Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Evergreen
Evergreen
Financial planning made simple and transparent!
Financial planning made simple and transparent!
Financial planning made simple and transparent!
Financial planning made simple and transparent!
This case study shows how we created a financial planning service with fincite•cios in a short time using Evergreen.
This case study demonstrates how we created a comprehensive investment platform with BCA and fincite • cios.
This case study shows how we created a comprehensive investment platform with
fincite • cios in collaboration with BCA.
Rapid development and implementation
Flexible and digital asset management
Customer-centered and innovative software solution
Digital asset management – transparent and user-friendly
Evergreen is a Leipzig-based fintech that offers digital asset management for everyone. Founded in 2018 by Iven Kurz, it stands for transparency and excellent user experience. Soon, a retirement savings service will also be offered.
B2C Financial Planning Service
Evergreen offers a flexible B2C solution for financial and investment planning. The service delivers clear results for asset and risk management and individually adjusts the risk profile without a minimum investment amount.
Fund management service
The fund management service is the core product and includes:
Loading and preprocessing time series
Calculation of risk and performance values
Conducting a Monte Carlo simulation to assess optimal allocation
Tradesheets are automatically created with the frontend.
Digital asset management – transparent and user-friendly
Evergreen is a Leipzig-based fintech that offers digital asset management for everyone. Founded in 2018 by Iven Kurz, it stands for transparency and excellent user experience. Soon, a retirement savings service will also be offered.
B2C Financial Planning Service
Evergreen offers a flexible B2C solution for financial and investment planning. The service delivers clear results for asset and risk management and individually adjusts the risk profile without a minimum investment amount.
Fund management service
The fund management service is the core product and includes:
Loading and preprocessing time series
Calculation of risk and performance values
Conducting a Monte Carlo simulation to assess optimal allocation
Tradesheets are automatically created with the frontend.
Digital asset management – transparent and user-friendly
Evergreen is a Leipzig-based fintech that offers digital asset management for everyone. Founded in 2018 by Iven Kurz, it stands for transparency and excellent user experience. Soon, a retirement savings service will also be offered.
B2C Financial Planning Service
Evergreen offers a flexible B2C solution for financial and investment planning. The service delivers clear results for asset and risk management and individually adjusts the risk profile without a minimum investment amount.
Fund management service
The fund management service is the core product and includes:
Loading and preprocessing time series
Calculation of risk and performance values
Conducting a Monte Carlo simulation to assess optimal allocation
Tradesheets are automatically created with the frontend.
Digital asset management – transparent and user-friendly
Evergreen is a Leipzig-based fintech that offers digital asset management for everyone. Founded in 2018 by Iven Kurz, it stands for transparency and excellent user experience. Soon, a retirement savings service will also be offered.
B2C Financial Planning Service
Evergreen offers a flexible B2C solution for financial and investment planning. The service delivers clear results for asset and risk management and individually adjusts the risk profile without a minimum investment amount.
Fund management service
The fund management service is the core product and includes:
Loading and preprocessing time series
Calculation of risk and performance values
Conducting a Monte Carlo simulation to assess optimal allocation
Tradesheets are automatically created with the frontend.
Numbers and facts about our collaboration
Numbers and facts about
our collaboration
The result of a strong partnership
The result of a strong partnership
The result of a strong partnership
The result of a strong partnership
Target audience
For end customers and
institutional clients
For end customers and
institutional clients
Financial planning: Individuals (B2C), Fund management service: Fund managers (B2B)
Technology
Technology
Python, Django, React
Partner
Partner
DAB BNP Paribas (Custodian Bank), PostIdent (Identification)
Precise advice through comprehensive
data analysis for better investments.
Managed Funds
Managed Funds
2: Evergreen PDI Yin (stable returns), Evergreen PDI Yang (dynamic returns)
Services
Services
Onboarding risk profiling, digital mailbox, financial planning, account opening and management
Quicker customer acquisition
improves growth opportunities.
Products
Products
Interactive risk questionnaire & digital onboarding; CIOS.Analyze: fund management and market data
Reduces effort and costs in the consulting process
through optimized workflows.
Evergreen Case Study
Download Case Study now!
Evergreen Case Study
Download Case Study now!
Evergreen Case Study
Download Case Study now!
Evergreen Case Study
Download Case Study now!
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on:
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on: