Everplans: Secure legacy planning for clients and peace of mind.
"Everplans is a digital estate planning and legacy management platform designed for individuals and families to organize and securely store critical documents, wishes, and information. RIAs leverage Everplans to offer clients a comprehensive solution for end-of-life planning, fostering deeper relationships and providing peace of mind."
"Everplans provides RIAs with a secure digital vault and collaborative platform to streamline estate planning and legacy management for their clients."
How Everplans integrates into institutional RIA stacks.
Verified native integrations connecting to Everplans
Actionable business intelligence for RIA operational excellence.
Simplified 401(k) implementation and management for RIAs.
Comprehensive held-away asset management for RIAs.
Unlock client loyalty with data-driven engagement.
AI-powered client engagement for modern RIAs.
AdvicePay: Modern billing for modern financial advisors.
