
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+17
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, were not just enabling personalized investment services but making them efficient, scalable, and accessible to everyone
Investment advisory,investment process,investment advice,advisory process,structured products,risk analytics,digitalization,technology,fintech,wealth management,asset management,private banking,banking,wealth manager,external asset manager,eam,iam,fim,financial intermediary,roboadvice,advisory application,and optimization
Evooq operates in the Financial services industry.
Evooq's revenue is 11m - 100m
Evooq has 51 - 200 employees.
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