Your AI-powered financial advisor for the stock market
Join the waiting list
Financial advisors face unique challenges, from fragmented technology to a lack of resources and profitability constraints.
Eviva.ai understands these challenges and provides innovative artificial intelligence (AI) solutions to empower financial advisors to succeed and grow their advisory practices.
Connect and manage your clients' positions seamlessly across more than 12,000 financial institutions, all without the hassle of transferring their assets.
Cater to a diverse clientele, from high-net-worth individuals to retail investors, leveraging the absence of constraints such as the minimum AUM requirements.
Craft custom portfolios for your clients in real-time, using our AI-powered Investment Advisor to align with their unique financial goals and boost your retention rates.
Expand your client base without additional effort, leveraging our seamless connection with Streetbeat and offer advice on client assets held outside the firm.
Spend more time with clients and less time on manual and admin tasks
With Eviva.ai technology you can service7x more clients efficiently.
AI-powered portfolio management
Leverage state-of-the-art artificial intelligence to analyze, construct, trade, and manage high-performing portfolios, all within an integrated Advisor Dashboard.
Comprehensive currency access
Onboard cash via ACH, ACAT, Wire transfers, and Debit cards from 40 countries. Seamlessly convert crypto to fiat and vice versa in 140 countries, expanding your investment horizons and those of your clients.
24/7/365 market monitoring
Leverage AI for instant decision-making based on real-time data analysis of analyst ratings, news, earnings, regulations, and stock price changes in an instant.
API for full integration
Eviva.ai offers full API integration with back office, CRM platform and trading execution.
Increase Profitability and Client Retention
Follow your clients
Scale your business
Seamlessly monitor your client investments across multiple brokerages, all from Eviva.ai intuitive platform, and foster informed decisions and personalized strategies.
Use Eviva.ai to increase efficiencies and reduce constraints in servicing profitably accounts of all sizes, from smaller clients to affluent ones with more complex needs.
Transparent fee structure and reporting
Free trading, more margins
Enjoy complete control over fee settings and provide your clients with detailed, transparent financial reports.
Enable free trading for your clients, thereby increasing their profit margins and boosting client loyalty.
Discover the solution you've been seeking with Eviva.ai. With a 7-day free trial to explore all platform features and opportunities, you'll quickly realize it is something you have never seen before.
Unlimited customers
Personalized automated clients newsletters
Witness your client base flourish as you tap into new markets and serve clients with diverse financial backgrounds.
Your AI-powered financial advisor for the stock market
Join the waiting list
Register with Eviva.ai today to redefine what's possible in your financial advisory practice.
