Client management
A purpose-built CRM for households, tasks, communications, campaigns, scheduling, and the day-to-day work of advisory teams.
About
Edovest is building modern software for independent financial advisors.
We believe advisory firms should not have to piece together too many systems just to manage clients, keep work moving, and run the firm well. Edovest exists to bring those jobs into one connected platform.
Our focus is on the practical needs of independent firms: managing households and relationships, tracking work across the team, supporting planning workflows, protecting client information, and giving clients a secure, professional experience.
What we are building
Planning and execution
Planning workflows, approvals, and documentation that help firms move work forward without jumping between disconnected tools.
Secure client experience
A modern client portal and secure document experience that helps firms serve clients with confidence and care.
Principles
Independent firms should control their data, workflows, and client relationships.
Operational software should reduce admin drag instead of adding more disconnected systems.
Security, auditability, and portability should be foundational, not optional add-ons.
Current status
Edovest is being developed in close alignment with independent advisory firms. We are focused on building the right product across CRM, planning, client experience, and firm workflows before a broader rollout. If you are interested in early access, partnership discussions, or learning more about the roadmap, contact us at [email protected].