The new way of digital wealth management
Unlock the true value of wealth management
Unlock the true value of wealth management
We simplify the wealth management business and support our client’s success and growth.
A great solution combining functional components for wealth managers, available as desktop and mobile solution.
25 leading asset managers (CHF 9bn assets in total) are running their business with Evolute.
Our investors trust in us, proofing this with a long-term financial commitment.news
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.
We look forward to hear from you!
SWITZERLAND
Uetlibergstrasse 134
8045 Zurich
UKRAINE
Zelena Street 186
UA-Lviv, 79020
Unlock the true value of wealth management.
Uetlibergstrasse 132 | 8045 Zürich
+41 44 500 15 00 | welcome@evolute.com