Evolute Mobile

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.

  • 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

Get your non-binding offer!

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∅ Fees p.a. in CHF*

    With Evolute you benefit from the following advantages


    15% Increase in efficiency due to the automation of the processes

    Better customer experience
    through modern CRM and Client Applikation

    Reducing operational risks
    and Simplify compliance

    *without reconciliation

    Get your non-binding offer!

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    Licences
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    Portfolios
    0
    Instruments
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    Custodians
    ∅p.a./CHF*

      Benefit from the following advantages with Evolute


      15% Increase in efficiency due to the automation of the processes


      Better customer experience
      through modern CRM and Client Applikation


      Reducing operational risks
      and Simplify compliance

      *without reconciliation

      Get a non-binding offer now

      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.