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Clients asked us about pensions and protection for years. We referred them out and never heard about it again. Now we don't refer out.
Partner, five-person practice
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We're six. We weren't going to hire a broker or a planner to round out the offering. Evorix means we didn't have to.
Director, small-firm accountancy
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Xero integration was the bit we were nervous about. Turned out to be the easy part.
Managing partner, Xero-only firm
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Clients who'd never have come to us for wills now do. Because it's sat in their login and it isn't awkward to ask.
Practice owner
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Staff you hire to offer mortgages, protection, wills and financial planning through your firm.
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Extra headcount
Services we plug in behind your practice — mortgages, protection, wills, financial planning, conveyancing.
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You stay the client's front door. We run the regulated work.
Accountants own the relationship. We run the mortgage advice, the pension work, the will drafting — under the platform you put your logo on.
Xero integration, not a bolt-on.
If you're Xero-only, Evorix talks to it. No duplicate data entry, no reconciliation pain, no switching screens mid-conversation with a client.
Pricing's transparent. So's the revenue share.
No per-seat fee, no hidden tiers. You see what each client pays. You see what you earn on every cross-sold service.
What a connected practice looks like.
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One login for your clients. Every service in it.
Accounts, pensions, mortgage advice, wills — all visible when they sign in. Under your branding.
Revenue lines you don't currently have.
Every regulated service we run earns you a share. Nothing extra on your fee schedule for the client.
Compliance we carry, not you.
AML, fact-finds, suitability reports, audit trails — our problem. Clients don't notice the difference.
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Twenty-minute call. Does your client base look like the ones we work best with?
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White-labelled Evorix inside a fortnight. Your branding, your domain, your welcome flow.
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We train your team. Your clients find services they didn't know you offered.
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First quarter-end, you look at cross-sell revenue and decide what to push next.
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