Explore Innovative Solutions for Financial Growth
At Darevia, we’re focused on building forward-looking solutions that anticipate the needs of tomorrow’s financial industry. Our upcoming initiatives explore new ways to enhance security, simplify complex processes, and expand access to financial opportunities. Each initiative is designed to empower advisors, bring clients closer to their goals, and strengthen trust through technology. From bold ideas to practical solutions, our upcoming projects embody tomorrow’s tools, built today, keeping Darevia ahead of what’s next.
Revesto
Revesto gives advisors secure access to held-away retirement accounts like 401(k)s and 403(b)s, eliminating blind spots in financial planning. By consolidating these assets into a single dashboard, it empowers firms to deliver more comprehensive advice and strengthen client trust. Built for compliance and scalability, Revesto is evolving toward API integrations and AI-driven insights, keeping advisors ahead of industry demands.
ProxyTrust
ProxyTrust simplifies shareholder voting by transforming complex proxy statements into clear, values-aligned decisions. Through customizable voter profiles, advisors can ensure client preferences are reflected automatically in proxy votes. With secure data handling and evolving AI support, ProxyTrust strengthens transparency, reduces administrative burden, and keeps advisors compliant while enhancing client trust.