The intuitive consultant and end client application on the go. Due to the increasing flexibility requirements of end clients, we offer you, as a wealth manager and family advisor, a modern and user-friendly application to guide your end client through a consultation in an efficient, modern and paperless manner.
Evolute Mobile
- Exchange and filing of documents
- Enhanced client retention and interaction
- Compelling positioning of the wealth manager as a holistic and modern service provider
- Moduls for preparing meetings
- All relevant client and portfolio information is available at all times
- Attractive tablet solution to support the client meeting
- Cooperation between wealth manager and client independent of location and time
- Possibility of digital interaction
- Acquisition of new clients through the multi-channel collaboration model
- Daily consolidation of all assets
- Integration of all bankable and non-bankable assets
- Holistic view and analysis of assets
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∅ Fees p.a. in CHF*
*without reconciliation
Get your non-binding offer!
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Licences
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Portfolios
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Instruments
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Custodians
∅p.a./CHF*
*without reconciliation
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Contact us.
+41 44 500 15 00
welcome@evolute.com
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.