Increased profitability for Financial Advisors

Evermind helps Financial Advisors save hours on meeting notes, client reports, and LOAs. Spend more time growing your business and serving your clients.

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10+

Hours Saved Per Week

Trusted by

Top Financial Advisors

100%

Client Satisfaction

Spend hours writing reports and keeping track of LOAs?

As a Financial Advisor, you have too much to do and too little time.

Time-consuming compliance tasks

Hours spent on paperwork instead of client relationships.
Tedious report writing

Manually creating client reports, eating into your productive time.
Inefficient client interaction tracking

Struggling to keep detailed records of every client meeting and conversation.

Introducing Evermind: Your Automation Partner

With experience in the Financial space, we understand the challenges you face. That's why we created Evermind - to give you back the time you need to focus on what really matters: your clients and growing your business.

Learn how it works

Transform Your Practice with Evermind

Save 20+ hours per week: Automate tedious tasks and report writing to focus on client relationships.
Increase client satisfaction: Provide more personalized service with the time you save.
Grow your business: Use the extra time to acquire new clients and expand your services.

Get started in three simple steps

Book a Call

Schedule a call to see how Evermind Wealth can transform your practice.

Customize Your Solution

We'll tailor Evermind to fit your specific needs and requirements.

Start Saving Time

Implement Evermind and immediately start reclaiming hours in your day.

Hear from Our Satisfied Users

"Evermind has revolutionized my practice. I've reclaimed 20+ hours a week and can focus on what truly matters - my clients."

Sarah Johnson

Independent Financial Advisor

"The automated report generation alone has saved me countless hours. Evermind is a game-changer!"

Michael Reid

Senior Wealth Manager

Frequently Asked Questions

Can Evermind integrate with my existing CRM and financial planning software?: Yes, Evermind is designed to integrate seamlessly with most popular CRM and financial planning software. We offer API connections and custom integrations to fit your specific tech stack.
How secure is my clients' data with Evermind?: We take data security very seriously. Evermind uses bank-level encryption, regular security audits, and complies with all relevant data protection regulations to ensure your clients' information is always safe and secure. All our data is stored in the UK.
What kind of support does Evermind offer?: We offer 24/7 customer support, regular training sessions, and a comprehensive knowledge base. Our team of experts is always ready to assist you with any questions or issues you may have.
How much time can I expect to save using Evermind?: On average, small to medium sized practices report saving 20+ hours per week on productivity tasks and report writing. However, the exact time saved can vary depending on your practice size and current processes.