Evooq offers an integrated suite of platforms that streamline the investment advisory process. Advisors and relationship managers gain the tools to seamlessly manage, monitor, and trade diverse products while capturing client profiles and goals to propose tailored investment solutions, all supported by strategic asset allocation decisions of the CIO teams. Together with Edgelab and our partners, we're not just enabling personalized investment services but making them efficient, scalable, and accessible to everyone.
Evooq offers an integrated suite of platforms that streamline the investment advisory process. Advisors and relationship managers gain the tools to seamlessly manage, monitor, and trade diverse products while capturing client profiles and goals to propose tailored investment solutions, all supported by strategic asset allocation decisions of the CIO teams. Together with Edgelab and our partners, we're not just enabling personalized investment services but making them efficient, scalable, and accessible to everyone.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- 2018
- Employee Range
- 51-200
- Revenue Range
- Not available
Location
- Address
- Avenue de la Rasude 5 Vaud Lausanne
- City
- Region
- Vaud
- Postal Code
- 1006
- Country
- Switzerland