Run a tighter practice.Deliver a better client experience.
Ellevian is the client management platform for firms that provide financial guidance, onboarding, and support services. Organize client information, manage onboarding workflows, track progress, collect documents, and streamline communication, all in one centralized system.
Everything your team needs to run the client lifecycle.
Ellevian replaces the sprawl of spreadsheets, inboxes, and shared drives with a single operational system purpose-built for client-facing firms.
Structured client onboarding
Replace scattered spreadsheets and email threads with guided intake flows that capture everything you need on day one.
Onboarding workflows
Design repeatable, stage-based workflows so every client moves through the same polished experience, without the manual follow-up.
Pipeline & progress tracking
See where every client sits, what is blocking them, and what is next, at a glance, across your entire book.
Secure document collection
Request, receive, and organize sensitive documents in one audited place. No more chasing attachments.
Centralized communication
Every note, message, and signed agreement tied to the client record, so your team is always aligned.
Operational insights
Dashboards and reports that show throughput, bottlenecks, and team performance so you can run a tighter shop.
AI built into your workflow
Ellevian uses AI to summarize client files, draft follow-ups, extract data from uploaded documents, and surface what needs your attention next.
From first conversation to long-term retention.
- 1
Capture
Send a branded intake link. Your client submits their information directly into Ellevian, no email ping-pong.
- 2
Organize
Every client gets a clean profile with documents, notes, tasks, and signed agreements side-by-side.
- 3
Advance
Move each client through your stages. Stage changes notify the right teammates and the client automatically.
- 4
Deliver
Your team works from one source of truth. Clients feel informed and looked-after at every step.
Built for service-based firms, not for transactions.
Ellevian is an operational tool. We don't move money, issue products, or make recommendations. We give your firm the structure to deliver a more professional client experience, faster and with less internal friction.
- Financial guidance practices
- Advisory & consulting firms
- Client onboarding teams
- Agencies offering support services
A command center for your client operations
Track throughput, surface stuck clients, and keep your team aligned without another status meeting.
Frequently asked
Is Ellevian a financial services provider?+
No. Ellevian is an operational software platform. We do not offer, process, or broker any financial products. We help service-based businesses deliver a more structured client experience.
Who uses Ellevian?+
Agencies and firms that provide financial guidance, onboarding, and support services to their own clients, including advisory practices, consulting firms, and client success teams.
What does the platform actually do?+
It centralizes client information, standardizes onboarding workflows, tracks progress through stages, collects and stores documents securely, and keeps communication in one place.
Can clients log in themselves?+
Yes. Ellevian includes a branded client portal where your clients can submit information, upload documents, sign agreements, and follow their onboarding progress.
Ready to standardize how your firm serves clients?
Set up your workspace, invite your team, and start moving clients through a cleaner process today.