Financial advisors, insurance agents, estate planning attorneys and CPAs have a new tool to share with their clients. Today we announced the launch of Everplans Professional, which gives financial professionals the additional tools they need to help their clients organize, store and share all their legal, financial, healthcare, personal and digital information – all in one, convenient place.
Advisors also have access to a personalized dashboard to track the progress and completion of their client's Everplan.
Here's the full release with all the details:
Everplans Launches Professional Platform For Advisors Seeking To Expand Offerings To Client’s Estate, Life Planning
Advisors can create a co-branded, customized plan to work with their clients step-by-step
New York (June 25, 2015) – Financial advisors, insurance agents, estate planning attorneys and CPAs now have a new tool to share with their clients. Everplans today announced the launch of Everplans Professional, a ground-breaking online service that gives financial professionals the additional tools they need to help their clients organize, store and share all their legal, financial, healthcare, personal and digital information – all in one, convenient place. Advisors also have access to a personalized dashboard to track the progress and completion of their client’s Everplan.
“Building on the success of our consumer offering, Everplans Professional addresses an increasing demand from advisors to deepen and diversify their relationship with clients and, at the same time, ensure clients are ready for the future,” said Abby Schneiderman, co-founder, Everplans. “Financial advisors can now augment their portfolio management and leverage our deep expertise and leading-edge technology to offer more holistic planning to their clients.”
Advisors and other financial professionals utilizing the Everplans Professional platform will have the opportunity to create a co-branded, customized plan and to work with their clients step-by-step. Once completed, clients will have a secure bank-level encrypted online environment to keep everything – including important documents, account numbers, passwords, and personal letters.
“With the rise of robo-advisors and digital asset management, personal financial advisors, attorneys, insurance agents and CPAs are continually looking for innovative opportunities,” added Schneiderman. “Advisors love that Everplans Professional gives them yet another reason to pick up the phone, connect with their clients, and add value.”
“Everplans is for clients who have done ‘all the right’ things but need to make sure ‘those in the need to know’ can access the right people and documents when needed,” said Kim Natovitz, founder and president of The Natovitz Group. “Of all the platforms I investigated, Everplans was the most comprehensive and thought provoking. The exercise of populating a plan has deepened my relationship with clients and helped them to clarify and communicate information vital for others to act on their behalf in the future.”
The Everplans Professional platform was built with security as a top priority. The site utilizes two-step verification during the login process, and every single identifiable piece of personal information on the platform is encrypted and protected with industry-leading technology and bank-level security.
To request a demonstration of the platform, visit www.everplans.com/professional.
[ Via PR Newswire ]