The Evolution Connect portal is a secure workspace for use by Evolution Trustee’s clients, fund administrators, auditors, tax agents, and investment managers to collaborate on documents and tasks to facilitate efficient fund management. Use this app to:
• Get notified about content updates, mentions and other activity which is related to you. You can always view list of unread notifications at any time.
• View, download, comment, search, organize, manage and upload files. You can upload either an existing file from your phone or by taking a new picture using your device camera to upload it and share instantly.
• View and comment your fund notes or pages.
• View and manage your tasks. Assign tasks to users and track status changes.
• View and manage your calendar events. Always be informed about your next meeting and other events.
• View your group activity stream and keep track of what is happening.
• Create and participate in discussions. Keep your conversations going no matter where you are from your phone.