Advisors on our Everplans Professional platform have been asking for one important feature: The ability to edit an Everplan on a client’s behalf. We’re happy to announce that starting today, Advisors can do just that.
Our new collaboration feature allows Advisors to request permission to edit any section of a client’s Everplan -- or the entire plan. Once the client grants permission, the Advisor can use Everplans Professional to make updates on the client’s behalf. This includes uploading documents, editing data, and keeping timely account information up to date.