Independence,professionally delivered.
You hold the client relationship. We deliver the rest. Everon is the FINMA-regulated wealth-management system that lets you stay independent. No licence of your own, no compliance department of your own, no custody setup of your own.
Build it all yourself?You don't have to.
Build it all yourself
- Apply for and maintain your own FINMA licence
- Negotiate custody agreements with multiple banks
- Build compliance, anti-money-laundering and FinSA processes yourself
- Buy reporting and tax tools separately
- Integrate portfolio systems, CRM, DMS, eSignature yourself
Plug into the platform
- Benefit from Everon's FINMA licence, in weeks, not years
- Direct access to established Swiss custody banks
- Compliance team that reviews and approves your cases
- End-to-end reporting including FinSA and tax statements
- Integrated platform for onboarding, portfolio and documents
What you get as a partner.
Regulatory umbrella
You operate under Everon's FINMA licence as a tied asset manager. No supervisory overhead, no licence risk.
Portfolio management
Model portfolios, individual mandates, AMCs, all in one system. Trading desk and research included.
Custody access
Connected to Vontobel, UBS, Julius Bär, Swissquote and more. Your clients choose where to custody.
Compliance & onboarding
Everon's compliance team reviews KYC, AML matters and FinSA documents. You submit, we approve.
Technology
An app where your end-clients can see their portfolio any time. A partner dashboard where you track every mandate in real time.
Relationship manager
One person, one number. Your RM knows your clients, your patterns and your preferences, no call centre.
You operate under Everon's FINMA licence as a tied asset manager. No supervisory overhead, no licence risk.
Model portfolios, individual mandates, AMCs, all in one system. Trading desk and research included.
Connected to Vontobel, UBS, Julius Bär, Swissquote and more. Your clients choose where to custody.
Everon's compliance team reviews KYC, AML matters and FinSA documents. You submit, we approve.
An app where your end-clients can see their portfolio any time. A partner dashboard where you track every mandate in real time.
One person, one number. Your RM knows your clients, your patterns and your preferences, no call centre.
Your clients movewithout friction.
A dedicated transition team supports every move personally: mandate documents, custody switch, client communication. White-glove, so the trust stays where it belongs.
Your business, your way.
Everon leaves you the freedom to run your business, with two partnership paths.
Benefit from a FINMA-regulated asset manager, without your own registration.
You start right away and grow into independence when a milestone is reached: a date, a client count, an AuM threshold. You choose when.
Your own registration as a financial adviser with a FINMA-recognised supervisory organisation.
We walk you through the registration process step by step. It takes four to six weeks. Your client onboarding already runs in parallel. No downtime, no waiting.
„Ich habe fünfzehn Jahre bei Banken Kunden betreut. Seit ich bei Everon Partner bin, arbeite ich für meine Kunden. Nicht mehr für ein Produktziel."
Ready to reshape
your business?
30-minute intro call, no strings attached. We clarify whether a partnership makes sense for both sides.