Cost/36 months |
|---|---|
Prive AWS Marketplace | $1.00 |
Dimensions summary
This listing uses a single contract-based pricing dimension billed in units through AWS Marketplace. You buy the Prive AWS Marketplace units under one contract rather than choosing among tiers or instance sizes. There are no separate usage add-ons or scaling tiers to select. Pricing is set by the number of units you commit to under the contract term. This structure keeps the pricing model simple, with one purchasable dimension covering access to the WealthTech platform.
Top-of-mind questions for buyers
The listing bills through a single unit dimension under one contract. A unit reflects the quantity you commit to for platform access. The marketplace data does not break the unit into per-user or per-portfolio counts. Confirm the exact unit definition with the vendor before purchase.
Your contract covers access to the platform's portfolio tools. These include real-time pre-post portfolio analysis, a multi-dimensional comparison engine, interactive scenario modeling, and benchmark integration with performance attribution. These features are part of the single purchasable dimension rather than separate paid add-ons.
Cost is set by the number of units you commit to under the contract. There are no usage-based overages or automatic tier jumps in the marketplace data. If you need more units, arrange that with the vendor rather than expecting automatic scaling on your bill.
www.privetechnologies.com
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Vendor refund policy
To be determined as a part of the MSA
Legal
Vendor terms and conditions
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Support
Vendor support
All client enquiries, including incidents and service requests, should be submitted via email to support@privetechnologies.com .
Support Hours: Monday to Friday, from 9:00 AM to 6:00 PM (local time).Target Response Times:
a. Critical (RED) incidents : initial response within 2 hours.
b. All other requests : initial response within 1 to 2 business days.
For all deployments, Prive adheres to our standard enterprise SLA. Any special SLA requirements can be addressed during the contracting phase, please inform your sales representative of any such requests.
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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