Evolute provides a comprehensive platform for managing a wealth manager’s daily tasks. We offer an integrated, modular, multi-custody software solution along the advisory process from client onboarding, to managing client relationship and portfolios, execution, controlling and rich customer reporting (e.g. ESG). The platform is operated (consolidation and reconciliation services) and hosted in Switzerland with highest data security standards.

Key Features:

• Advisory: Integrated and intuitive consulting options
• CRM: Easy management of the customer relationship
• PMS: portfolio consolidation and simulation
• Compliance: Monitoring the legal requirements
• Interface: Connection to data suppliers & service providers