Evooq is a Swiss-based provider of wealth management technology solutions with the mission to offer personalized investment advice at scale.
Its comprehensive solutions cover the entire process - from customer profiling to generating investment proposals, automating even the most complex and labor-intensive parts.
Through its sister company, Edgelab, Evooq integrates the best-in-class risk analytics and portfolio construction capabilities into its platforms to empower investment professionals with vital information at their fingertips.
It significantly reduces the tools wealth managers need to do their jobs, freeing up time to focus on whats essential for thembuilding client relationships.
Evooq is trusted by some of the worlds largest banks and wealth management companies across Europe and Asia.
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Its comprehensive solutions cover the entire process - from customer profiling to generating investment proposals, automating even the most complex and labor-intensive parts.
Through its sister company, Edgelab, Evooq integrates the best-in-class risk analytics and portfolio construction capabilities into its platforms to empower investment professionals with vital information at their fingertips.
It significantly reduces the tools wealth managers need to do their jobs, freeing up time to focus on whats essential for thembuilding client relationships.
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Wealth platform for banks
A scalable platform for Advisors and RMs to deliver high-quality, personalized and differentiated advice for all clients.
Risk engine
An engine providing insightful and robust risk analytics of any portfolio and product, including complex ones of all asset classes.
Product platform
A workspace for managing, monitoring and trading products, particularly structured products, thanks to multi-issuer connectivity.
Products and Services
Products and Services |
Description |
Wealth platform for banks |
A scalable platform for Advisors and RMs to deliver high-quality, personalized and differentiated advice for all clients. |
Risk engine |
An engine providing insightful and robust risk analytics of any portfolio and product, including complex ones of all asset classes. |
Product platform |
A workspace for managing, monitoring and trading products, particularly structured products, thanks to multi-issuer connectivity. |
Engagement platform |
A prospecting and onboarding tool to capture profiles, goals and preferences and propose tailored solutions for all segments. |
Wealth platform for IAMs |
A comprehensive portfolio management system that consolidates all tasks and portfolio data in one place. |