The new way of digital wealth management
Unlock the true value of wealth management
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.
Compliant with the most recent guidelines.
A hollistic client view strengthens the client relationship.
Creation and monitoring of customized portfolios.
Creation and storage of all relevant data.
Interfaces to custodian banks, data providers and other service providers.
Interactive communication between wealth manager and its clients.