TECHNOLOGY THAT SUPPORTS THE WAY YOU SERVE

We build, integrate, and continuously refine our platform so advisors can focus on advice, relationships, and growth, not managing technology.

At EverSource, our technology ecosystem is designed to support how you work, not force you into someone else’s workflow. We provide a thoughtfully integrated platform that brings together portfolio management, reporting, planning, operations, and client experience tools so you can spend less time navigating systems and more time serving clients.

Independence Without Infrastructure Burden

EverSource gives advisors the freedom of independence without requiring them to assemble, maintain, or troubleshoot a complex technology ecosystem. The platform is designed to support growth from day one without sacrificing institutional-quality capabilities.

A Better Experience for Clients, Not Just Advisors

Technology choices are made with the end client in mind. From reporting and portals to data aggregation and planning insights, the platform is designed to foster clarity, confidence, and trust, not overwhelm.

Technology Designed Around Real Advisor Workflows

Our platform is built from the ground up around how advisors actually work with clients, prospects, and teams. Every tool is designed to reduce friction, surface insight, and support repeatable processes that scale.

A Platform That Evolves as You Do

EverSource is deeply invested in continuous improvement, integrating new tools, refining workflows, and exploring emerging technologies (including AI) that help advisors reclaim time and margin as their practices grow.

PLATFORM CAPABILITIES

A centralized, data-driven CRM designed to support the full advisor lifecycle from prospecting to long-term client relationships.

  • Visual pipelines and relationship mapping

  • Custom workflows and task automation

  • Dashboards and real-time practice visibility

  • Scalable data structure that grows with your firm

  • Integration with marketing and communication tools

Data-Driven CRM & Relationship Intelligence

Portfolio Management, Trading & Rebalancing

Institutional-quality tools that support disciplined portfolio construction and implementation across households and models, without unnecessary complexity.

  • Model-based management

  • Efficient rebalancing and trade execution

  • Household-level visibility and control

Client Portal & Powerful Reporting

A polished, intuitive client experience that reinforces professionalism and trust.

  • Clear, flexible reporting aligned to advisor philosophy

  • Secure client portal access to performance and documents

  • Support for aggregated assets and holistic views

Data Aggregation & Business Intelligence

Integrated data aggregation paired with business intelligence tools that provide insight at both the client and practice level.

  • More complete client balance sheets

  • Practice analytics and trend visibility

  • Better inputs for planning and decision-making

Open Architecture & Thoughtful Integrations

A platform designed to work with other best-in-class tools, not compete with them.

  • Strategic integrations to reduce duplicate entry

  • Fewer logins, fewer silos, fewer workarounds

  • Flexibility without fragmentation

Office & Productivity Infrastructure

Standardized productivity and collaboration tools that support modern advisory firms.

  • Secure communication and document workflows

  • Tools that support remote, hybrid, and in-office teams

  • Consistent setup that reduces friction for advisors and staff

Security, Access &
Risk Controls

Enterprise-grade safeguards designed to protect client data and advisor practices.

  • Centralized access management

  • Cybersecurity controls aligned with regulatory expectations

  • Secure systems that don’t slow advisors down

Automation, AI &
What’s Next

An ongoing focus on automation and emerging technologies that improve efficiency and decision support.

  • Workflow automation to reduce manual tasks

  • Early adoption of AI-enabled tools where they provide real value

  • Continuous evaluation—not experimentation for its own sake

Technology Support & Workflow Coaching

Hands-on support combined with operational coaching to help advisors turn tools into leverage.

  • Responsive, knowledgeable tech support

  • Guidance on workflows, processes, and best practices

  • Help aligning technology with how advisors want to run their firms

  • Support That Feels Human. Because It Is

    Our support team is based in-house and works closely with advisors and staff to keep your systems running smoothly. They’re proactive, responsive, and invested in your success, because when your practice runs well, ours does too.

  • In the End, Technology Is a Means, Not the Mission

    EverSource technology isn’t about chasing the latest platform or feature. It’s about providing a stable, flexible foundation that supports wise counsel, operational excellence, and long-term growth, so you can focus on what matters most.