Operations

Data management for the asset management

Offering
  • Standardized and automated onboarding process
  • Dedicated and professional onboarding project team
  • Efficient data migration thanks to tools and templates
  • Weekly project meeting and project status reporting
  • Dedicated training for platform users
Benefits
  • Efficient onboarding process
  • Professional support through the onboarding process
  • Reduced project duration and high data quality
Offering
  • 1st level support for business topics and user application
  • 2nd and 3rd level support by our specialists
  • Support for market data and custodian banks
  • Rollout of new software versions and allocation of licenses
  • Modern support tool with knowledgebase
Benefits
  • Professional and dedicated support from a single source
  • Dedicated support team at your disposal
  • Continuous development and new features
Offering
  • Dedicated data storage for each of our customers
  • Data storage in Switzerland
  • Highest data encryption of data transmission
  • Modern data backup and archiving
Benefits
  • Highest security standards
  • Modern data encryption
  • Dedicated data storage
Offering
  • Interfaces to all known custodian banks available
  • Collection, consolidation and integration of customer data from various custodian banks
  • Daily data quality analysis and correction
  • High data quality of all bank and market data
Benefits
  • Efficient, reliable and immediately available data
  • High data quality and integrity across multiple custodian banks
  • Efficient data transmission

Live Demo

Do you wish further information on the Evolute services & operations? Do not hesitate to contact us:

Raphael Suter
Head of Sales
raphael.suter@evolute.com
+41 44 500 15 05

 

The Evolute platform

Perfection lies in the interplay of various components tailored to each other.