"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
"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
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.