Evolute’s CRM and Portfolio Management Software with its integrated marketplace for financial products and services enables independent wealth managers, family offices and financial product and service providers to strengthen and expand their market position.
«We use Evolute as a central database with interfaces to many various custodians. Client and portfolio information is managed in a structured way and intelligently synchronised with third-party solutions. As a result, our portfolio managers, have access to all important information at the touch of a button and therefore have more time to focus on their core competencies, namely making well-founded and investor-related investment decisions.»
«Evolute’s software enables us to automate various compliance checks, such as flow of funds across different custodian bank relationships or the review of the current asset allocation per customer portfolio against the contractually agreed guidelines, and thus to process them much more efficiently.»
«In our search for a state-of-the-art CRM/PMS provider, we chose Evolute because we were convinced not only by the user-friendliness of the software, but also by the value for money and the people behind it. We are looking forward to the future cooperation and are convinced that with Evolute we have chosen a very competent provider with the right vision for the future.»
«As the person responsible for compliance, I am dependent on a clear presentation of pending matters as well as a central filing of documents so that I can react quickly and act efficiently when tasks arise. Evolute provides me with the necessary transparency about all our portfolios with just a few clicks and helps me to keep everything in view with about 30% less effort. We also feel well positioned with regard to FINIG/FIDLEG and are competently supported in various areas with the software from Evolute.»
«In our search for a modern CRM/PMS provider, we chose Evolute not only because of its user-friendly software, but also because we were impressed by the price-performance ratio and the new digital service platform from BDO. We are convinced that BDO & Evolute’s ‘combined’ offering will allow us to meet the future requirements of the wealth management industry with low cost and time efforts from our side.»
«In addition to the standard CRM and PMS functionalities that Evolute offers, we benefit in particular from the ability to export all portfolio, position and client data from the system with a single click. This flexibility allows us to carry out a comprehensive analysis at various levels (FINMA statistics, AMLA audits, new and netted clients, etc.) and thus meet all requirements.»
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