eVestech
HQ Address
821 E Washington Ave, Suite 200, Madison, WI 53703, United States
Website Address
Business introduction
Meet eVestech: The Virtual Communication Hub for Financial Professionals
The all-in-one client messaging, scheduling, reporting, meeting, file sharing, communication solution you’ve been looking for
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.
eVestech Solutions
eVestech
eVestech features Build strong virtual relationships Meet face-to-face with clients from anywhere with integrated video conferences and video messages. Meet more often Choose a meeting date, invite attendees, attach files & save a recording. Invites & reminders are sent out automatically. Send secure, 2-way messages Send and receive client messages securely - no more frustrating encryption......
