Case Study

Ela Financial Group

Ela Financial Group is a personal, friendly Main Street alternative to Wall Street, a place people have come to associate with sound advice and great customer service. 

“Everplans makes for a better connection with clients. They start to tell their story, and that helps solidify the relationship. It’s a big piece of keeping up with all that’s going on in their lives.”


Key Takeaways

  • How to engage clients and strenthen client relationships.
  • Providing differentiating value to its clients and their families.
  • Addressing client security concerns with an online platform.

Click to Download the
Full Case Study

Connect with your next generation of clients

Everplans is the leading tool helping Advisors increase retention across generations, establish new relationships, and strengthen existing ones.

Learn more  |  Get a demo

Not ready to schedule a personal demo?

Watch our 5 minute demo

Everplans pricing

Featuring flexible pricing and robust functionality, we can customize a plan for everyone from sole propietors to global enterprises.

More about pricing