EverSafe® for Professionals
Protect Your Clients' Financial Future While Growing Your Practice
EverSafe for Professionals enables you to provide clients and their families with best-in-class financial protection. As the first financial monitoring solution designed specifically for older clients and their families, we help you deliver exceptional value through proactive protection.
The Growing Challenge
The threats to your clients’ finances are rapidly escalating. Sophisticated scams targeting seniors change constantly, presenting significant challenges for clients, family members, and the professionals who serve them.
The Business Impact:
- Client assets under management at risk
- Potential liability and reputational damage
- Lost opportunity to retain next-generation wealth
- Increased client service burden during fraud incidents
Industry-Leading Protection for Your Clients
Protect Clients Against Scams & Identity Theft
Help safeguard client assets and demonstrate your commitment to their complete financial well-being.
Build Relationships With the Next Generation
EverSafe provides the perfect touchpoint for discussions with clients and their adult children—building inter-generational relationships that position you for the coming wealth transfer.
Differentiate Your Practice
Offer a unique and meaningful service that sets your practice apart in a competitive landscape.
Advanced Protection Technology
AI-Powered Monitoring
We provide sophisticated protection across all account types and institutions, giving your clients comprehensive coverage beyond what any single institution can offer. Clients can also opt in to monitor their emails and real estate for suspicious activity.
Best-in-Class Connectivity
EverSafe syncs with more financial data providers than any other service, connecting with over 25,000 different types of accounts. Unlike competitors who connect to one credit bureau, we monitor all three.
Comprehensive Client Protection
- All-in-one monitoring for fraud, scams, identity theft, and online threats
- Personalized alerts based on clients’ financial behavior
- Designated “Trusted Advocates” serve as an extra set of eyes
- Email scam detection and dark web surveillance
- 24/7 fraud resolution support
Business Benefits for Professionals
- Asset Protection – Help protect client AUM against sophisticated fraud
- Next-Generation Relationships – Build connections with clients’ adult children
- Practice Differentiation – Offer unique value that competitors can’t match
- Client Retention – Demonstrate comprehensive care beyond investment managemenT
Flexible Business Model Options
- Client Self-Pay – Clients pay directly and receive a free trial and lifetime discounts
- Selective Sponsorship – Choose which clients you wish to sponsor
- Unlimited Coverage – Flat monthly fee to provide EverSafe Gold to all clients
- White-Label Option – Co-branding customization available
Simple Implementation
Your clients can be protected in days:
- Invite clients to EverSafe – You can sponsor them or have them self-pay
- Account connection – Clients link accounts they wish to monitor
- Immediate protection – Initial alerts are generated within 24 hours
- Professional dashboard – Monitor client protection status and shared alerts
Credentials & Trust:
- Currently offered by leading financial institutions nationwide
- SOC2 reviews completed by independent auditors with bank-grade security
- Passed rigorous due diligence by top 5 financial institutions
