A Partnership DesignedAround Your Standards.
From onboarding to compliance to our investment strategies, Everon supports you operationally so you have time for your clients. Behind the scenes, a digital infrastructure handles recurring custody and reporting tasks.
Fast Onboarding
Traditional onboarding often takes weeks. At Everon it runs fully digitally, from KYC to identification.
Complete the KYC and sign documents at Everon.
Your client can be identified digitally.
Management System
Automate busywork, streamline workflows, and focus on what grows your business.
We provide hands-on support to move your full client book efficiently and with confidence.
Build client trust and cut costs with a built-in reporting system that delivers clear, dynamic performance insights in just a few clicks.
Personalized support from your relationship manager.
Portfolio Management
Portfolio management and reporting with insight into performance and asset allocation.
Portfolios tailored to your clients' goals and risk tolerance.
You can also choose one of our BILANZ-awarded Everon strategies directly.
Automatic rebalancing every two weeks, portfolios stay aligned with the target allocation.
Transparent fees with no hidden costs.
Your clients stay with
their bank.
We work with established Swiss custodian banks. You choose, your client stays.
and many more