We Work With
Wealth Managers
Advisor Technology
Advisor Technology
EVO Helps Wealth Managers Build Differentiated Client Service Platforms that are Simple to Implement and Easy to Use
Advisor Technology
Advisor Technology
Advisor Technology
EVO Evaluates and Provides Feedback to Advisor Technology That Enhances Wealth Management Infrastructure and Process
Asset Managers
Advisor Technology
Asset Managers
EVO Helps Asset Managers Activate Distribution and Product Strategy that Solves for the Needs of Growth-Focused Financial Advisors
Challenges of Wealth Managers
The Challenge for Advisors
Successful financial advisors have limited capacity. They often deliver custom client portfolios to manage risk, taxes, asset location, return goals and cash flow needs. A manual investment process is time consuming and is not scalable when markets are volatile. It also limits capacity that can be better spent on financial planning and meeting with clients and prospects.
The Challenge for Growth Focused Firms
The rapid rise of RIA Aggregators has created a unique challenge. The fastest growing RIA firms have the greatest need for improved infrastructure because resources are committed to on-boarding new advisors and clients. High growth becomes unsustainable without improved infrastructure.
Current Technology Solutions
Direct Index and "AI" have been the buzzwords du jour for client and portfolio management. However, most solutions only solve for part of the investment process, have limited customization or require a change to the firm's tech stack and process. Most firms don't have the time or capacity to vet endless solutions or drive adoption after they are implemented.
Solutions
Custom Client Experience
Custom Client Experience
Custom Client Experience
Capacity constraints limit growth. The client service process has many time-consuming but critical tasks. We help integrate automation to enhance a firm's client service experience.
Tax Management
Custom Client Experience
Custom Client Experience
Direct Index has become a catch-all term for personalization and automation. Yet, it only solves for a part of the equity allocation. We help firms apply the concept to entire portfolios and household accounts.
Portfolio Implementation
Custom Client Experience
Bespoke, Custom, and Model Portfolios
High growth firms have difficulty managing consistent investment and trading protocols. We help to implement automation of trading and create guardrails that can be applied across all accounts.
Bespoke, Custom, and Model Portfolios
Bespoke, Custom, and Model Portfolios
Bespoke, Custom, and Model Portfolios
Advisors utilize multiple approaches to portfolio construction. Leverage technology to create a single platform and process to implement a highly automated solution that can deliver all three options.
Custom Model and Product Marketplace
Bespoke, Custom, and Model Portfolios
Custom Model and Product Marketplace
Assemble proprietary and third-party investment products and models in one easy to access custom marketplace. Develop custom strategies that can be white labeled for a firm or advisor team.
Technology Integration
Bespoke, Custom, and Model Portfolios
Custom Model and Product Marketplace
Identify the "gaps" in your tech stack and determine solutions that can be integrated to fill those gaps through automation. EVO will create custom content and playbooks to drive advisor adoption.
TECHNOLOGY AND AUTOMATION CREATE SCALE, EFFICIENCY AND OPERATIONAL SIMPICITY
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