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features
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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 Edgelab?

Offer customized solutions that truly resonate with the aspirations of clients, ensuring that their investments are managed within their defined risk tolerances. Equip wealth managers with automated investment recommendations, sophisticated risk assessments, and simulation tools that facilitate informed decision-making. Streamline the process of creating investment proposals while automating compliance and reporting tasks to expand service offerings to a wider range of clients. Develop specific portfolio recommendations that not only reflect the bank's insights but also align with client preferences and account for the full spectrum of available assets. Implement stress testing and simulations to analyze how changes impact client portfolios, aiming to uncover configurations that optimize the balance between risk and return. Identify portfolios that may breach investment suitability and strategic asset allocations. Furthermore, deliver actionable insights on optimal trading strategies to help steer existing client portfolios towards achieving their desired asset allocation objectives, thereby enhancing overall investment performance. By weaving together these approaches, wealth managers can dramatically improve both the quality of their services and the satisfaction of their clients, ultimately fostering long-term relationships built on trust and success.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Edgelab

Company Website

www.edgelab.ch/

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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