🔎 Curious about the typical tasks of a financial advisor? Whether you're exploring the profession or considering a change, understanding the role is key. Our latest blogpost outlines the essential responsibilities and how advisors bring value to clients. Read more 👉 https://lnkd.in/ejmVC7ka
Everon AG
Finanzdienstleistungen
Zürich, Zürich 2.233 Follower:innen
The future of investing.
Info
Everon provides access to Swiss Wealth Management by combining technology, all-around customer service and a prestigious network.
- Website
-
http://www.everon.swiss
Externer Link zu Everon AG
- Branche
- Finanzdienstleistungen
- Größe
- 11–50 Beschäftigte
- Hauptsitz
- Zürich, Zürich
- Art
- Privatunternehmen
- Gegründet
- 2019
- Spezialgebiete
- FinTech, Finanzen, Vermögensverwaltung, 3. Säule, Private Equity, Freizügigkeit, Digital Banking, Family Office, Wealth management, Pillar 3a und Private banking
Orte
-
Primär
Gartenstrasse 17
Zürich, Zürich 8002, CH
Beschäftigte von Everon AG
Updates
-
Everon AG hat dies direkt geteilt
It was a great pleasure to participate in the panel discussion titled "The NextGen Managers: New Opportunities, New Roles, New Tools, New Practices..." at the #EAMDay2024, organized by SPHERE Swiss Financial Arena at Baur au Lac. Joined by Karin Brogle (Bellecapital) and Stefan Buck (adaptivv), and moderated by Tonia Zimmermann (UMushroom), we explored the evolving needs of different client generations in wealth management. 💡 Our discussion highlighted that while social and emotional needs related to wealth management remain vital across all generations, younger clients clearly tend to expect cutting-edge technology, more tailored reporting and strong performance. 📈 At Everon AG, we fully embrace these trends by integrating them into our end-to-end wealth management platform, crafted specifically for financial intermediaries. Our state-of-the-art technology handles the operational, administrative and regulatory complexities, allowing intermediaries to focus on their true passion and where they can add a lot of value: Relationship Management. #Finance #Fintech #NextGen #WealthManagement #Innovation #PanelDiscussion #Networking #SwissFinance
-
In today’s competitive landscape, mastering customer acquisition is essential for financial advisors to attract clients. Whether you're seasoned or new, understanding effective strategies to engage potential clients is crucial. Check out our latest blog for insights on building trust, leveraging technology, and tailoring your outreach to meet today’s client needs. 👇 https://lnkd.in/eq3StFsv
Customer acquisition for financial advisors: How to win new customers
https://everon.swiss/en/
-
💡 Maximizing Your Investments by Saving Taxes in Switzerland 💡 Did you know that optimizing your investment strategy can lead to significant tax savings in Switzerland? By carefully selecting tax-efficient investment choices and understanding the nuances of Swiss tax laws, you can enhance your returns and grow your wealth more effectively. https://lnkd.in/eP8rbrMF
Saving taxes in Switzerland: optimally structuring investments
https://everon.swiss/en/
-
💻 Starting a new business can be overwhelming, even for experienced financial advisors. Having the right tools and technologies is crucial for efficient operations. Check out our latest blog post where we discuss the essential tools for financial advisors: from custodians and portfolio management software to CRM systems and compliance solutions, these tools enhance client service and optimize processes. Read more now! 👉 https://lnkd.in/eAVYajDn
The essential tools for financial advisors
https://everon.swiss/en/
-
🚀 Our in-house built platform offers a comprehensive suite of tools for financial advisors. In our latest release, we've introduced an Investment Calculator feature that visually illustrates the differences between various strategies, including risk levels, investment amounts, monthly deposits, and more. This feature makes it easier and faster for advisors to discuss options with clients and help them make informed decisions. 🤝💡
-
Check out this new blog post on how to become a financial advisor in Switzerland! 🇨🇭 If you're fascinated by finance and want to help others achieve their financial goals, this guide is for you. Learn about the essential qualifications, training paths, and legal frameworks you need to navigate. Discover the exciting career prospects, earning potential, and tips to start your journey in this dynamic field. 🚀 Read more to find out how you can build a career as a financial advisor in Switzerland! 🌟 https://lnkd.in/dbMrhvPG
How do you become a financial advisor in Switzerland?
https://everon.swiss/en/
-
🌐 In our latest Market Update, we reflect on the impact of escalating conflicts in Gaza and Ukraine on global oil prices, European security, and market volatility. We also explore the significant outcomes of the recent European Union elections, which have reshaped the political landscape and influenced key policies on economic recovery, immigration, and climate change. Read more here 👉 https://lnkd.in/exqvnyKb
Market Update June 2024
https://everon.swiss/en/
-
Many people often forget about their vested benefits assets, especially foreign employees who are permanently leaving Switzerland. To address this, we have introduced a new feature on our platform: an automatic search for vested benefits funds. Our partners can now easily fill out their clients' information and sign everything digitally, saving time and eliminating the need for burdensome paperwork. 👊
-
Wir freuen uns auf die Zusammenarbeit! 🙌
🎉Aufgepasst Finanzcoaches: Neue spannende Kooperationsmöglichkeit mit Everon AG! Everon ermöglicht es Finanzdienstleistern Vermögensverwaltungs- und Vorsorgedienstleistungen sowie weitere Finanzdienstleistungen anzubieten. Unsere technologische und rechtliche Infrastruktur bieten die notwendigen Instrumente dazu. Bonus für deine Kunden: Jeder neue Kunde, der eine Ersteinlage transferiert, bekommt die ersten 3 Monate kostenlos und die Verwaltungsgebühr von Everon entfällt. Weitere Infos sind in den Kommentaren verlinkt.