Meet eVestech:

The Virtual Communication Hub for Financial Professionals

The all-in-one client messaging, scheduling, reporting, meeting, file sharing, communication solution you’ve been looking for.

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Virtual Communication Hub

eVestech's 100% cloud-based technology creates a centralized hub where you deliver frequent, high-touch service to clients virtually. It aggregates the data and services you and your clients rely on every day.

eVestech Features

Build Strong Virtual Relationships

Meet face-to-face with clients from anywhere with integrated video conferences and video messages. 

Meet More Often

Choose a meeting date, invite attendees, attach files & save a recording. Invites & reminders are sent out automatically.

Send secure, 2-Way Messages

Send and receive client messages securely - no more frustrating encryption and long email threads.

Communicate Across Clients

Send timely communications to one, some, or all clients with a click of a button rather than sending multiple emails.

Manage and Share Documents

Secure client documents and reports in a centralized data vault. Set permissions and make records accessible to individuals or groups.

Provide Current Account Data

Offer investors easy access to their account value and performance with our turnkey solution or through integrations with your performance provider.

Simplify Client Access

Combine investment information from multiple sources in a central location and provide clients a single login point of access.

Measure Client Engagement

Use built-in analytics tools to monitor investors’ interactions and anticipate client questions and concerns 

Record Client Decisions

Capture client feedback and investment program decisions through an easy and engaging ballot.

Promote Compliance Oversight

Facilitate compliance oversight of client communications by easily tracking and downloading all records from the hub.

About Us

"When we founded eCIO, our mission was simple: leverage technology to help nonprofits do more with their investments. Now we offer the same technology to help thousands of advisors better serve their clients with eVestech."
‍
Rob Roquitte, CFA
eCIO CEO

Read Our Story & Meet the Team

Frequently Asked Questions

How is eVestech different than a portal?

Does eVestech have access to partners' client data?

What ongoing tech support is available?

Is there an app available for the platform?

How many clients can we have on the platform?

How secure is the platform?

What customization and integrations are available?

What is eVestech's pricing?

What is the data limit for file storage?

News & Resources

eVestech Launches Advanced Billing Solution for RIAs

GreenHill and eVestech Partnership Empowers RIAs to Deliver an Enhanced Client Experience

10 Ways a Digital Communication Platform Transforms Advisor-Client Communication

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Ready to Learn More?

Tomorrow's Market Leaders Are Today's Innovators.

Lead the way to immersive digital experiences and deeper virtual relationships with your clients and partners. Learn more, today!

(608) 291-4646 or info@evestech.com

Schedule a demo:

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‍15-Minute Discovery Conversation
Schedule a short call to see if our platform has the functionality you need.

30-Minute Demo
Get a demo of the platform and a high-level overview of the features and capabilities.

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eCIO, Inc (“eCIO”) is a registered investment adviser located in Madison, Wisconsin. eCIO may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. eCIO’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of eCIO’s web site on the Internet should not be construed by any consumer and/or prospective client as eCIO’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by eCIO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of eCIO, please contact the state securities regulators for those states in which eCIO maintains a registration filing. A copy of eCIO’s current written disclosure statement discussing eCIO’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from eCIO upon written request. eCIO does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to eCIO’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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