A stress-free way to run an IAM.
Evooq Wealth is the wealth platform that absorbs the operational, regulatory and technical weight of running an independent asset management (IAM) business.
Everything you deal with. Simplified.
All the essentials are covered.
Everything you need to run an independent asset management firm or family office comes built in from day one. Without adding more to your plate.
Back office included. So you don't build or manage one yourself.
Daily reconciliation, handled for you.
Positions, transactions and cash are reconciled every day across all custodian banks. Breaks are identified and resolved before they become issues. So the data you see is already aligned with the banks.
Quality checks running in the background.
More than 20 checks run continuously to protect data integrity. Missing prices, incorrect valuations and inconsistencies are flagged automatically. You don't have to look for problems. They're handled as they arise.
A Swiss team that speaks your language.
A dedicated back-office team based in Switzerland supports you directly. They speak your language - literally and professionally. And they understand your banks, your setup and your way of working.
Powered by Edgelab.
Edgelab is built into the platform, giving you a complete view of risk. You see what drives a portfolio, why it changes and how to explain it.
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.
Clients don't care about volatility. They care about their goals. Edgelab makes risk human by showing the probability of reaching those 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.
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.
Compliance. Off your mind.
Compliance runs in the background
MiFID II, FinSA, AML, KYC and suitability are built in and kept up to date. As regulations change, the platform adapts. You stay aligned without tracking updates yourself.
Controls happen automatically
Every onboarding, portfolio change, order or review triggers the right controls. Suitability, restrictions and documentation stay in sync — no parallel tools or manual checking.
Audit-ready, every day
Every client, mandate, decision and document is logged, versioned and traceable. When auditors ask how and why decisions were made, the answers are already there.
Designed for change
New clients, new mandates, new rules — compliance scales with your business. The platform evolves as you grow, without reworking processes or adding overhead.
What gets better when you move to Evooq Wealth.
FINMA is cool. Until your PMS is called Workbook_Final_v23_REAL.xlsx.
