Solution introduction
End-to-end advisory tool
A scalable platform for Advisors and RMs to deliver high-quality, personalized, and differentiated advice for all clients
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 with client goals and preferences, bank views, and regulatory requirements, containing all the necessary information, including pre-trade analysis.
Banks use the Wealth Platform of Evooq to gain efficiency, reduce operational costs and risk, and provide highly personalized investment services to a broader range of clients with scale.
With Edgelab's Risk engine embedded, the Wealth Platform gives Advisors an in-depth understanding of the risks and exposures of the portfolio. It assesses the impact of any portfolio simulations before it gets proposed to investors or implemented.
Features
With Evooq's Wealth Platform private banks and wealth managers are able to:
- Deliver highly personalized investment proposals
- Target the right client with the right advice
- Improve distribution of CIO views in client portfolios
- Perform systematic monitoring and rebalancing
- Enhance portfolio quality and reporting capabilities
Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Client Regional Presence
- Asia
- Middle East
- South America
- Western Europe
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Wealth Platform
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