Abby Schneiderman, a tech entrepreneur who faced personal tragedy at a young age, has developed a new digital app that financial advisers can use to help their clients better organize their account information. When Schneiderman lost her brother in a tragic car accident her family had to scramble to organize his financial information. Everplans is the new program developed by Schneiderman and co-founder Adam Seifer to assist financial planning firms with better managing their clients data. There are currently 40 professionals that have signed onto the new program but some are still expressing reservations. Right now there is fierce competition from services like MoneyGuidePro, so Everplans is going to have to demonstrate to financial planning firms why its service is the best for organizing the financial data of a growing number of elderly clients.
See Phyllis Furman, A Digital Estate Planning App Now Targets Advisors, Financial Planning, September 8, 2015.
