The new way of wealth management

Request a Demo

The new way of digital wealth management

Unlock the true value of wealth management

Request a Demo

Digitale-Vermögensverwaltung-Plattform-Technologie-Wealthtech

Evolute Core

The efficient and holistic wealth management software

Digitale-Vermögensverwaltung-Plattform-Operations-Wealthtech

Evolute Mobile

The intuitive advisory- and end-client mobile application 

Digitale-Vermögensverwaltung-Plattform-Legal-Compliance-Risk-Management-Wealthtech

Operations & Services

Efficient data processing and support services

What our customers say

"In the search for a state of the art CRM/PMS provider, we chose Evolute because we were convinced not only by the user-friendliness of the software, but also by the value for the price and the people behind it. We are looking forward to the future cooperation and are convinced that with Evolute we have chosen a very competent provider with the right vision for the future".

Beat Brügger, BCO Partner

Brügger Beat, BCO Partner
Titelbild Herr Genoni Limmatwealth

 

"Evolute's software enables us to automate various compliance checks, such as flow of funds over various custodian bank relationships or checking the current asset allocation per customer portfolio against the contractually agreed guidelines, and thus to process them much more efficiently".

Maurizio A. M. Genoni, Chairman of the Board & CEO Limmat Wealth

Partner of choice.

We simplify the wealth management business and support our client’s success and growth.

Software

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Comprehensive software.

A great solution combining functional components for wealth managers, available as desktop and mobile solution.

software

Happy clients.

25 leading asset managers (CHF 9bn assets in total) are running their business with Evolute.

company

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Trust and Stability.

Our investors trust in us, proofing this with a long-term financial commitment.news

COMPLIANCE

Compliant with the most recent guidelines.

Digitale Vermögensverwaltung Plattform Evolute Compliance Risiko Management

CRM

A hollistic client view strengthens the client relationship.


Digitale Vermögensverwaltung Plattform Evolute CRM

PORTFOLIO SOLUTIONS

Creation and monitoring of customized portfolios. 

Digitale Vermögensverwaltung Plattform Evolute PMS Portfolio
IAM Workday
Digitale Vermögensverwaltung Plattform Evolute Dokumente

DOCUMENTS & DATA

Creation and storage of all relevant data. 

Digitale Vermögensverwaltung Plattform Evolute Schnittstellen

INTERFACING & AGGREGATION

Interfaces to custodian banks, data providers and other service providers. 

Digitale Vermögensverwaltung Plattform Evolute Kollaboration

COLLABORATION

Interactive communication between wealth manager and its clients.

Assets under administration

9000000000 CHF

CONTACT US

We look forward to hear from you! 

welcome@evolute.com

adDresses

SWITZERLAND
Uetlibergstrasse 132
8045 Zurich

 

UKRAINE

Zelena Street 186
UA-Lviv, 79020

 

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