Evooq

Financial Services - Lausanne, Vaud, CH

Evooq Details

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.

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Employees: 167
HQ: +41 26 323 40 40
Location: Lausanne, Vaud, CH
Revenue: $3 million
Investment Advisory Services Client Relationship Management Financial Planning Investment Portfolio Management Asset Allocation
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