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Charli
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One Platform. Connected.
Transform Financial Planning Through Legacy Integration
Financial Planning & Wealth Management Solutions
Empower financial planners and wealth advisers to offer comprehensive 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
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
Deliver holistic wealth planning with integrated legacy services
Empower financial planners and wealth advisers to offer comprehensive 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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