The all-in-one client messaging, scheduling, reporting, meeting, file sharing, communication solution you’ve been looking for.
eVestech's 100% cloud-based technology creates a centralized hub where you deliver frequent, high-touch service to clients virtually. It aggregates the data and services you and your clients rely on every day.
Meet face-to-face with clients from anywhere with integrated video conferences and video messages.
Choose a meeting date, invite attendees, attach files & save a recording. Invites & reminders are sent out automatically.
Send and receive client messages securely - no more frustrating encryption and long email threads.
Send timely communications to one, some, or all clients with a click of a button rather than sending multiple emails.
Secure client documents and reports in a centralized data vault. Set permissions and make records accessible to individuals or groups.
Offer investors easy access to their account value and performance with our turnkey solution or through integrations with your performance provider.
Combine investment information from multiple sources in a central location and provide clients a single login point of access.
Use built-in analytics tools to monitor investors’ interactions and anticipate client questions and concerns
Capture client feedback and investment program decisions through an easy and engaging ballot.
Facilitate compliance oversight of client communications by easily tracking and downloading all records from the hub.
"When we founded eCIO, our mission was simple: leverage technology to help nonprofits do more with their investments. Now we offer the same technology to help thousands of advisors better serve their clients with eVestech."
Rob Roquitte, CFA
We're so glad you asked! Our platform is a comprehensive client relations and communication hub. Sure, documents and investment reports can be securely provided to clients on our platform but eVestech's solution offers so much more. It is designed for consultant/client interaction so consultants can provide frequent high touch service. Features including
Are all in addition to robust document storage.
No. eVestech cannot access our enterprise partners' client data or communications with clients. A partner must grant eVestech support staff permission in order for us to have access to any partner information.
eVestech support currently consists of a rapid email response to issues and questions. We have a team of full-time technology experts who can be reached via email 24/7, and responses to issues can be expected within 24 hours.
The platform is fully mobile-accessible. A native app is in the works.
Organizations can add as many clients and offer as many user logins as needed.
Partner data is stored and accessed with the same trusted vendors that banks and government agencies use. Amazon Web Services (AWS) is used by the Department of Defense, NASA, and the Financial Industry Regulatory Authority (FINRA).
Some of eVestech’s security standards:
Download our white paper to learn more about how eVestech keeps your data secure. Read our Security Commitment to Our Clients.
The platform may be white-labeled very easily so it looks and feels to clients like they are on our partner’s own platform. Beyond that, we offer integration with other service providers such as custodians and portfolio reporting systems. Our product and technology team meets with each interested partner to outline the desired customization and features.
Our pricing model is an annual subscription, payable annually or monthly. There may be an additional up-front fee to cover the development costs associated with platform customization and integration.
No limit. We evaluated the needs of various organizations and established an infrastructure capable of securely storing data at scale.
Tomorrow's Market Leaders Are Today's Innovators.
Lead the way to immersive digital experiences and deeper virtual relationships with your clients and partners. Learn more, today!
(608) 291-4646 or firstname.lastname@example.org
Select a meeting type:
15-Minute Discovery Conversation
Schedule a short call to see if our platform has the functionality you need.
Get a demo of the platform and a high-level overview of the features and capabilities.
Explore the full capabilities of the platform with a consultative demo with one of our partners.