Member Engagement Platform for Financial Services

Championing Health - Telstra Best of Business Awards

For organisations empowering clients and life transitions

Evaheld helps organisations deliver comprehensive legacy preservation, empowering human connection — with clarity, dignity, and trust.

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Trusted by 10,000+ families

5/5 rating

Charli

Online

AI Assistant

Who Evaheld Is For

One Platform. Connected.

Evaheld connects people, families, and organisations — enhancing trust, dignity and client-centric initiatives.

Individuals

Safe-keep what matters most.

Families

Celebrate and connect.

Organisations

Human-centric alignment.

Partner Solutions

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.

Wealth ManagementEstate Planning IntegrationClient RetentionDigital Vault

Explore Financial Services Solutions

Charli

Online

AI Assistant

Partner Solutions

Elevate Financial Services With Comprehensive Digital Legacy Solutions

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

Wealth ManagementEstate Planning IntegrationClient RetentionDigital Vault

Charli

Online

AI Assistant

Your Digital Vault

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.

My Story & Legacy

Clients record meaningful reflections that inform long-term goals.

"Would you like to save a reflection?"

Health & Care

Care wishes influence planning—beautifully documented and clear.

"Let's outline your preferences…"

Essentials

Financial documents stored in one orderly, secure vault.

"Upload a document…"

Connections & Rooms

Financial Room, Family Room, Private Future Rooms.

"Who should have access?"

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.

Uncover Client Priorities Instantly

Charli identifies what matters most — planning documents, tax files, financial summaries or family values. This creates immediate relevance and establishes trust early in the relationship.

Financial filesValuesBeneficiaries

Clients Organise Their Financial Life

Clients upload statements, insurance records, tax files and beneficiary details. This increases adviser efficiency and reduces administrative friction.

Secure Sharing Strengthens Adviser Trust

Clients can open a Financial Room to safely share selected documents with advisers, improving transparency and engagement.

Start in Under 10 Seconds

No credit card required · Free forever plan available

HOW IT WORKS

Two Powerful Platforms,
One Seamless Ecosystem

Empower your clients with our consumer app whilst managing everything through your dedicated partner dashboard

The Evaheld Consumer Experience

A beautifully simple platform where your clients preserve memories, document wishes, and organise essential information through natural conversations with Charli.

💬

Conversational Interface

Charli guides users through capturing memories and organising information with empathetic AI-powered conversations.

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All-in-one Vault

My Story & Legacy, Health & Care Wishes, Essentials & Documents, and Family & Connections — all in one place.

🔐

Bank-Level Security

End-to-end encryption, granular privacy controls, and secure document storage protect sensitive information.

👨‍👩‍👧‍👦

Controlled Sharing

Users choose exactly what to share, with whom, and when — maintaining full control over their legacy.

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Cross-Platform Access

Seamless experience across all devices with automatic sync and offline access capabilities.

🎯

Guided Journeys

Personalised prompts and templates help users capture what matters most without feeling overwhelmed.

🌐

Multi-Language Support

Available in multiple languages to serve diverse families and communities worldwide.

♿

Accessibility First

Designed with screen readers, keyboard navigation, and adaptive interfaces for all abilities.

Charli

Online

AI Assistant

Hi! I'm Charli 👋 I help you capture memories, document care wishes, and organise important documents.

I want to record my childhood memories

What a beautiful gift! Let's start with where you grew up.

Trusted by 150+ Partner Organisations

Transform How Your Clients Preserve Their Legacy

Join leading organisations providing their clients with a beautiful, secure platform to capture memories, document wishes, and organise essential information — whilst you maintain full oversight.

Schedule Your Demo

No setup fees

24-hour response time

Partnership benefits included

Limited partnership spots available for 2026

⏰ THE TIME IS NOW

Why partner with Evaheld today?

Financial decisions now sit inside life decisions. Clients expect advisers to understand values, family context and legacy — while still protecting professional boundaries and compliance.

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Respond to holistic client expectations

Support clients through life's transitions — from family change to intergenerational planning — without expanding advice scope or responsibility.

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Strengthen trust without crossing boundaries

Clients want their values, story and wishes respected. Evaheld provides structure for context — not advice — preserving adviser integrity.

🏆

Build intergenerational relevance

Younger generations expect transparency, autonomy and ethical handling of personal information. Evaheld supports modern legacy expectations alongside financial outcomes.

💡

Reduce emotional load on advisers

Structure replaces ad-hoc conversations, helping advisers avoid becoming default organisers, mediators or memory-holders.

FREE RESOURCE

Beyond Money: The New Client Expectation Gap

How life transitions and changing values are reshaping financial advice

A boundary-safe guide for financial professionals navigating evolving client expectations around legacy, values and personal context — without increasing compliance risk.

Inside the guide:

A client expectation checklist across key life transitions

Insight into generational shifts in values and trust

Clear framing on what sits inside vs outside advice scope

Built for Australian financial professionals

Enter your work email to receive instant access

Instant PDF download • No spam, ever

Partner Testimonials

What our partners say

"Evaheld has transformed how we support families. Our clients now have a safe place to document their wishes and share their stories."

Sarah Mitchell

Financial Planner · Mitchell Advisory

"Our residents love being able to preserve their memories. Evaheld helps us deliver truly person-centred care."

David Chen

Care Director · Sunrise Aged Care

"The ability to help clients document advance care directives alongside their estate planning has been invaluable."

Jennifer Walsh

Estate Planning Lawyer

Ready to become a partner?

Join our growing network of partners and help your clients preserve what matters most.

Contact Our Team

24-hour response No setup fees

COLLABORATIONS

Our Partners

Trusted by families, professionals, and care organisations across Australia.

Your Answers.

Elevate Financial Services With Comprehensive Digital Legacy Solutions