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Our mission is to “evolute equip” wealth managers and their clients with intelligent solutions, creating true value in a modern, digital context.

MARKET CHALLENGES

Wealth management is undergoing fundamental change. Efficient processing and automation relieves clients and advisors from regulatory and administrative tasks. Clients become more demanding in terms of the service quality and how they interact with their advisors.

OUR SOLUTION

We understand wealth management goals and processes. Evolute is seamlessly integrated software, from client risk profiling to portfolio solutions, covering the entire value chain of wealth management. Evolute closely links advisors and clients along the way, enabled by technology.

DISCOVER OUR PRODUCT

OUR COMPANY

We put clients first, and seek partners that share our values. Developing Evolute hand-in-hand with our clients, we apply our broad technical and wealth management skills. Our team wants to be a part of the future while drawing on successful past experience.

MEET OUR TEAM
80

YEARS OF BUSINESS EXPERIENCE

110

YEARS OF SOFTWARE DEVELOPMENT EXPERIENCE

5

MAJOR CLIENTS CONTRACTED

25

HIGHLY MOTIVATED EXPERTS