Our wealth management platform comprises: Technology, Operations and Services
Our solution meets the immediate demands of the financial services industry for an innovative wealth management platform
We offer integrated, modular solutions featuring services, technology, and operations.
Integrated, because the components are designed to interlock perfectly and to work together efficiently.
Modular, because you can chose a comprehensive solution, or opt for individual components.
We offer a software solution with all functionality in a fully integrated manner. Our wealth management core features are enriched with innovative modules, such as portfolio construction and hybrid advisory functionality.
Our back office provides highly sophisticated data management, sourcing high quality data from custodians and 3rd parties. We support our clients in customizing and using our tools in the most efficient manner.
We understand regulatory requirements. We offer compliance, risk management, and legal services, providing our clients with a scalable, cost-effective business set-up that conforms to the latest regulations, as a modular or comprehensive solution.
The unique features of the Evolute platform
Great customer experiences across all channels, touchpoints, and devices
Fully integrated and intuitive wealth management
Stay compliant in a fast-changing environment
Leverage holistic client insights to strengthen relationships
Create and monitor customized portfolios efficiently
Access digital records securely – anytime and anywhere
Connectivity to custodian banks, data and other service providers