Blog Archive: July 2017

Everplans has formed a strategic partnership with financial services company SEI; First step: Contributing to their blog to help spread the word about reaching the next generation of clients.


After speaking on a panel about how advisors should be leveraging technology to do multi-generational planning within the same family, our Co-Founder Abby Schneiderman had some major revelations.

The Everplans team regularly pushes out new product features, improvements and bug fixes.

At the end of each month, we highlight improvements we’ve made and bugs we’ve fixed. Take a look at the changes we made in July 2017.