Re-engineering financial advice

In the financial world, there’s a commitment to building a better, more efficient financial planning and advice experience. This is the story of EV.

A foundation of enduring expertise

Our journey began in 1993, determined to change how people accessed financial planning. We pioneered retirement modellers for employees in the workplace.

In 2011, EV became independent of a global consulting business. This allowed us to focus on our mission: to democratise financial advice by building modular technology.

Advancing the science of financial clarity

Today, EV serves over 5 million users with our solutions, helping them secure their financial futures. Our signature calculation engine provides the robust and consistent calculations essential for accurate financial planning support. It's a mathematical genius on your side.

• The engine models global investment markets, economic indicators, and currencies.
• It estimates the probability of hundreds of scenarios at once, providing recommendations and explaining the reasoning behind the answers.

These capabilities transform forecasts into powerful technology for financial institutions, financial advisers, and consumers alike.

Building the multichannel future

EV is positioned as the future of the financial advice industry. We provide interconnected modular technology that enables a singular, efficient advice experience across digital, hybrid, and traditional channels.

• In 2015, we partnered with two major UK banks to launch digital advice for their ISA and GIA investments.
• In 2023, we partnered with AIB life, a major Irish bank, to deliver EVDigital for hybrid advice across protection, investment, and retirement.

Our technology provides the tech capabilities needed for today's hybrid-digital and tomorrow's multichannel market.

Empowering our partners

EV's impact extends to a wide range of financial institutions, with our solutions becoming integral to their operations. We’re committed to R&D and innovation to benefit our customers.

• Since 2012, we’ve been offering solutions to financial advisers, introducing Advisa Centa, a complete suite of tools.
• In 2022, we took another leap with EVPro.

EVPro provides advisers with the right tools to interact with clients more efficiently, saving time and enabling them to serve more clients through digital engagement processes. Its features, such as solvers, suggest solutions that allow advisers to clearly demonstrate the value of advice.

The ongoing commitment

As we progress, our focus is unwavering: to use our flexible, modular, and AI-supported technology to enhance consumer engagement and make personalised, compliant financial advice more accessible. We're driven by our mission that everyone deserves great financial advice. Our technology makes that possible.