EVO Helps Wealth Managers Build Differentiated Client Service Platforms
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Our mission
EVO is an activation consultant that is positioned at the intersection of wealth management, advisor technology and asset management firms.
EVO helps wealth managers build differentiated client service platforms that are simple to implement and easy to use.
EVO introduces existing third-party technologies and solutions that increase growth and reduce complexity.
The result is an open architecture consulting relationship that adapts to a wealth manager's needs through time.
