Consumer Duty aligned investing for clients
outside the advice model.
Evolis is a white-labelled digital investing solution for clients who sit outside your full advice model. It gives firms a way to serve smaller, self-directed or next-generation clients under their own brand, without triggering an advised service.
Clients can invest through a simple, professional online journey, with your firm’s name and visual identity front and centre. You retain oversight and an audit trail. They get a clear route into regulated products that feels connected to your firm rather than a separate DIY platform.
Here’s what it delivers for your firm and your clients.
Provides a compliant way to serve clients outside the full advice model, with clear journeys, disclaimers and records.
Keeps your firm at the centre of the experience, with full audit trails that support professional control and regulatory confidence.
Opens the door to smaller accounts, family members and younger clients who might otherwise drift to direct-to-consumer platforms.
Keeps clients connected to your brand until they are ready to move into full advice, helping to build long-term loyalty.
Quai Evolis is designed around a simple, transparent fee model:
Evolis is built to be commercially sustainable as well as compliant:
This allows you to serve more clients, maintain ongoing relationships and grow future advice opportunities, without undermining your core advised proposition.
Whether you’re exploring options, would like to see a demo or are ready to move forward, we’d love to speak with you.
