Audience

Financial professionals seeking a solution to manage their clients and improve their services and everyday operations

About Evooq

Achieve better client and business outcomes. Investments that address the individual needs and preferences of any client. Scalable, exceptional service across both discretionary and advisory mandates. Access to expertise and technology capabilities without having to actually own them. From onboarding to everyday operations. We provide financial professionals with investment technology and services that make their work radically simple. Investment management is a simple business at its core: investing clients’ money and helping them achieve their goals. We aim to keep it like that. Evooq helps wealth and asset managers strengthen their offerings and operations, so they can achieve better outcomes for both their businesses and clients. We provide financial professionals with investment technology and services that make their work radically simple. Based in Switzerland, we work with wealth and asset management companies all over the world.

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Company Information

Evooq
Switzerland
www.evooq.ch/

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Phone Support
Online

Evooq Frequently Asked Questions

Q: What kinds of users and organization types does Evooq work with?
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Evooq Product Features