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 and long email threads.

Communicate across clients
Send timely communications to one, some, or all clients with a click of a button rather than sending multiple emails.

Manage and share documents
Secure client documents and reports in a centralized data vault. Set permissions and make records accessible to individuals or groups.

Provide current account data
Offer investors easy access to their account value and performance with our turnkey solution or through integrations with your performance provider.

Simplify client access
Combine investment information from multiple sources in a central location and provide clients a single login point of access.

Measure client engagement
Use built-in analytics tools to monitor investors’ interactions and anticipate client questions and concerns 

Record client decisions
Capture client feedback and investment program decisions through an easy and engaging ballot.

Promote compliance oversight
Facilitate compliance oversight of client communications by easily tracking and downloading all records from the hub.