The new way of digital wealth management

Unlock the true value of wealth management

To our blog To our platform

The new way of digital wealth management

Unlock the true value of wealth management

To our blog To our platform

Digitale-Vermögensverwaltung-Plattform-Technologie-Wealthtech

Software

The efficient and holistic wealth management software

Digitale-Vermögensverwaltung-Plattform-Operations-Wealthtech

Operations

High quality and efficient data processing by the back office

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

Services

We know the regulatory requirements

A unique, comprehensive digital platform

The Evolute platform is a unique, comprehensive digital Asset Management solution for independent asset managers and banks. The combination of intelligent technology, profound knowledge and personal consulting enables a solution-focussed and individual offering for asset managers.

Perfection lies in the interplay of various components tailored to each other, which are specially developed and optimally matched in order to work together efficiently. 

To Evolute's platform

Digitale-Vermögensverwaltung-Evolute-Plattform

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
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

Customer friendly and multimedia communication to custodian banks and other third party providers.

Assets under administration

9000000000 CHF

CONTACT US

We look forward to hear from you! 

welcome@evolute.com

adDresses

SWITZERLAND
Uetlibergstrasse 134
8045 Zurich

 

UKRAINE

Zelena Street 186
UA-Lviv, 79020

 

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