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Charli
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One Platform. Connected.
Elevate Financial Services With Comprehensive Digital Legacy Solutions
Financial Services Partnership Solutions
Empower financial institutions to deliver premium legacy vault services—strengthening client retention, enabling seamless wealth transfer planning, and creating lasting intergenerational value through AI-guided document organisation and care preference capture.
Charli
Online
Provide clients with bank-grade secure vaults for financial documents, estate planning materials, beneficiary instructions, and wealth transfer wishes—positioned as a premium value-add that drives loyalty, AUM growth, and multi-generational client relationships.
Financial Services Partnership Solutions
Transform client relationships through secure digital legacy planning
Empower financial institutions to deliver premium legacy vault services—strengthening client retention, enabling seamless wealth transfer planning, and creating lasting intergenerational value through AI-guided document organisation and care preference capture.
Charli
Online
Your Digital Vault
Complete Financial Legacy Planning for Modern Client Relationships
Evaheld enables financial institutions to deliver holistic wealth planning—combining document security, advance care directives, beneficiary clarity, and legacy storytelling in one white-labelled digital vault that strengthens adviser-client trust and facilitates seamless generational wealth transfer.
Partnership Benefits
Simple Steps That Strengthen Financial Relationships
Evaheld deepens client trust, improves retention, and enhances intergenerational engagement by connecting financial clarity with emotional meaning.
Two Powerful Platforms,
One Seamless Ecosystem
The Evaheld Consumer Experience
Charli
Online
Transform How Your Clients Preserve Their Legacy
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Our Partners
Trusted by families, professionals, and care organisations across Australia.
Partner Questions
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