EVORO
ST
Overall
60
out of 100
EVORO Life Health Score

You're well organised — a few quiet improvements ahead.

The area worth a moment today is emergency planning — 1 can step in.

See what to do next
Financial Organisation
81
Strong
13 documents on file
Family Preparedness
43
Needs care
1 trusted person
Protection Cover
68
Steady
1 policies in place
Estate Readiness
35
Attention
No will detected
Emergency Planning
30
Attention
1 can step in
Financial Visibility
100
Strong
11 policies recognised
Add something to your lifeSee your year in review Since your last visit · 30 documents organised · 3 insights · 7 improvements
What EVORO has noticed

Calm, intelligent observations about your life

See all insights →
Quiet preparedness

Four parts of your life, gently in order

70
Family protection
Quietly building family protection.
37
Estate readiness
A quiet hour here would bring real peace of mind.
81
Financial organisation
Your important documents are safely organised.
94
Future plans
Your future feels clearly mapped.

Sarah, you're quietly becoming more organised every month.

Capture

Bring anything in. We'll do the rest.

Drag a document
Statements, policies, wills
Forward an email
vault@evoro.app
Snap with your phone
Scan or photograph
Understand

What EVORO has organised for you

Open vault →
Documents organised
30
across 9 categories
Policies recognised
11
1 protection
Net worth tracked
£860.2k
updated 2 days ago
Protection in place
£250k
1 policy
LiveQuietly recognising new statements as they arrive · last extraction 2 hours ago
Worth a moment

Three small things that would make a real difference

See all 3 →
  1. An opportunity

    Add a will to your file

    No will document uploaded or referenced.

    Refer to estate planning partner
    Sort your wishes
  2. An opportunity

    Add a pension beneficiary

    Aegon workplace pension has no nominated beneficiary on file.

    Submit expression of wish form
    Take 2 minutes
  3. An opportunity

    ISA allowance still available

    £8,800 of ISA allowance unused for 2025/26.

    Top-up before 5 April 2027
    Use this year
This year so far

7 improvements quietly evidenced

Each one is captured automatically. You'll see them gathered in your year-in-review.

  • Halifax 2-year fix expires — 12 weeks to acttoday
Your wealth, at a glance

Calm overview, full picture in My Financial Life

Open →
Pensions
£485,000
3 held
Investments & savings
£198,200
5 accounts
Combined wealth
£683,200
updated continuously