Evooq
Evooq designs, builds, and delivers technology solutions for personalized investment services, offering a scalable wealth platform for advisors and relationship managers. Their solutions include a risk engine, products platform, and advanced intelligence, ensuring compliance and efficient accessibility with minimal on-premise installation.
About Evooq
Evooq designs, builds, and delivers technology solutions for high-quality personalized investment services. The company offers a scalable wealth platform for Advisors and Relationship Managers (RMs) to deliver personalized and differentiated advice. With offices in Lausanne, Zürich, and Singapore, Evooq provides its solutions to private banks, independent asset managers, and some of the world's largest wealth managers across Europe, North America, and Asia.
Evooq Services
Evooq's wealth platform consolidates all tasks and portfolio data in one place for Independent Asset Managers (IAMs). The engagement platform captures clients' profiles, goals, and preferences to propose tailored investment solutions. The strategies platform supports CIOs and asset managers in making strategic and tactical decisions on asset allocations. Further, the goal-based engine helps define clients' goals, build allocations to meet them, and monitor ongoing progress. All solutions are cloud-centric, ensuring efficient accessibility with minimal on-premise installation.
Evooq Risk Engine
Evooq provides a risk engine offering robust risk analytics for any portfolio and product, including complex ones across all asset classes. It captures the true nature of products and accurately assesses the risk of any instrument. The risk engine also enables advanced intelligence with machine learning, powering product scoring and smart investment suggestions.
Evooq Products Platform
Evooq features a products platform for managing, monitoring, and trading products, notably with its Elus multi-issuer platform. This platform makes the pricing and trading of structured products efficient and enjoyable. The products platform efficiently manages the product palette offered to investors across asset classes, and supports seamless integration and collaboration with third-party app providers.
Compliance and Integration
Evooq's solutions ensure built-in compliance with MiFID II, FIDLEG, HKMA, and MAS regulations. Automated compliance checks ease the operational load, with audit trails and regulatory reporting data readily available. The solutions provide seamless integration with a single code base, enabling rapid configuration and adaptability to client needs, and ensuring faster implementation and ROI with no added costs for maintenance or future updates.