Everkeep for Advisors
A Secure Foundation for Modern Legacy Planning
Strengthen relationships, reduce risk, and add lasting value to every portfolio.
The Case for a Digital Failsafe
Cloud systems make information easy to reach, but not built to last. What’s accessible today can shift, disappear, or become obsolete as technology moves on. True permanence requires a failsafe—something designed to preserve what matters, independent of changing platforms or policies.
Why Advisors Choose Everkeep
A Bolt-on Solution That Fits Your Practice
Everkeep isn’t another system to manage. It’s an encrypted, blockchain-backed layer that connects with your current storage and planning tools — giving clients a secure, permanent home for their most valuable digital assets.
Each client vault can hold everything from essential documents to legacy messages and video archives. Advisors maintain permissions and access, while everkeep ensures those assets remain protected and recoverable for generations.
Seamless Integration
Works with existing systems and compliance workflows.
Secure & Private
End-to-end encryption and blockchain verification protect sensitive files, messages, and videos.
Organized for Inheritance
Access controls allow Advisors to predefine who receives what — and when.
Future-Proof
Everkeep’s decentralized architecture ensures data longevity beyond typical cloud lifespans.
Why Advisors Choose Everkeep
Differentiate Your Practice with Permanence
Everkeep helps you offer something no traditional portal can: long-term digital preservation.
Strengthen Retention
Clients trust you not just with their money, but with their legacy. Everkeep extends that trust to the next generation.
Add Recurring Revenue Streams
Add everkeep as a premium service tier or legacy-planning upgrade within your existing billing model.
Reduce Risk
Replace vulnerable cloud accounts and shared drives with compliant, encrypted storage you control.
Elevate Your Client Experience
Pair your financial expertise with emotional permanence — transforming routine document management into lasting peace of mind.
Products & Services
Next Generation Technology, Made for Future Generations
everkeep Storage
Integrates with leading cloud platforms to bring family records and legal documents under one secure structure.
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everkeep Vault
A secure, blockchain-backed environment designed for permanent preservation.Â
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everkeep Experience
A guided process that helps your clients document their values, organize records, and build a cohesive family story.Â
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Discovery how everkeep can benefit your practice.
The Future of Advisory Storage
Everkeep is the operating system for modern legacy planning — bridging the gap between financial foresight and digital permanence. It’s how Advisors future-proof their practices and strengthen every client relationship they manage.