Select the plan that best suits your firm

Connect and measure your existing data to generate high-quality firm wide analytics. Identify and action key performance areas for every advisor to improve client value and firm growth.
  • Data connection
  • Measurement mapping
  • Advisor dashboards
  • Performance tracking
  • Pulses
  • Firm-wide reports
  • Firm-wide ladders
Personalise the improvement path for every advisor, based on their goals and strengths. Provide each advisor with automated smart insights designed to improve their performance daily.Everything in Measure plus:
  • Personalised pulses
  • Personalised insights
  • Role based pulses
  • Function based pulses
  • Transparency settings
  • Data point correlations
Maintain your firm’s growth with coaching insights designed to turn your managers into great leaders. Automatically generate recommendations based on advisor’s actions, goals and progress, aligned to your strategy.Everything in Predict plus:
  • Automated recommendations
  • Advanced predictive analysis
  • Coaching insights

Additional coaching and services

Insight Coaching

Empower your leaders, managers and employees to become data-driven performers with 1:1 insight coaching.

Contact us for pricing.

Customised Reporting

Personalise your firm's reporting and analytics with the expertise of our data visualisation and business intelligence experts.

Contact us for pricing.

Performance Campaigns

Personalise and automate your Performance Reviews, 360 assessments, Customer Satisfaction surveys and more with the the help of our performance experts.

Contact us for pricing.

Support and Training

Tailored support, development, education and training programs to fit your firm's needs. Our team can help bring your team along for the journey.

Contact us for pricing.

Frequently Asked Questions

Is Everperform GDPR compliant?

Yes, Everperform is both GDPR and CCPA compliant.

Is Everperform PCI Compliant?

Yes, Everperform falls under PCI classification of SAQ-A and is fully compliant.

Does Everperform have security policies in place?

We have internal Information Security Policies which are communicated amongst employees to ensure organisation wide understanding. We strive to meet ISO27001 standards for Information Security Management.

Does Everperform provide SSO capability?

Everperform allows customers to select their preferred Authentication method from options including Single Sign-On allowing Everperform to fit in seamlessly with your existing software suite.

Does Everperform provide end user help and support?

Everperform provides digital support to end users via in-app chat. This is available for all users to access and request help. Responses are provided within the agreed support timeframes in this agreement.

What are the hours of support?

Our standard services support model is run remotely from our Everperform HQ. We have dedicated support teams that provide our customers with the ability to log a request for assistance within Everperform 24/7. The responses to these requests are made between 9-6pm, Monday to Friday AEST. If our clients need further assistance, we offer personalised support services based on their requirements.