Evergreen – Digital Financial Planning

In this case study, our client EVERGREEN shares its experiences about our collaboration and using our software Fincite.CIOS.

About EVERGREEN

EVERGREEN is a young Fintech company, aiming to digitize the whole chain of wealth management for basically everyone.

Founded 2018 in Leipzig by the experienced C-level executive and one of the fund managers of the company, Iven Kurz, EVERGREEN stands out with a transparent cost structure and best-in-class user experience.

EVERGREEN covers the whole process chain of wealth management: financial analysis, risk and fund management, and financial education for its customers.

The company’s vision, Kurz says, is to provide low-cost retirement and financial planning, not only for digital natives but for every customer searching for an affordable and easy-to-use investment plan.

In order to achieve this goal Evergreen set core values such as transparency, fair prices, and customer satisfaction.

The product range currently includes digitized financial and investment planning, and their retirement planning service will soon be launched.

Financial Planning

The financial planning service is a B2C one-stop solution for individuals who are searching for financial and investment planning advice.

The application provides proposals for wealth and risk management and models the customers’ risk profile.

The combination of Fincite’s software engines and EVERGREEN’s investment experience ensures that clients get trustworthy, easy-to-understand results for their investment.

As there is no minimum investment amount, customers can easily test the services with just a fraction of their monthly savings budget.

Fund Management Service

Before we went live with EVERGREEN’s financial planning service, we also developed a unique Fund Management Service, the company’s core product.

The service covers several aspects, starting from loading and preprocessing time series, to calculating risk and performance measures and finally performing a Monte Carlo simulation to evaluate the optimal allocation.

The fund manager has an overview of all the funds and can decide which instruments he or she wants to trade. The trade sheet is then created automatically.