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About CardPointe

CardPointe is CardConnect's powerful payments portal that gives businesses the power to easily integrate, process and manage credit card payments. The CardPointe platform comes with a full suite of products including a Virtual Terminal, plug-and-play retail terminal, Hosted Payment Page, mobile app and device.

Users can easily manage all of their business's credit card transactions and perform actions like set up bill plans and manage PCI compliance by taking the PCI Self Assessment Questionnaire. Every transaction processed with CardPointe is protected by CardConnect's patented tokenization and PCI-validated point-to-point encryption (P2PE).

About Privé Technologies

Privé Technologies is a leading innovator in financial and wealth management.

Recognized as the top ranked robo-advisor in Asia by Kaplan in 2018 and ranked as the 14th fastest growing technology company in Asia in 2018 by the Financial Times’ FT 1000 APAC rankings, Our modular platform provides end-to-end solutions to financial institutions, insurance companies, banks (retail, private, challenger or otherwise), independent asset managers and financial advisors.

We are uniquely positioned between the banking software behemoths and the small FinTech startups to provide the most comprehensive and innovative services to our wide network of B2B , B2Aand B2C participants.

Our solutions help financial institutions of today to streamline and transform through complete digitization, enabling them to operate more efficiently and effectively than ever before - ultimately increasing revenues for such financial institutions.

Our suite of seamlessly integrated products – which spans from client acquisition and content marketing, to digital onboarding and CRM, to portfolio construction and reporting, to account aggregation, robo and bionic advisory, insurance aggregation and pricing, as well as a product and securities brokerage platform, and more – is unparalleled in the financial technology industry.

Founded in 2011 and headquartered in Hong Kong, we have offices in Singapore, Malaysia, Thailand, Taiwan, Korea and China, as well as an extensive office network in Germany and Austria.

We service over 70 financial institutional clients globally, including some of the world's largest banks by AUM.

Our two co-founders, Julian Schillinger and Charles Wong, previously worked together in structured products at JPMorgan and their idea that became Privé was how to digitize and create bespoke structured products. Once a digitized journey for structured products was created, they began to examine the digitization of private banks and portfolio creation. Eventually, this led to the creation of a holistic platform where the ultimate goal was not only to deliver bespoke financial products but to deliver a bespoke financial experience.

Furthermore, according to a research, we note that seven out of 10 people welcome robo advisory for financial advice. However, two-thirds of these individuals still want a certain level of human interaction. Although artificial intelligence has been advancing at a rapid pace, there is still a wide gap as machines are not at the level whereby they can understand human emotions to provide advice at the level of current human advisors.

On that end, we pride ourselves in our ability to empower financial advisors and/or institutions through a “bionic” approach so that they will be able to offer a heightened level of personalization to their clients. It is the synergy of best of the robo-capabilities with the human element that allows for a “phygital” experience. It is not the intention of the platform to replace the financial advisor and/or institutions, but rather empower them through automation of back-office tasks and tools geared to ramp up productivity. Through a bionic, or phygital, experience, clients are able to get a significantly enhanced experience while still delivering that human empathy and behavioral understanding that artificial intelligence is simply not able to achieve yet.

Our proposal is an integrated and modular solution, which enables us to augment existing systems without having to undergo a wholesale replacement or exchange of a system for a private bank or asset manager. Since each of our modules are able to integrate easily through scalable microservices with the existing system and only with respect to functionality that is required or wanted by the B2B client, it enables our system to maintain the inherent customer journey that is unique for our B2B client and the end customer.

Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-Currency
  • Multi-User
  • Notifications
  • BitCoin
  • PayPal
  • Stripe

Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-Currency
  • Multi-User
  • Notifications
  • BitCoin
  • PayPal
  • Stripe

Summary

    No key features associated with this application.

Summary

  • Leading B2B platform: Digital Wealth Management Solutions

  • Proprietary & patented: Modular technology, validated by clients

  • Global presence: With blue chip enterprise clients

  • Increasing B2B AUM: Through integration and big data

  • Reducing operating costs: Through digitalization for enterprise clients

  • Supplier of multi-channel: Bionic and robo advisory solutions

FAQs

    What is this service generally used for?
  • CardPointe is a powerful platform that allows businesses to simply and securely accept and manage credit card payments.

  • Who are the main user groups of this service?
  • CardConnect processes payments for businesses of all sizes. CardPointe is most often used by small to medium-sized organizations of all industry types.

FAQs

    What is this service generally used for?
  • As we are a B2B company, we aim to leverage the existing client base of financial institutions to use our wealth management solution(s). We approach enterprise and non-enterprise institutions in the financial sector, ranging from banks to independent advisors.

    Privé provides a completely integrated and digitized wealth management solution, designed to empower advisors and financial institutions to provide personalized and bespoke portfolios for each client efficient and effectively. The result is that such advisors and financial institutions are able to provide more value-add financial advice and generate more revenue through increased AuM and gaining a greater wallet share of their clients.

    This award-winning, lead-generation solution is powered by an artificial intelligence-driven, evolutionary algorithm and patented vFund technology. It comprises five vertically-integrated modules relating to wealth planning, risk profiling, investment exploration, algorithmic optimization and personal reporting. The customizability of each module brings the end client, advisor and financial products into one ecosystem.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Who are the main user groups of this service?
  • We currently have over 70 enterprise-level clients globally. Our clients include private banks, insurance companies, EAMs, IFAs and family offices.

Vendor Information

Founded:
-
Based in:
King of Prussia
Employees:
201-500
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses CardPointe
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Privé Technologies
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
Japanese, Korean, German, English, Chinese
Regional Restrictions:
No restrictions.
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