Evolute provides a comprehensive digital wealth management solution for independent wealth managers and banks.
Regulations and technology drive the future
Wealth management is undergoing fundamental change. Efficient processing and automation relieve clients and advisors from regulatory and administrative tasks. Clients become more demanding in terms of the service quality and how they interact with their advisors.
Evolute’s unique solution combines intelligent technology, sound knowledge, and personal advice in a tailor-made and solution-oriented offering for wealth managers. Due to the merger with Swiss Comply, the leading provider of compliance and risk management solutions for Swiss financial institutions, we combine the best of two worlds in a modular one-stop shop.
We understand wealth management goals and processes. Evolute is a seamlessly integrated platform covering the entire wealth management value chain.
Fully integrated digital wealth management platform
Efficient data management and client servicing
Comprehensive compliance, risk management and legal services
45+ professionals in Switzerland and Ukraine are fully motivated to service our clients
Peter A.C. Blum Chairman
Kathleen DeRose Member
Michael Hartweg Delegate
Kaspar Wohnlich CEO
Markus Bührer COO
Heinz G. Perren CFO
Martin Polasek CTO
Pascal P. Lemann CMO
Andreas Ruflin Head Product
Kaspar Wohnlich ad. int. Head Legal & Regulatory