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
Key features
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
Description
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