Location
Headquarters: Lausanne, Vaud, Switzerland, Europe
Region: Vaud
Country: CH
Continent: Europe
About
Evooq provides wealth management software platforms with integrated risk analytics and portfolio construction capabilities for advisors, CIOs, and product teams. The company focuses on enabling personalized investment services at scale across the wealth management ecosystem, helping banks and wealth managers deliver high-quality, bespoke advice. Based in Switzerland, Evooq positions itself as a specialist in the intersection of wealth management and financial technology.
Evooq provides wealth management software platforms with integrated risk analytics and portfolio construction capabilities for financial advisors and chief investment officers. The company helps banks and wealth managers deliver personalized investment services at scale by streamlining the advisory process and supporting strategic asset allocation.
Evooq
2018
for_profit
active
Industries
Primary Industry: Software
Categories
Funding & Financials
corporate_round
private
Investors
Technology Stack
Products
Wealth platform for banks: A digital workspace for Advisors and Relationship Managers to deliver personalized investment advice and manage client portfolios efficiently.
Risk engine: An analytics engine that provides detailed risk assessments and simulations for portfolios and financial products across all asset classes.
Products platform: An integrated portal for managing, monitoring, and trading financial products, especially Structured Products, with multi-issuer capabilities.
Portfolio construction engine: A tool to build portfolios at asset class and product levels based on client preferences and bank insights.
Wealth platform for IAMs: A platform consolidating portfolio data and tasks for Independent Asset Managers in one interface.
Engagement platform: A platform for client prospecting and onboarding that captures client profiles, goals, and preferences to propose tailored investment solutions.