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Fintech Integration Marketplace / Wealth Management / CRM

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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.

Website

https://everfin.com/

Contacts

info@everfin.com

https://www.facebook.com/everfin

https://www.linkedin.com/company/everfin

https://twitter.com/everfin_

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.
#Portfolio Reporting #Account Aggregation #Billing

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EverFin

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