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.
Infrastructure and hosting
Evolute Tool, Mobile und Marketplace
Unlimited amound of licenses (Full/Light)
Management of market and
Daily evaluation of investments via
Refinitiv or SIX Financial Information
Data aggregation via interfaces
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.