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.
With Evooq's advisory application private banks and wealth managers are able to:
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