We understand your value as an independent wealth manager or family officer to your clients and the financial centre. Therefore we developed a software that ensures you remain competitive in the future and maximise efficiency by saving time and money.
Evolute Tool
- Aggregated overview of AUMs
- Analysis of Relationship Managers
- Consolidated analysis of mandates
- MiFID and FIDLEG compliant CRM module
- Institutional level portfolio management module
- Automation of administrative tasks
- Portfolio analysis
- Simulations and ordering
- Compliance and threshold monitoring
- Client profiling
- Suitability and Appropriateness
- Documentation
- Consolidated investment reporting
- Fee and commissions reporting
- Transaction reporting
Our service offerings
Accounts
Free Trial
Projects
Projects
Storage
Domains
Sub-domains
Infrastructure and hosting
Evolute Tool, Mobile und Marketplace
Unlimited amound of licenses (Full/Light)
Management of market and
pricing data
Daily evaluation of investments via
Refinitiv or SIX Financial Information
Data aggregation via interfaces
Reconciliation
(synchronization/quality management)
Basic
User
User
Advanced
Evolute
User
Premium
Evolute
Evolute
Our service offerings
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∅ Fees p.a. in CHF*
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0
Licences
0
Portfolios
0
Instruments
0
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.