Evolute Tool

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.

Wealth Manager, Family Offices and Private Banks
  • Aggregated overview of AUMs
  • Analysis of Relationship Managers
  • Consolidated analysis of mandates
Fully integrated CRM and PMS software incl. marketplace
  • MiFID and FIDLEG compliant CRM module
  • Institutional level portfolio management module
  • Automation of administrative tasks
Management of bankable and non-bankable investments
  • Portfolio analysis
  • Simulations and ordering
  • Compliance and threshold monitoring
Partnership with BDO for compliance
  • Client profiling
  • Suitability and Appropriateness
  • Documentation
Wide variety of reporting options
  • 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

Get your non-binding offer!

0
0
0
0


∅ 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!

    0
    Licences
    0
    Portfolios
    0
    Instruments
    0
    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.