Advisory application

Evooq’s advisory application is a digital platform that integrates all advisory services. It covers the whole client management and investment process, and enables customization at scale.

Key features

  • Client management and investment process coverage
  • Built-in compliance (MiFID II, FIDLEG) and process automation
  • Integrated risk analytics and affinity scoring
  • Structured products integrated into the advisory process
  • Automated distribution of targeted investment ideas


Evooq's advisory application enables private banks and wealth managers to:

  • Curate the right solution for every client
  • Deliver advice which enable informed decisions
  • Improve distribution of CIO views in client portfolios
  • Perform systematic monitoring and rebalancing
  • Enhance portfolio quality and reporting capabilities 



Company: Evooq SA
Category: Investment Advisory
Released: 11 June 2020
Type: Open API