Evolute launches the first integrated and intelligent online marketplace for financial products and services in Switzerland. Designed as an open ecosystem, it brings together independent wealth managers and multi-family offices with providers of financial products and services: Based on anonymous data, intelligent and relevant proposals are made to expand the range of products and services provided by wealth managers to the end clients.
(Video in German)
- Higher relevance, as he enhances his standing with the client further through concrete and targeted proposals.
- Higher convenience: proposals are generated based on anonymous data by the system
- More profit thanks to the marketplace offerings and active presentation by the asset manager.
- Display of their products and a new digital and therefore efficient distribution channel.
- Access to independent wealth managers and indirectly to their end clients.
- Personalised and targeted offers can be made.
- End clients receive data-based and relevant investment proposals and services presented by the wealth manager.
- Comprehensive and broader consultation that goes beyond financial matters.
- Tailor-made experience and service.
Evolute’s software forms the basis for the integrated marketplace, as without software there is no data and without anonymised data there is no targeted, relevant offering. Accordingly, Evolute AG’s focus remains on continually developing and improving the software. Evolute is also aware of the responsibility that comes with processing sensitive data. The company does not make any compromises with regard to data security. All data is stored in Switzerland and subject to the strict requirements of Swiss data protection laws. Asset management clients’ portfolio data is used exclusively on an anonymised basis. Protection of software and the marketplace against cyberattacks meets the highest standards and is aligned with the latest knowledge.
Are you interested in our solutions and would like to receive a non-binding offer? We are happy to provide you with an individual proposal tailored towards your needs.