Evolution Wealth creates bespoke technology systems that operate efficiently through one central hub. We believe that complete, real-time integration is the most efficient and cost-effective way to harness technology and make it work seamlessly for you. We maintain strategic third-party relationships with a range of technology providers and integrate their applications with our systems to create a centralised range of software plus services that work together.
Evolution Wealth was established to help financial advisers and wealth managers deliver outstanding service to their clients. We have developed a range of in-house tools that continue to evolve and advance to meet the changing needs of advisers and their clients. We can provide tailored, flexible wealth management support for any business, from a specialist boutique operation to a large national network.
We configure all applications into one web-enabled hub alongside your firm’s third-party software. Your staff members can access the different functions – from CRM through custody to compliance processes – in real time through a single sign-on that can be customised to their specific level of access.
Every system we build is bespoke and tailored to the needs of your business and your clients.
For new enquiries, please call 01403 334411
For all other enquiries, please call 01403 334455