The advisory firm of the future

Delivering differentiated value to your clients has never been more important. You need to be at your best, while growing your capability. We help you do both, in less time.

Accounting firms use Everperform to:

Make better decisions
Perform better, more often
Manage and coach remotely
Improve client outcomes
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Empower your leaders and advisors to perform at their best.

Your people are your most valuable asset. Increase their potential to charge more with smart, personalised insights that improve capability firm wide.


Productivity, wellbeing and relationship results.


Increase in revenue firm wide, within 90 days.


Potential increase in revenue capacity per advisor, per annum.*

*Based on results achieved by Everperform customers.

Real-time productivity, relationship and wellbeing insights

Unify and monitor your data using the Performance Graph and capture the key components that most firms miss when analysing performance.

Advisory is a people-centric service, measure it so you can:

  • Understand the relationships you have and need
  • Measure how wellbeing helps you sustain performance
  • Determine your underlying drivers of productivity
  • Act on insights that you're too busy to notice

Manage your team from anywhere and increase your connections

Enable your advisors to adapt to the changing way we work and the expectations of clients. It's not about working harder, it's about understanding your team better and supporting them when they need it.

By understanding the lead indicators for your advisors to perform at their best, your interactions with them become more meaningful and rewarding.

Connect performance data

Connect and sync your practice, financial, communication and client apps like APS, Xero, Microsoft Teams and Office 365 to get a single holistic view.

Personalised insights

Using Everperform intelligence, your performance data is transformed into meaningful, personalised insights designed to make better decisions at all levels.

Performance autopilot

Automate the collection and measurement of client and employee feedback, engagement and job reviews and leadership and behaviours that are aligned to the advisor growth journey.

Smart recommendations to achieve better results in less time.

Individual and team dashboards give managers an overview of performance, driving focus and meaningful progress towards their goals and targets.

  • Self-serve reporting
  • Partner, advisor and manager dashboards
  • Analyse KPI trends and progress

Enable the advisory firm of the future at every level

Partners & Directors

You are always in the know with an intelligent real-time view of your firm-wide performance, wellbeing and relationships.

Managers & leaders

Data driven, meaningful conversations, in less time with your team. Based on all the aspects that matter to the best managers and performers.

Advisors & professionals

Personalised insights using advanced analytics to enable you to improve in the areas that will help accelerate your performance.

The framework of measures, questions and ratings that Everperform provided led to our management team having a much better understanding of our people and the lead indicators to performance. We have been able to prevent issues before they happen.
Jason Robinson
Director, RBK Advisory