Evooq
HQ Address
Avenue de la Rasude 5, 1006 Lausanne, Switzerland
Website Address
Business introduction
Solutions for wealth management
We design, build, and deliver technology solutions that enable high-quality personalized investment services to be offered to a wide range of investors.
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 what’s essential for them — building client relationships.
Evooq is trusted by some of the world’s largest banks, wealth management companies, and pension funds across Europe and Asia.
Evooq Solutions
Products platform
The products platform is an integrated portal where Product teams, CIOs, Portfolio Managers, Advisors, or Relationship Managers manage and leverage an entire product offering. A flexible shelf allows managing efficiently the product palette offered to investors across asset classes and their associated recommendations and views. Our Elus multi-issuer platform makes the pricing......
business needs
view solutionRisk engine
The risk engine of Edgelab helps investment professionals deeply understand the risk of their investments, make more informed decisions, and explain it more confidently to investors. Users can understand the risk of instruments and portfolios robustly across all asset classes, including the most complex ones. Our engine enables performing several on-the-fly......
business needs
view solutionWealth platform for banks
Our wealth platform is an advanced digital workspace intended for Advisors and RMs. It streamlines the investment process end-to-end and gathers all the data for clients, portfolios, products, bank views, recommendations, markets, and risks in one place. The platform makes it possible to efficiently generate investment proposals that align with client......
