Privé Goes Live with Helvetia Germany

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Helvetia Germany has gone live with Privé Managers as a broker sales solution.

Julian Schillinger, Co-Founder of Prive

“Together with Finance Base, we have been able to supply Helvetia with a comprehensive package which included data, front-end, fund documents and the ability for Helvetia to customize the way information is displayed”

Privé is proud to announce that Helvetia Germany has gone live with Privé Managers as a broker sales solution. The solution represents a further expansions into the burgeoning insurance-tech space for Privé, and is a joint effort between Munich based Finance Base AG, who are supplying the market data, and Privé providing the technology.

Mr Jens Patze, the project-manager at Helvetia elaborated “The essential goal for us was to supply our sales-force with a modern and user-friendly frontend for the display and analysis of investment funds contained in Helvetia insurance products”.

“Together with Finance Base, we have been able to supply Helvetia with a comprehensive package which included data, front-end, fund documents and the ability for Helvetia to customize the way information is displayed” said Julian Schillinger, Co-Founder of Privé.

Helvetia, founded in 1858, is a listed Swiss all-lines insurance company with operations throughout Europe. The firm employs over 6,500 people and provides services for more than 2 million customers.

Privé Managers is a B2B solution serving a range of wealth management clients across Asia and Europe, including external asset managers, multi-family offices, insurers and banks.

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Jarl Smidt-Olsen
@PriveManagers
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