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Legacy preservation, advance care and estate planning for financial planners and wealth advisers
A secure client vault for values-based advice, beneficiary clarity and intergenerational family legacy planning
Charli
Online
Financial planning teams can make preservation part of deeper client care, connecting money decisions with values, family guidance, care wishes and legacy planning.
One Platform. Connected.
Transform Financial Planning Through Legacy Integration
Enable wealth advisers to deliver values-aligned financial planning by integrating legacy documentation, beneficiary clarity, estate planning coordination, and intergenerational wealth transfer support—creating deeper client relationships and sustainable AUM growth.
Financial Planning & Wealth Management Solutions
Empower financial planners and wealth advisers to offer comprehensive preservation legacy planning—combining investment strategy with values documentation, estate planning integration, and multi-generational wealth transfer clarity that differentiates your practice and drives client loyalty.
Charli
Online
Your Digital Vault
Values-Based Wealth Planning With Comprehensive Legacy Documentation
Evaheld empowers financial planners to move beyond transactions—helping clients articulate wealth values, document beneficiary intentions, organise estate materials, and create meaningful legacy context that transforms advisory relationships and improves next-generation client retention.
Partnership Benefits
Simple Steps That Deepen Adviser–Client Relationships
Evaheld enhances transparency, strengthens trust and improves long-term engagement across generations.
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
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Partner Questions
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