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About IQInvoice

IQInvoice provides Intelligent Capture and AP Automation software to simplify and transform your business. Organizations looking to reduce costs and increase the efficiency of their accounts payable operations benefits from a unified platform that combines data capture, process management, data integration, vendor management, mobile access, centralized collaboration and analytics.

About Biz4x

Biz4x helps money services businesses (currency exchange, remittance, bureau de change), professional services, fintechs and financial institutions become more efficient, compliant and relevant. Through Biz4x, businesses can:

  • Record their stock, customer transactions, customer details, and generate management reports (stock/profit-loss etc)
  • Conduct customer due diligence via a compliance database (AML, PEP, and sanctions lists)
  • Create a custom risk-based compliance policy
  • Monitor real-time FX rates
  • Publish rates both online and on a physical rateboard
  • Accept online bookings from customers
  • Engage in wholesale banknotes trading
  • Access Biz4x data through APIs

Biz4x is available both as a web app and on mobile (Android, iOS). It is used by businesses in more than 35 different countries.

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

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

  • Workflow Flexibility

  • Instant Invoice Routing

  • OCR Service

  • PO Matching

  • Invoice Visibility

  • Multi-Companies

Summary

  • Record all stock of currencies and customer transactions

  • Generate management and regulatory reports (stock, profit-loss etc)

  • Conduct customer screening through a compliance database (AML, PEP, sanctions, SDN, US OFAC, etc)

  • Monitor and track real-time FX rates for all major currency pairs

  • Create customised rateboards and publish them online or to physical rateboards

  • Accept customer bookings on retail exchange rates

  • Automated rate update by predetermined profit margin

  • Support for multiple branches and permissions for different user roles

  • Engage in wholesale banknotes trading

  • Data APIs for system integration

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

    Does this service integrate with any other apps?
  • ERP
    Accounting Software

  • Does this service offer an API?
  • YES

  • What are some applications this service is commonly used in tandem with?
  • ERP
    Accounting Software

  • What platforms does this service support?
  • Microsoft
    OS

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

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

  • What is this service generally used for?
  • Accounts Payable Automation

  • Who are the main user groups of this service?
  • Financie
    Accounts
    Procurement
    Senior Management

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes, Biz4x offers help support in all regions of the world through chat, email, phone and in-person troubleshooting.

    Detailed How-To guides walk the user through the set-up and use of Biz4x for daily operations.

  • Does this service offer an API?
  • Biz4x provides live FX and compliance APIs so you can integrate quality data into your own in-house systems.

  • What is this service generally used for?
  • Money service businesses use Biz4x to manage all aspects of their currency exchange operations. The platform provides them with real-time market and compliance data, a point-of-sale system for recording cost, amount of stock,customer transactions and a means of acquiring new customers online. Through Biz4x, money services businesses can conduct wholesale trading of banknotes among their peers.

    Professional services and fintechs often use Biz4x Compliance for their risk assessment and management.

  • What platforms does this service support?
  • Biz4x is available as a web app and can be used on Google Chrome, Safari, Microsoft Edge. The Biz4x mobile app can be downloaded on Google Play or the App Store.

  • Who are the main user groups of this service?
  • Money services businesses such as bureaux de change, currency exchanges and money exchanges use Biz4x for all their business management needs.

    Biz4x Compliance is also used by accounting firms, lawyers, corporate secretaries and fintechs.

  • Does this service offer multi-user capability (e.g. teams)?
  • Biz4x can be set-up on multiple branches, and managed through a single console. This allows each retail branch to maintain their own set of Buy/Sell rates, currency set-up, reporting and data.

    Users can be assigned to different roles (Teller, Compliance Officer, Manager, Owner) with varying levels of permissions. In addition, custom roles can be created for individuals.

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

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Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other

Who uses IQInvoice
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Biz4x
  • Personal
  • Startups
  • SMEs
  • 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:
English, Chinese, Japanese, Korean, German
Regional Restrictions:
No restrictions.
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