Enabling Brokers to do more with less.


Your responsibilities to each Individual or family can vary greatly depending on their needs. eVero is here to help you track those variables so you can stay on top of the unique needs of each of your clients. Our platform is a single, unified place for you to manage your entire Self-Direction caseload – even across multiple providers. Easily create, organize, manage, and share person-specific documentation online, and rely on built-in validation tools to verify that all information – from budgets to meetings to agreements – comply with all state and program requirements.

eVero empowers better so Support Brokers like you can be at your best.

If you are a Support Broker eVero will help you:

Easily manage your entire caseload.

The eVero platform’s Broker Portal offers a dashboard view of your entire caseload – even across multiple FIs – using a single User ID.  Access individual case details and associated documents; develop and monitor budgets and Staff Action plans; document meetings; track agreements, and create and send invoices to the Fiscal Intermediary for billable time.


Stay on top of all your budgets.

Real-time data, combined with our state-of-the-art reporting tools, keeps you in the know on everything budget and billing-related for all of the Individuals you support. You’ll get immediate insight into budget expenditures, dollars remaining, and usage trends, and can set automatic set alerts to be notified when budgets are getting close to their cap.

Become fully digital.

Say goodbye to paper forms and manual data entry! Use our 100% paperless platform for automation, integrations, and technology, including a GPS-enabled mobile app, to optimize data collection and workflows. Your documentation – including budgets, plans, and meeting notes – and tasks will be completed faster with increased accuracy, so you’ll have free time to focus on more strategic things.

Optimize your budget processes.

Handle all your budgeting tasks – from creation to tracking to modification –  all in one place. You also have options: start from scratch and create a new budget using a system template or upload an existing approved budget to manage. With automated validation tools, feel confident that all budgets, whether they are newly created or amended, adhere to the appropriate rules and requirements. Our platform empowers you to be a Budget Wizard!

Communicate better.

Things get done faster when everyone is on the same page. Our platform connects Support Brokers with Fiscal Intermediaries, Self-Hired staff, and the Individuals and Families you serve to allow all Circle of Care members to effortlessly share budgets, documents, and reports and communicate via text messaging in real-time. 


Be positioned for success.

Get help and support when you need it. The eVero Support team can be contacted four ways – phone, e-mail, web, and chat – offering you the flexibility to get assistance in the best way that works for you. Plus, eVero Ed, our 24/7 education and training website boasts a full library of written and recorded reference material, along with numerous role-specific live webinars we conduct each month highlighting key features and best practices.



Support Broker optimizes budget creation, management & visibility with eVero

My Applied Personal Supports (MAPS-LI) is an independent Support Broker who supports over 70 Individuals across New York State.

As this broker’s business grew and it started supporting more and more people, relying on manual paper and fax processes for budget creation, editing, and invoicing, and using multiple systems to track and manage expenditures and receivables became overwhelming, and inefficient.

Download the full Case Study to learn how eVero gave MAPS-LI  the tools and insights to more efficiently manage budgets, invoices, documentation, and communicate with Individuals and their families.

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Making Brokers Lives Easier!

eVero makes being a broker so much easier by putting everything at my fingertips. Listening to ideas or concerns is always valued and eVero works with you to find solutions or ways to improve the user experience with the platform. They put on great presentations and other training opportunities that lets you know they value you as a user.

Justin S.
Advocates Incorporated

eVero simplifies the budget process. The layout of all the various parts of the budget both for the family and Broker very easy to follow and understand.

Calvin D.
Independent Support Broker

eVero is very comprehensive! I can easly stay on top of all the moving parts of Self-Direction, and all functions are available in this platform and app making it easy to do everything in one spot.

Angel N.
Independent Support Broker