Evooq
Curated by SignalWealth management software suite streamlining investment processes for clients.
Overview
Evooq is a company that offers a software suite aimed at wealth management, intended to support the operations of wealth managers and financial advisors. The platform includes various financial technology tools such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, all integrated into a single system. It primarily targets private banking clients in Switzerland, Europe, and Asia, providing investment advice, a comprehensive view of risk, and the ability to trade structured products. The company utilizes artificial intelligence and machine learning for predictive analytics to improve investment strategies while maintaining compliance with regulatory requirements. Additionally, the platform's application programming interfaces (APIs) allow for integration with external financial services, which may enhance operational efficiency and client engagement.
Key facts
- Founded
- 2018
- Headquarters
- Lausanne, Switzerland
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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- Phone
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Open roles
1 roleSoftware Engineer - Java, Kotlin, Spring boot
Zurich, Zurich, Switzerland · Hybrid · Full-time
