Advisory application
Evooq’s advisory application is a digital platform that integrates all advisory services. It covers the whole client management and investment process, and enables customization at scale.
Key features
- Client management and investment process coverage
- Built-in compliance (MiFID II, FIDLEG) and process automation
- Integrated risk analytics and affinity scoring
- Structured products integrated into the advisory process
- Automated distribution of targeted investment ideas
![](https://www.avaloq.com/_Resources/Persistent/9/2/5/d/925d6129f9c369a5bb5b908d01dd2526f8988c25/avaloq-marketplace-evooq-advisory-application-images1.jpg)
Key features
Key features
- Client management and investment process coverage
- Built-in compliance (MiFID II, FIDLEG) and process automation
- Integrated risk analytics and affinity scoring
- Structured products integrated into the advisory process
- Automated distribution of targeted investment ideas
Description
Preview
![](https://www.avaloq.com/_Resources/Persistent/9/2/5/d/925d6129f9c369a5bb5b908d01dd2526f8988c25/avaloq-marketplace-evooq-advisory-application-images1.jpg)