eVestech is a technology solution for investment firms, providing a virtual client communication hub for all advisor/client interactions. The cloud-based hub drives 2-way interactive communications; provides a full virtual meeting platform with video-integration; displays data visualization; streamlines report delivery; enables organized messaging; and securely stores all records and documents with sophisticated permissioning and tracking. The hub can be fully customized to reflect the advisor's brand and integrated with an advisor’s other technologies (custodians, CRM, performance reporting, financial planning, risk management) to serve as a centralized access point and investment dashboard for clients.
| Website | http://evestech.com |
| Employees | View employees |
| Founded | 2019 |
| Industry | Investment Management |
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