More than just a software –
we simplify processes

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.

Our Clients

	

	

Our solutions

The efficient and comprehensive wealth management software.
An efficient data processing and support service.
An intuitive consultant and client application for on the road.
The marketplace adapted to the needs of wealth managers.

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
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    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

      The right Partner

      We simplify wealth management and contribute to the success and growth of our clients. Our expertise sets us apart.

      Comprehensive Software

      A full range of complementary software modules for wealth management, available as a desktop and mobile application.

      Trust and Stability

      Evolute is professional, competent and solid. That is why our investors trust us with their long-term commitment.

      Data Security

      All data is stored and processed in Switzerland and is therefore subject to the Swiss data protection law. Our products protect our clients.
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      Interfaces with custodians
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      Mia.
      Assets under Management in CHF
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      Daily processed transactions
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      Daily handled instruments
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      Customers in Switzerland and Liechtenstein
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      Motivated employees in Zurich and Lviv

      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.