EverFin Information

We help financial professionals run better firms. If you ask what we do, we'll probably explain it by telling you we build advanced data-management systems for financial advisors, wealth managers, planners, and brokers. We offer a line of digital services centered around our CRM that help advisors and managers the ability to more easily and accurately manage relationships with their clients, which is ultimately what drives the success of any firm. What does our CRM do? Gives you the ability to store, access, and manage all of your clients data in ONE location! See every emails, call, task, and meeting past, present and future Track the campaigns that brought them in and all the associated costs to track real ROI Manage policy and investment data simply and effectively Store and share client documents securely Automated workflows ensure nothing falls through the cracks Personalized Training and Implementation that make all the difference Real support What do we do other than the awesome CRM? Tech Consulting - Diagnostics and Delivery - The most for least. Data Migration and Management Custom Software and Development Custom Workflows and Automation Account Aggregation - Client and Advisor Calendar Automation - Stay busy, when and how you want. Direct Mail Reports - Less Volume, Higher Conversion Web Development - Need a website? Need an update or maybe an upgrade? Marketing Strategy - Stop the seminar churn and start doing it right!