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Wealth Management Software

The digital platform for asset managers

Features
  • Custom designs
  • Institutional grade content
  • Ad hoc and scheduled reporting
Benefits
  • Assemble reports from 30+ building blocks
  • Enjoy full flexibility in design and content
  • Delight your clients with an overview across their custody banks
Features
  • Client onboarding
  • Document management
  • Workflow management              
  • Risk profiling
Benefits
  • Model complex client structures in a holistic approach
  • Manage all documents in one place
  • Allow efficient client administration across teams
  • Understand wholistic client situation
Features
  • Automated interfaces
  • Account aggregation
  • Consolidated view
  • Get the iOS App from the Itunes Store
Benefits
  • Connect to 45 banks electronically
  • Delight your clients with a holistic wealth analysis
  • Relay on industrialized and efficent data management
Features
  • Monitoring                            
  • Portfolio analysis
  • Rebalancing                   
  • Order management
Benefits
  • Create convincing investment proposals
  • Manage discretionary and advisory mandates efficiently
  • Identify actionable investment opportunities
Features
  • MiFID / FIDLEG
  • MiFIR transaction reporting
  • AML / PEP screening
Benefits
  • Offer your services in a fully compliant manner
  • Reduce business risks by adhering to all regulatory requirements
  • Profit from a PWC acknowledged compliance framework

Live Demo

Do you wish further information on the Evolute core technology? Do not hesitate to contact us:

Raphael Suter
Head of Sales
raphael.suter@evolute.com
+41 44 500 15 05

 

The Evolute platform

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