Solution introduction

Fully automated process – from initial idea to final product stage

Evooq is disrupting nearly every element of the structured products value chain and makes it radically simpler

Its all-in-one platform:

  • Enables the design, price discovery and execution of structured products in a fast and efficient manner
  • Generates documentation such as T&Cs, KID and standardized product flyers instantly
  • Allows you to connect compelling investment stories, ready to share with clients 
  • Aggregates all structured products in one place, including third-party-products, not traded via the platform
  • Completes the value chain with its life-cycle management capabilities

The platform can be used as a standalone application or integrated in a wealth platform to enable the design of products in a portfolio context.

Features

  • End-to-end fully digitized solution
  • Broad choice of product payoffs and top-tier issuers
  • Integrated risk analytics and life-cycle management
  • Enabling product design in a portfolio context
  • Easy integration into the investment process

Key Data

Year launched
2018
PRICING
  • Licence
Implementation Methods
  • Website access
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors
Client Regional Presence
  • Asia
  • Middle East
  • Western Europe

All-in-one platform for structured products

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Connect with Evooq

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