Evolution Wealth provides complete support for high-quality financial advisers and wealth managers. We offer a centralised integrated solution encompassing technology, regulatory and investment support. We understand that every financial planning company is different so we collaborate with you to formulate and build the infrastructure that works best for your clients and your business.
Evolution Wealth’s process draws on years of industry experience and technological expertise to create a complete solution for advisers, from technology and infrastructure to regulatory support.
Your business doesn’t stand still and neither do financial markets. Our technology – powered by Creative Technologies – is designed to adapt and evolve to the fast-moving technological and regulatory backdrop. It enables you to generate bespoke, up-to-date valuations and reports on your clients’ investments.
Our software is available through one singular web-enabled hub. A single sign-on enables all staff members to access an adviser office CRM, compliance processes, customer billing and risk management. This system has been designed and built with adviser functionality in mind by our chartered financial planners. Through our Client Solutions service, Evolution Wealth can provide complex and specialist financial planning to your clients or simply provide thousands of valuations direct to end consumers through a secure web portal.
Compliance is intrinsic to the financial services industry. All your compliance needs can be met through our online services, which provide full access to our compliance manuals, guidance and support. In addition, you will see all compliance outputs and file checking, enabling real-time feedback on new business submitted and a secure audit trail.
Our Wealth Platform portal allows your clients to see all their investments and policies. It provides a safe, GDPR-compliant location to which private or sensitive documentation can be uploaded securely.
Tel: 01403 334499