Edovest

Coming soon

The advisory operating system for modern firms.

CRM, planning, and the client portal in one secure platform.

Edovest unifies households, entities, and planning with strict tenant isolation and auditable client service.

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Platform focus

Built for advisory workflows

Unified client structure

Households, entities, and relationships modeled once across CRM, planning, and portal.

Immutable activity history

Stage moves, approvals, and notes stay audit-ready and attributable.

Private document access

Secure storage with presigned URLs only, never public buckets.