Solution introduction
All-in-one platform catering for all advisory services
Simplifying every step of the client management and investment process
Evooq’s solution covers the whole advisory service - from customer on-boarding and risk profiling, to product, campaign and portfolio management. What used to take four to five separate tools can now be executed end-to-end with its advisory application. Clients can streamline operational workflows and let their teams focus on tasks that deliver a competitive advantage, such as differentiated offerings and service quality.
Features
With Evooq's advisory application private banks and wealth managers are able to:
- Curate the right solution for every client
- Deliver advice which enables informed decisions
- Improve distribution of CIO views in client portfolios
- Perform systematic monitoring and rebalancing
- Enhance portfolio quality and reporting capabilities
Key Data
PRICING
- Licence
Implementation Methods
- On-premise
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Advisory application
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