Fintech Integration Marketplace

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

Everplans

Everplans is a life and legacy planning company dedicated to transforming the way people get their families organized – from providing content helping people through the tough questions to the service that organizes and helps users securely share everything from wills and insurance policies to your pet’s needs and even favorite family recipes. Everplans Professional is used by financial professionals across the country who want to take multigenerational planning to the next level.

Everplans was founded in 2011 by Adam Seifer and Abby Schneiderman, entrepreneurs with a passion for helping people and a proven track record of creating successful online communities.

Everplans

FINANCIAL INFORMATION

  • Bank and broker accounts
  • Insurance documents/agent
  • Safe deposit/storage locker
  • Contact details for accountants

LEGAL INFORMATION

  • Wills
  • Power of Attorney
  • Contact details for attorneys
  • Advance Directives

HEALTH INFORMATION

  • Medical history
  • Living will and healthcare proxy
  • Contact details for Doctors

KEY PERSONAL INFORMATION

  • Letters and notes to your family
  • Important addresses
  • Account details for utilities
  • Online accounts
  • Communicate your funeral wishes
Everplans

Companies that integrate with Everplans

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

Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.

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.

Everplans

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.