Evolute | Our Product
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Deeply integrated tool suite covering all aspects of wealth management

Seamless integrated collaboration model with secure client portal, self-service area and messaging

Out-of-the-box support for custodian connectivity

Covering the entire value chain

Wealth Management in a fully integrated and intuitive way

Collaboration

Establish great customer experiences across all channels, touchpoints, and devices

Interfacing & Aggregation

Connect to custodian banks, data providers and other third party service providers

Compliance

Stay compliant in a fast-changing environment

Portfolio Solutions

Create and monitor customized portfolios efficiently

CRM

Leverage holistic client insights to strengthen client relationships

Documents & Data

Access digital records securely anytime from everywhere