evolute.com +41 44 515 97 00

Our solution meets the immediate demands of the financial services industry for an innovative wealth management platform

Product & Services

Our wealth management platform comprises: Technology, Operations and Services

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.

Technology

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.

Operations

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.

Services

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.

One-stop-shop

The unique features of the Evolute platform

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Interaction

Great customer experiences across all channels, touchpoints, and devices 

Advisor tools 

Fully integrated and intuitive wealth management

Compliance 

Stay compliant in a fast-changing environment

CRM 

Leverage holistic client insights to strengthen relationships

Portfolio Solutions 

Create and monitor customized portfolios efficiently

Documents 

Access digital records securely – anytime and anywhere

Interfacing 

Connectivity to custodian banks, data and other service providers