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Evolute Mobile

The intuitive advisory- and end-client mobile application

Features
  • Reporting in the design of the wealth management firm
  • Selection of more than 40 pages
Benefits
  • Attractive presentation towards the clients
  • Basis for convincing client meeetings
Features
  • Meeting preparation mode
  • Client overview with contact notes feature
  • Meeting wrap-up mode
  • Solution in the individual design of the wealth management firm
Benefits
  • All relevant client- and portfolio information at any time available
  • Attractive tablet solution supporting the client conversation
Features
  • Portfolio overview
  • Performance review
  • Portfolio analysis and drill-down screen
  • Documents
Benefits
  • Improvement of client relations and interaction
  • Convincing positioning of the wealth management firm as a holistic, modern service provider
Features
  • Consolidation of safekeeping and cash accounts from over 45 banks
  • Overview and analysis of all securities and cash positions
Benefits
  • Holistic wealth view and insights
  • Get the iOS App from the Itunes Store
Features
  • Collaboration between wealth manager and client independently from time and location
  • Digital interactioin
  • Get the iOS App from Itunes Store
Benefits
  • Increase your service offering with a unique digital channel
  • Acquire new clients thanks to multi-channel collaboration models

Live Demo

Do you wish further information on the Evolute digital 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.