EValue is the UK’s market leader in the provision of digital, personal finance advice products and services. These products combine expert actuarial knowledge, pioneering asset modelling and risk management. Primarily they are used in the UK by banks, product providers, advisers and employers to enable them and their customers/employees to understand and make complex, individual, personal financial decisions.
EValue’s software solutions cover all financial planning needs with versions for use by consumers and advisers. What’s more, because all EValue’s products are built on a single Planning & Advice Engine, all versions of our tools are entirely compatible, enabling both advisers and consumers to work together on financial plans.
Awards & Recognition
Our successful innovation spans over 20 years:
- First in the world to offer the power of stochastic modelling to customers
- Led the discussions with the FSA to permit stochastic forecasting for regulated investment products
- First to develop holistic retirement models taking account of all forms of wealth, including home equity release
- First to model income drawdown strategies for retirees (again holistically)
- Created unique portfolio-optimising technology that allows returns to be maximised for a desired level of risk
- Completing the work of US economist Fischer Black, the Insight asset model was the first to forecast accurately the new economic reality created by ultra-low interest rates
And we continue to innovate constantly for our clients and their customers.