Evooq
HQ Address
Avenue de la Rasude 5, 1006 Lausanne, Switzerland
Website Address
Relevant Regions
Business introduction
Enabling personalized investment services at scale
Evooq is a Swiss-based provider of wealth management technology solutions with the mission to offer personalized investment advice at scale
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.
Key Data
Year founded
2018employees
51-200offices
4Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Evooq Solutions
Products Platform
The multi-issuer platform Elus makes the pricing and trading of Structured Products efficient and enjoyable while obtaining competitive prices, fulfilling regulatory requirements, and proactively monitoring them post-trade. Design, price discovery and execution of structured products in a fast and efficient manner. Generate documentation such as T&Cs, KID and standardized product flyers instantly. Connect......
business needs
- Business Process Management & Outsourcing
- Investment Platforms & Tools
- Market & Business Infrastructure
- Portfolio Build, Analysis & Reporting
- Trading & Back Office
Client type
client geography presence
view solutionWealth Platform
The Wealth Platform of Evooq 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......
