Solution introduction
Partnering for the long run
We provide a comprehensive solution that enables companies like yours to meet the investment needs of your clients
Our offer
Digital solution
Digital platform to manage your clients, review their documentation and monitor their portfolios.
Awarded portfolio management
Access to our awarded portfolio management strategies across multiple services: Wealth Management, Pillar 3a, Vested Benefits and Private Markets.
Dedicated Relationship Manager
One of Everon relationship managers will support you and your clients whenever you need.
Everon app
Everon app for your clients to digitally onboard and monitor their portfolios.
