Edovest
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Wealth management platform

A modern platform for independent financial advisors

Manage clients, deliver financial plans, and operate your advisory business in one connected system.

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AUM Growth

$4.2M

+12.4% this month

Transfer packet
Custodian review
Portal setup
3 reviewers assigned

Advisory workflow

Review ADV filings

Compliance alertPending
Secure syncEncrypted data transfers

The Edovest Platform

Client Management

A full-featured advisory CRM for managing households, communications, campaigns, tasks, scheduling, and complex financial relationships.

Sarah Jenkins
Active
Michael Chen
Pending

Financial Planning

Dynamic modeling for retirement, tax, and estate planning with real-time data integrations.

Compliance

Automated audit trails, document archiving, and regulatory filing support built for RIAs.

Approve

eSign & Documents

Seamlessly execute custodial forms and advisory agreements with built-in digital signature workflows.

FilenameStatus
Custodial_Transfer.pdf
Advisory_Agrmt_v2.pdf

Client Portal

A high-end, white-labeled experience for your clients to view portfolios and securely share files.

Security & Enterprise Controls

Enterprise-grade security with built-in authentication, access control, and auditability across the entire platform.

  • Multi-factor authentication (MFA & passkeys)
  • Role-based access & permissions
  • SSO & identity federation (OIDC / SAML)
  • Audit logs & activity tracking
  • End-to-end data encryption

Built for Independence

Infrastructure that puts the advisor in control, not the custodian.

Data Integrity First

Sanitized, multi-custodial data feeds ensure your reporting is accurate and your planning is based on truth.

Modern Workflow Engine

Automate repetitive tasks from client onboarding to rebalancing, letting you focus on human relationships.

No Custodial Lock-in

Connect to any custodian. Your data remains portable, giving you the ultimate flexibility to grow your practice.

Platform Development

Available Now

  • Core Platform Access

    Stable foundation for advisor and client access and navigation systems.

  • Identity & Authentication

    Secure user authentication with MFA, passkey, SSO and SCIM.

  • Organization Setup

    Roles, teams, access controls, and custom firm branding.

In Development

  • CRM Modules

    Beta Q1

  • Financial Planning

    Beta Q1

  • Unified Messaging

    Q1 2026

Access the platform

Join the early access program for independent advisors and help shape the future of wealth management.

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