Connect your data for smart insights
Most firms have more performance data than they realise. Integrations help you get insights from your data, without the need to hire your own data science team.Request a demo
Measure your data out-of-the-box
Automated data sources connect natively with Everperform, making it easy to start utilising your existing data to get smart, personalised insights with Everperform.
Analyse performance using your financial data. Find correlations between people, profit, revenue and more.
Analyse timesheets, billable hours and more, stack them up against other performance metrics to discover their impact on your bottom line.
Connect your health data to get insights and correlations into how your wellbeing is impacting performance.
Get more out of everyday apps
Everperform is built to work with your data from these everyday apps. Turn your existing data into personalised insights.
Get insights based on the quality and frequency of communication across your firm, and how it impacts performance.
See how the frequency of internal and external communication is impacting individual performance across your firm.
Analyse your practice management data to get insights into how productive advisors and professionals are across the firm.
Connect to your communication platforms
Connect to everyday apps to make collecting performance data easier and more efficient, without increasing everyone's workload.
Collect employee feedback through Slack, cutting down on emails and keeping your communication centralised.
Collect and measure communication data through Microsoft Teams, keeping team communication in one place.
Data types that work with Everperform
Everperform can analyse and provide insights from almost any type of data your firm has, from timesheet data to communication and emails.