Our Services

Our services are designed to get you up and running quickly - and keep you running.


Works the way you do

Our implementation team partners with your team to ensure EVX is aligned with your firm’s processes, strategy and technology so that you get the most out of EVX Software from the start.

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A delightfully easy transition

Our experienced training team will help you quickly master the system and learn how to utilize the full power of the EVX platform for your business. Resources from customized live training sessions to our online knowledge base will ensure your success with EVX.   

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Technical Support

Works the way you do

Your success is important to us. A variety of support options come included with your account. Need a question answered - reach out to us directly through the system, by email or phone. We’re always here to help!

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Business Consulting

Increase Your Firm's Potential

Looking to improve your firm’s operations and bottom line? Our business consultants can help you answer strategic and tactical questions and provide best practices on how to improve your business.

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Improve the Power of Your Investment

We can connect EVX to share data with just about any other software package. If you need more than our standard integrations, our technical team can help you with your custom integration needs.

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Make it Easy to Manage Your Consulting Firm

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