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
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:

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

 

Fully integrated asset manage-ment platform

We offer a software solution with all functionality in a fully integrated manner. Our core features are enriched with innovative functionalities such as consolidation, investments and reporting.

 

The Evolute platform

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

PLATFORM OVERVIEW