Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • AlternativeSoft Reviews & Ratings
    19 Ratings
    Company Website
  • FundCount Reviews & Ratings
    13 Ratings
    Company Website
  • Borealis Reviews & Ratings
    8 Ratings
    Company Website
  • Nexo Reviews & Ratings
    15,878 Ratings
    Company Website
  • Serviceaide Reviews & Ratings
    138 Ratings
    Company Website
  • Paligo Reviews & Ratings
    100 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Seertech Reviews & Ratings
    15 Ratings
    Company Website
  • CREDITONLINE Reviews & Ratings
    16 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website

What is Evooq?

Boosting client satisfaction while achieving exceptional business outcomes is our primary focus. We customize our investments to align with the distinct requirements and desires of each client. Our commitment to providing remarkable and scalable services extends across both discretionary and advisory mandates. Clients benefit from essential expertise and advanced technological resources without the complications of ownership. Our support is comprehensive, extending from the onboarding phase through to daily operations. We equip financial professionals with investment technologies and services engineered to significantly ease their responsibilities. At its core, investment management is about guiding clients' funds to help them fulfill their aspirations, and we prioritize keeping that process straightforward. Evooq collaborates with wealth and asset managers to refine their offerings and optimize operations, which empowers them to achieve better results for their clients and their own businesses. Based in Switzerland, we work alongside wealth and asset management firms worldwide, ensuring they possess the necessary tools and support to succeed in a competitive environment. Our dedication lies in continuously innovating and adapting to the changing demands of our partners, allowing us to remain at the forefront of the industry. Ultimately, we believe that by fostering strong relationships and understanding client needs, we can drive sustainable success for all stakeholders involved.

What is Black Diamond Wealth Platform?

Wealth management presents a myriad of challenges, including fostering client relationships, maintaining compliance, and handling tasks related to reporting and rebalancing. The Black Diamond® Wealth Platform enables you to dedicate the appropriate time needed to adeptly support your clients at every stage of their financial journey. Featuring intuitive dashboards, robust functionalities, seamless integrations, and exceptional service, it simplifies the delivery of a refined and modern client experience. Clients enjoy a tailored portfolio dashboard that provides immediate insights into performance metrics, expected income, allocation distributions, and activity overviews. Furthermore, the secure two-way document vault facilitates the efficient sending, storage, and auditing of vital documents, such as custodial statements. By integrating external account aggregation, you can accurately assess net worth and create detailed balance sheet reports, thereby improving financial transparency for clients. This comprehensive strategy ensures that both you and your clients remain well-informed and actively involved in the management process while fostering a sense of collaboration. Ultimately, the platform not only enhances operational efficiency but also strengthens the client-advisor relationship.

Media

Media

Integrations Supported

MoneyGuidePro
Nitrogen
ProTracker Advantage
RightCapital

Integrations Supported

MoneyGuidePro
Nitrogen
ProTracker Advantage
RightCapital

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Evooq

Company Location

Switzerland

Company Website

www.evooq.ch/

Company Facts

Organization Name

SS&C Advent

Date Founded

1983

Company Location

United States

Company Website

blackdiamond.advent.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

M2Advisor Reviews & Ratings

M2Advisor

M2Wealth
Summit Reviews & Ratings

Summit

Summit Wealth Systems
iPM Portal Reviews & Ratings

iPM Portal

INDATA AI