The EverSuite ECM solution for private banking
EverSuite Wealth Management Content Services


EverSuite Wealth Content Management Services allows the dynamic creation of a unique customer file for optimizing the processing, traceability and archiving of customer information.


Product Overview

EverSuite Wealth Management Content Services is designed to support wealth management professionals (private banks, portfolio management companies, independent asset management consultants, etc.), to create a unique and exhaustive electronic customer file containing all customer information: financial assets, contracts, orders, reports, etc.

EverSuite Wealth Management Content Services ensures fast and reliable processing of files throughout the customer relationship, and guarantees the compliance of business processes with the latest regulations such as the MiFID directive and Know Your Customer data. The creation of these unique files generates significantly enhanced performance of your customer management system, allowing your company to keep one step ahead of the rest.


A Comprehensive & Modular Suite

Built on the EverSuite ECM J2EE platform, EverSuite Wealth Management Content Services enables you to easily add supplementary EverSuite solutions and services, including document capture, electronic documents and folders management, compliance, business process management, web content management, portal… EverSuite products can be combined to cover all or part of the spectrum of content management according to the needs of the project. Thanks to this modularity and progressive enhancement, your initial investment is protected and capitalized for your future projects.


Based on Industry Standards

Based on the EverSuite J2EE ECM platform, EverSuite Wealth Management Content Services combines the same innovative technical characteristics:

  • A 100% web software solution based on industry standards: JJ2EE, XML, JDBC, SOA
  • Ease of integration into your company's information system.
  • LDAP directory connector.