Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Everfin

We help financial professionals run better firms. If you ask what we do, we’ll probably explain it by telling you we build advanced data-management systems for financial advisors, wealth managers, planners, and brokers. We offer a line of digital services centered around our CRM that help advisors and managers the ability to more easily and accurately manage relationships with their clients, which is ultimately what drives the success of any firm.

The EverFin CRM gives Financial Services Professionals more time to do what they do best, building relationships with their clients.

EverFin
  • Automation
  • Compliance
  • Relationships & Marketing
  • Security

Services:

  • Technical Consulting
  • Sales Strategy
  • Internal Processes
  • Social Media Strategy
  • Digital Marketing

CRM:

  • E-mail / Archiving
  • Social Media Integration
  • Seminar/Workshop Marketing
  • Opportunity Tracking
  • Prospect Tracking
  • Reporting
  • Document Storage
  • Lead Generation
  • Mail Merge
  • Outlook Integration
  • Website Integration
  • Internal Tasking
  • Account Management
  • Policy Management
  • Calendar Management
  • Workflow Automation
  • Secure Mobile Access
  • Feeds
  • Forecasting
  • Data-Driven Marketing
  • Territory Management
  • Sales Reports & Dashboards
  • Roll-Based Security
EverFin

Companies that integrate with EverFin

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Blueleaf
Blueleaf
Blueleaf is a provider of Financial Relationship Management Software.

No partnership categories yet.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

EverFin

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.