Operations

Data management for the asset management

Operations
Offering
  • Standardized and automated onboarding process
  • Dedicated and professional onboarding project team
  • Efficient data migration thanks to tools and templates
  • Weekly project meeting and project status reporting
  • Dedicated training for platform users
Benefits
  • Efficient onboarding process
  • Professional support through the onboarding process
  • Reduced project duration and high data quality
Offering
  • 1st level support for business topics and user application
  • 2nd and 3rd level support by our specialists
  • Support for market data and custodian banks
  • Rollout of new software versions and allocation of licenses
  • Modern support tool with knowledgebase
Benefits
  • Professional and dedicated support from a single source
  • Dedicated support team at your disposal
  • Continuous development and new features
Offering
  • Dedicated data storage for each of our customers
  • Data storage in Switzerland
  • Highest data encryption of data transmission
  • Modern data backup and archiving
Benefits
  • Highest security standards
  • Modern data encryption
  • Dedicated data storage
Offering
  • Interfaces to all known custodian banks available
  • Collection, consolidation and integration of customer data from various custodian banks
  • Daily data quality analysis and correction
  • High data quality of all bank and market data
Benefits
  • Efficient, reliable and immediately available data
  • High data quality and integrity across multiple custodian banks
  • Efficient data transmission

Live Demo

Do you wish further information on the Evolute data operations? Do not hesitate to contact us:

Pascal P. Lemann
Chief Markets Officer
pascal.lemann@evolute.com
+41 44 500 15 05

 

Efficient data management and client servicing

Our back office provides highly sophisticated data management, sourcing high quality data from custodians and 3rd parties. We support our clients in customizing and using our tools in the most efficient manner.

 

The Evolute platform

Perfection lies in the interplay of various components tailored to each other:

PLATFORM OVERVIEW