Partnering for the long run.

Our digital solution for Wealth Management, Pillar 3a, Vested Benefits and Private Markets encompasses a comprehensive suite of tools designed to streamline and enhance both your and your client’s experience.

Web-based Management Tool

• Our advanced web tool facilitates efficient client onboarding, eliminating paperwork and manual processes. This intuitive platform guides you through each step of client acquisition, ensuring compliance and accuracy in documentation.
• It offers robust portfolio management capabilities, enabling you to monitor your client portfolios. The analytics provide insights into portfolio performance and asset allocation. This supports informed decision-making, allowing you to stay fully informed about your clients’ investment status.
• The tool also includes a secure document management system, where all relevant client documents are safely stored and easily accessible, ensuring a high level of data security and regulatory compliance.

Client-focused Mobile App

• Our mobile app empowers your clients by providing them with the convenience of digital onboarding. Clients can complete their profiles, upload necessary documents, and set their investment preferences directly from their mobile devices.
• The app offers daily portfolio monitoring, giving your clients a comprehensive view of their investments. They can track the performance of their portfolios, view detailed investment reports, and receive personalized notifications.
• Designed with user experience in mind, the app ensures easy navigation and accessibility, allowing clients to manage and overview their pension plans and wealth management portfolios at their fingertips.

Together, these digital solutions represent a leap forward in streamlining wealth management and pension services, offering a blend of technological efficiency and user-friendly interfaces.

Everon is a FINMA regulated asset manager.

• We guarantee compliance with the highest regulatory standards, e.g. with regard to risk management.
• This framework is designed to facilitate the implementation of a wide range of asset management services. It provides a robust, compliant foundation for managing client portfolios and other investment vehicles.
• The structure incorporates stringent compliance protocols and operational risk management strategies, ensuring the protection and security of client assets.
• The infrastructure offers flexibility in terms of investment strategy implementation, allowing you to tailor your asset management approaches to meet specific client needs and objectives while staying within the regulatory boundaries set by FINMA.

Introduction to Everon’s Platform and Tools

As a new partner, you’ll begin with an introduction to Everon’s digital platforms, including both our web tool and mobile app. This training covers the functionalities, navigation, and best practices for using these tools.

Client Onboarding Process Training

We provide detailed training on the client onboarding process. This includes step-by-step guidance on setting up wealth management accounts, vested benefits accounts, and Pillar 3a accounts within Everon’s infrastructure. You’ll learn about the required documentation, compliance procedures, and effective ways to streamline the onboarding process for your clients.

Interactive Learning and Practical Applications

Our training approach is interactive, combining theoretical learning with practical applications. We include simulations and hands-on exercises to ensure you can apply the knowledge effectively in real-world situations.

Ongoing Educational Resources and Support

To keep you updated and informed, Everon provides ongoing training and educational resources. These resources include updates on market trends, new product offerings and advanced features of our digital tools. Additionally, you’ll have direct access to our support team for any questions or assistance.

Feedback and Continuous Improvement

Throughout the training process, we encourage feedback and discussions. This two-way communication allows us to continuously improve our offering and ensures that you get the most out of the Everon infrastructure.

Participation in Client Meetings

As part of our enablement package, we offer direct participation in client meetings. During these meetings, our team provides our expertise and can address specific queries, present our product offerings, or help in tailoring solutions to client needs.

Portfolio Reviews

We provide portfolio review services, where we analyze and evaluate clients’ investment portfolios. During these reviews, we offer strategic insights and actionable recommendations. This includes assessing portfolio performance, suggesting adjustments, and identifying new investment opportunities in line with the client’s objectives and risk tolerance.

Customized Marketing Collateral

We offer a wide range of marketing materials, both in digital and physical formats, to support you. This includes factsheets, brochures and presentations that can be customized to align with your brand identity.

Our marketing materials are designed to effectively communicate the benefits of our services to potential clients, highlighting key features and advantages in an engaging and informative manner.

Co-Branded Mobile App

As a unique offering, we provide the option of a co-branded version of the Everon mobile app. This allows you to present a unified brand experience to your clients, featuring your logo and branding elements alongside Everon’s.

The co-branded app not only enhances brand visibility but also offers a personalized touch to your clients, making their digital interaction with our services more relatable and aligned with your brand.

Support Documentation

We supply an array of support documents, including LSV, bank transfer forms and strategy selection guides. These documents are designed to assist both you and your clients in completing a smooth onboarding process.

Training on Utilizing Sales and Marketing Tools

To ensure effective use of these materials, we provide comprehensive training on how to utilize these sales and marketing tools effectively. This includes best practices for engaging with clients, tips on digital marketing strategies, and ways to maximize the impact of physical marketing collateral.

Ongoing Updates and Refreshed Content

We regularly update our marketing and support materials to reflect the latest market trends, product updates, and regulatory changes. This ensures that you always have the most current and relevant information at your disposal.