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For advisers & family offices

Advise from evidence, not email attachments.

Accountants, tax advisers, notaries and private-client managers spend their best hours chasing documents and re-asking last year's questions. With clients on Evernilo, you receive a structured, source-backed dossier — current facts, evidence, gaps and open questions — scoped precisely to your mandate.

Why it fits

Built for how advisers & family offices really live

1

Dossiers with sources and gaps

Not a folder of unknown PDFs: facts with provenance, missing items already flagged, and the client asked the plain-language questions on your behalf.

2

Ask the client less

Corrections and confirmations become durable, sourced facts — so next year starts from this year's answers instead of another round of the same emails.

3

Manage estates with clean boundaries

Administer several client estates with the principal's ownership always explicit — whose information it is, why you can see it, and an audit trail throughout.

Your life, remembered. Your wealth, understood.

Start free and watch photos, letters and voice notes become an organized, private memory — connected to your property, wealth and advisers when you need them.

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