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.
Tel: 01403 334499