A better way to deliver advice.

Evooq Wealth is the wealth platform that takes care of the heavy, boring and stressful parts so advisors can actually advise again.

Focus on clients
We handle the rest
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High-quality advice. At scale.

With Evooq Wealth, you create client-ready, fully compliant proposals in minutes — delivering a higher standard of advice at scale.

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From admin to advising. Effortlessly.

No more hunting for what’s urgent. Evooq Wealth does the ongoing monitoring, detects and highlights opportunities, flags breaches and surfaces who needs attention now. Always with the full context and next step ready to go.

Stop spending hours on one proposal. Proposals show up ready - checked, calculated, compliant. If you have your own ideas, the platform handles the rules, math, checks and documents for you.

Show up with a story, not a spreadsheet. Every proposal comes packaged with the why: the rationale, the risk story, the scenarios, the visuals. It's the kind of clarity that makes clients feel not just informed, but comfortable saying yes.

Never ask “Did I miss anything?” Every restriction, suitability check, cross-border rule and required document are handled automatically. You stay aligned with policy and regulation without even thinking about it.

Put client focus back at the center.

Let us show you how your advisors can stay focused on clients, while the platform handles everything else behind the scenes.

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Get results that compound.

20
minutes
to create premium proposals
15x
increase
in proposals sent to clients
9/10
proposals accepted
Proven by institutions already running on Evooq Wealth.
J.P. Morgan
Valiant
UOB
DBS
Banque Cantonale du Valais
Banca Zarattini & Co.
When your clients feel confident in every recommendation — and it arrives when it matters — they move more assets your way.
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Enhanced with AI.

Some days, there's just too much to process. AI in Evooq Wealth helps you move faster, without taking decisions away from you.

AI-generated content

Bank’s best thinking, in every proposal.

AI in Evooq Wealth keeps proposals consistent and brings the bank's best thinking to every client - with human judgment always in the loop.

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Prepare in minutes, not hours

Whether you need to explain a client's current portfolio, justify a trade or surface a new investment idea, the platform generates the first draft. You review, adjust and send.

Grounded in the inputs you set

Every draft matches the instrument, portfolio or trade against your bank's tactical and strategic views, Edgelab’s risk analytics and curated market news. What comes out reflects a specific client situation, seen through your bank's lens.

You stay in control

The AI-generated content stays within strict guardrails you set, keeps the tone consistent across Advisors and always leaves you in control of the final word before anything reaches a client.

Evooq Assistant

Sharper risk analysis, in seconds.

An agentic chatbot that draws on Edgelab's risk analytics and turns them into clear, actionable explanations — for any instrument or portfolio.

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Ask anything, get instant answers

Why did this metric change? What's driving the risk? What happens if you make this trade? Whatever the question, the Assistant queries Edgelab and answers directly — so you spend your time on the decision, not on finding the numbers behind it.

Built on data that top banks trust

Every answer draws on Edgelab's risk models — independently validated and used daily by banks across the globe. When you act on the analysis, you're standing on a foundation that's already been stress-tested at institutional scale.

Directly in the tools you already use

Evooq Assistant works inside your existing setup so Advisors and Relationship Managers get the answers they need without switching tools or changing how they work.

Advanced risk analysis

A complete view of risk powered by Edgelab.

Unify client risk view across mandates. Clients ask hard questions because uncertainty feels dangerous. Edgelab shows you the real exposures, the true risk drivers and the likely outcomes of each scenario instantly. So you answer clearly, without guessing or spending hours preparing.

Explain risk like a human. Edgelab makes risk understandable by showing the probability of reaching client’s goals and how it changes over time. Every shift turns into a story you can explain in seconds. And the platform prompts you when it's the right moment to reach out to keep the engagement going.

Stay calm when markets move. When markets move in an unexpected way, the panic calls start. Edgelab gives you the full picture of what changed, why it changed, who's affected and what to do next. While others are still figuring it out, you're already picking up the phone with answers.

Structured products

Idea to trade. One flow.

When Evooq Wealth and Elus work as one, you design a structured product, see its impact to the portfolio instantly and execute the trade without leaving the flow.

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Compliance. Off your mind.

Global compliance, without the effort

MiFID II, FinSA/FIDLEG, MAS, HKMA — the major frameworks are built in and kept up to date. As requirements shift, the platform adapts, so you stay aligned without tracking changes yourself.

Everything checked before you act

Pre-trade, post-trade, suitability, documentation, cross-border, internal policies — everything is validated in real time. If something doesn't fit, the platform shows why and what to do next.

ESG preferences applied everywhere

Capture a client's sustainability preferences once. The platform applies them automatically across instruments, proposals, exclusions and disclosures, so ESG investing stays consistent and compliant.

Audit trail always ready

Every proposal, approval and document is time-stamped and versioned. Compliance teams get a full audit trail in seconds without digging, reconciliations or hunting for files.

A single platform for all. Perfectly fitted to your setup.

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A standard platform, shaped by your expertise.

Every bank runs on this exact platform. Same workflow, same design, same intelligence. We keep improving it for everyone.

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You make it yours by adding what matters to you — your product shelf, your rules, your models, your way of seeing the market.

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You get the reliability of a standard with the personality of your own approach. This gives you the strength of a proven standard with the freedom to express your own way of advising.

A standard platform, shaped by your expertise.

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You never adapt to us, we adapt to you.

We connect Evooq Wealth to your world through a custom integration layer — the "glue" between your systems and the platform.

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It adapts to how your data flows in, how your systems connect, and how your policies live inside the workflow.

You never adapt to us, we adapt to you.

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Hybrid-cloud architecture.

We handle the heavy, compute-intensive tasks. Your sensitive data stays on your side. You end up with fewer servers to scale, fewer updates to run and fewer headaches.

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API-first and modular by design.

Every part connects easily and you switch on only what you need. New capabilities are just a module away. You get the latest features quickly and without long release cycles.

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Proven core-banking connections.

If you're on Avaloq, Temenos, Finnova or others, chances are we've done the hard part before. We reuse what works and adapt what's unique to you. That makes integration smoother and go-lives faster.

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Evooq Client Success team.

Every project is led end-to-end by a dedicated Client Success team, handling onboarding, migration and sharing best practices from global deployments.

Designed to reduce total cost of ownership.

It's called private banking for a reason.

Your client data stays with you. Full stop. You run it in your own environment — private cloud or on-prem. We only handle the heavy processing, never the sensitive parts. It's a simple choice: you stay in control.

The platform that scales with your ambition.

Reliability proven at Tier-1 scale. Global banks rely on Evooq Wealth because it holds up under real pressure: thousands of advisors, millions of positions and heavy daily processing without slowing down. When your business grows, the platform simply keeps going.

One setup adapted through localization. You expand without rebuilding. Each booking center keeps its own products, tax rules, clients and data boundaries, while running on a single, orchestrated foundation. Less duplication. Less maintenance. Faster rollouts.

Compliance that works across borders. Your policies stay local. The enforcement stays global. Each center runs with its own rules, products and documents, while the platform automatically applies the right controls in every region. No reinventing the wheel every time you enter a new market.

Multi-currency portfolios made effortless. CHF, USD, EUR or all at once. Real-time FX, valuation and performance remain accurate everywhere, so you always present clear, trusted numbers across all portfolios and regions.

What gets better when you move to Evooq Wealth.

Your spreadsheet did heroic things.
It can retire now.

Even for global banks
White-glove integration. Zero chaos.
All complexity handled on our side
Time regained by advisors

Start delivering better advice.

Wealth gives your advisors a clear view of every portfolio, so they can act faster and advise with confidence.

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