Overview

Evooq provides wealth management software platforms with embedded risk analytics and portfolio construction tools for wealth managers. Its scalable wealth platform serves as a central digital workspace for client data, portfolios, and products, and it includes Edgelab’s risk engine for multi-asset insights; the Elus system prices and trades structured products. It differentiates itself by unifying core wealth management functions in one platform with integrated risk analytics and a products platform, while supporting MiFID II and FIDLEG compliance and counting JP Morgan Private Bank among its backers. Its goal is to help wealth managers deliver personalized investment services more efficiently, manage risk, and reduce operational costs through automated advisory workflows.