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Freedom of Independence

The EverSource 5 C’s

Capabilities.

Cloud-based technology and our back-office team enable you to serve clients in a virtual environment and conduct business from anywhere you have an internet connection. 

Customized Technology

The core of EverSource’s platform is built on a customized version of Salesforce and integrated with the Black Diamond portfolio management system, and is designed for growth and scalability. Salesforce is more than a CRM and serves as the operational hub of all aspects of an advisor’s business. Our technology is developed specifically for the needs of advisors and wealth management teams, providing tools to assist them from prospecting to onboarding clients and accounts to delivering a consistent client service calendar—along with the reporting and tracking—so nothing falls through the cracks.

Investments

EverSource provides significant flexibility for independent advisors to implement their preferred investment strategy under the oversight of the EverSource Investment Committee.  Investment programs include Firm as PM, Advisor as PM, select sub-advisers, and private assets and are delivered through third-party investment strategists, SMA managers, EverSource proprietary models, Advisor customized models, and OCIO engagements.  EverSource has a specialty in faith-based investing, including private asset impact investing.

Operations

The EverSource middle- and back-office services provide technology-supported processes and workflows designed for consistent client servicing. EverSource system automation is paired with a dedicated team that provides the human touch. As an advisor joining the platform, you’ll have access to pre-built workflows that enable you to easily onboard clients and accounts and deliver all forms and documentation in a virtual environment. You’ll manage your business with dashboards that give visibility to your entire business, including:

• Compliance

• Investment Platform

• Marketing

• Practice Management

• Business Succession

Compensation

EverSource provides individual advisors, advisory teams and RIA firms with competitive compensation and a refreshingly transparent structure. Follow these links for more details about our service models and compensation plans for Investment Advisory Representatives (IARs) and RIA Firms.

There are multiple levels to compensation as it relates to advisory businesses, and they are all critically important! We strive to help advisors understand the nuances of industry compensation models and highlight where additional fees are often baked into a simplified “payout” that affects the advisor’s fees and client’s expenses.

As part of our transition planning process, advisors who join EverSource can expect a full compensation pro forma. This document clearly details how your revenue will compare with your current compensation and how your clients will be affected. Many advisors who join EverSource experience significantly higher compensation and lower client fees than with their previous firms.

Culture

With EverSource, you’ll be part of a culture that fits your values. Our platform is designed for optimal freedom for independent advisors who prioritize client relationships.

Fiduciary and Planning-Centric

EverSource advisors are committed to act in the best interest of clients and to guide them in achieving long-term goals. Fee-only or hybrid transitional models foster trust and minimize bias. To add to this, our proprietary tools equip you to lead your clients through comprehensive life and financial planning.

Impact-Oriented

We understand that today’s wealth clients are looking for more than just financial returns. EverSource Life Impact stewardship resources guide clients to allocate investments in line with their values and life goals. With multiple investment strategy options, advisors support clients in investing for impact.  

Community

As an EverSource advisor, you sign on to more than just a platform—you join a supportive community of like-minded peers. Continuous learners and leaders in the industry, EverSource advisors are committed to serving their clients’ best interests and creating positive impact.

We do this not only through cultivating a community of advisors equally committed to their faith and their business, but also through access to a broader ecosystem of advisors, entrepreneurs, organizations, and movements committed to Kingdom impact, that we partner with in a variety of ways.

Client Experience

The first four EverSource “C’s” give you everything you need as an advisor to deliver the fifth “C”—an exceptional client experience. Equipped with up to date cloud based technology capabilities, a culture enriched by vibrant community, hassle-free compensation, you’ll be free to do what you do best—serve your clients. You’ll be on your path to impact, and they’ll smile at the future.