The future of Investing
We empower financial intermediaries to broaden their wealth management services by offering advanced technology and legal infrastructure, allowing them to dedicate more time to their clients.
Talk to usOur Offering
The Everon platform for the advisor
Discover the all-in-one solution specifically designed for seamless customer onboarding and optimized document management. You can easily monitor and track the performance of your client portfolios. Additionally Advisors have the flexibility to implement their custom investment strategies, catering to the unique needs and preferences of their clients.
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The mobile app for the client
Clients have access to a user-friendly mobile app for digital onboarding, risk profile evaluation, investment strategy selection, and portfolio monitoring.
FINMA regulated wealth management
Everon is regulated by FINMA. Our investment strategies are developed and managed under strict compliance with regulatory standards. Within our wealth management services, we provide solutions for wealth management, vested benefits, Pillar 3a, and private markets.
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Co-branding
Advisors have the option to request a tailored version of the Everon app and accompanying marketing materials, showcasing their branding alongside Everon’s. This ensures a consistent client experience from start to finish.
AMC’s and Financial Products
Tailored investment strategies, designed to meet the specific requirements and preferences of the advisor’s clientele, can be integrated into individual portfolios or as AMCs. The extensive network of issuers ensures a diverse range of investment options across multiple structured products.
Reviewing your clients’ portfolios
Receive strategic insights and recommendations for existing individual investment portfolios. We analyze performance, propose adjustments, and identify new opportunities that align with your clients’ goals and risk tolerance.
The Everon platform for the advisor
Our platform optimizes the process for financial advisors to provide investment services to their clients. By dealing with Everon as a single entity, communication and operations are streamlined, and the advisor can fully focus on building and nurturing client relationships.
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The Fintech with 35 years of experience
Our know-how is at your disposal with the best investment strategies, developed in close cooperation with the family office of Swiss 5 Group, an independent asset management company offering investment advice and management. For the first time we have made these services available to everyone digitally, where we put your needs and wealth at the centre.
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A prestigious network
We built a top-quality network to ensure that we can execute our investment strategies in the best interest of our clients.
