Powerful reports with WorkflowMax and performance data
Do more with your job and timesheet data with powerful reports. Get a more in-depth view of what aspects of performance are impacting your client value, revenue, effeciency and more.
Connect jobs, timesheets and more to productivity and output
Get a smarter view of performance across your firm. Measure job data, timesheets, chargeable hours and more against advisor performance to get a better understanding of where your firm can improve.How we measure performance
Set targets for any metric, firm-wide
Everperform lets you set targets against your WorkflowMax metrics, for every advisor in your firm. Have your targets and results in one place, with powerful ranking and trends to cut down on time preparing reports.