The platform to select or create your own investments.
That's all it takes to create your products and compare the best offers from 11 investment banks.
On your own or with the Privatam teams, on a tablet or desktop, and from wherever you like: always find the investment that suits you.
Never miss a trend and join our community of more than 800 wealth managers now.
Select the product that is in keeping with your objectives. Can't find it? Then create the one that suits your requirements!
Once you have put together your product, compare and select the best offer from among 11 investment banks at a glance.
Say goodbye to Excel files that have to be consolidated each week - all your data is processed and automatically summarized on your dashboard.
We are continually adjusting your Privatam platform to offer an investment experience that is increasingly adapted to your needs.
With Privatam, you never move forward on your own. Our teams will guide you throughout your investment experience, with a view to compiling and managing your ideal customized portfolio.
myPrivatam is Privatam’s multi-bank technology platform that allows clients to easily find or create their own customized investment products, compare prices in seconds, and follow their investments’ performance, all in one intuitive tool.
myPrivatam is intended for financial institutions: wealth managers, independent asset managers, pension funds, family offices, private banks, whoever is willing to handle its customized investments in an efficient way. It is currently not intended for private clients.
myPrivatam has been designed as a tool that complements human expertise.
myPrivatam provides all the information you need to discover investment ideas, compare prices, and follow your investments’ performance, in a single, easy-to-use tool. myPrivatam saves you time and effort and makes the investment process simpler, faster and cheaper.
• Review all your products in one place – a two-minute check on myPrivatam can replace hours searching in spreadsheets and emails.
• Build your own product and get the best quotes from 11 investment banks in less than 60 seconds.
• Access your investment libraries, market price comparators, complete portfolio monitor 24/7 and control the life cycle management of all your products.
• Get real-time notifications of all your portfolio activity and product events.
• Seek extra advice from our customer service team, available from 8 am to 10 pm.