Evolute platform

Unique, comprehensive digital wealth management solution for independent asset managers and banks

Software

Wealth Management Software

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We offer a software solution with all functionalities in a fully integrated manner.

Our wealth management core features are enriched with innovative, digital modules, such as portfolio construction and hybrid advisory functionality.

Hybrid Robo Advisor

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Operations

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Our back office provides highly sophisticated data management, sourcing high quality data from custodians and third parties.

Services

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We offer compliance, risk management, and legal services, providing our clients with a scalable, cost-effective business set-up - as a modular or comprehensive solution.

Software

Wealth Management Software

MORE

We offer a software solution with all functionalities in a fully integrated manner.

Our wealth management core features are enriched with innovative, digital modules, such as portfolio construction and hybrid advisory functionality.

Evolute Digital

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Operations

MORE

Our back office provides highly sophisticated data management, sourcing high quality data from custodians and third parties.

Services

MORE

We offer compliance, risk management, and legal services, providing our clients with a scalable, cost-effective business set-up - as a modular or comprehensive solution.

Live Demo

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

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

 

A perfect unit of individual modules

The Evolute platform covers the entire wealth management value chain.

Perfection lies in the interplay of various components tailored to each other, which are specially developed and optimally matched in order to work together efficiently.

Based on the modules, we offer you a tailor-made solution that meets your needs. Choose between our complete solution or individual components.

Some of the clients that place their trust in Evolute

Assets under assignment

9000000000 CHF