Effortlessly create plans that match your clients’ risk profile to suitable risk-rated funds

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You understand your clients’ needs better than anyone. To help, we have created a suite of engaging tools and calculators, empowering you to effortlessly deliver life-changing financial plans.

We take a different approach to financial planning solutions, encompassing robust definitions of risk across everything we do, while seamlessly integrating with your existing technology.

 

 

The process of modelling assets stochastically can be complicated. But we make it simple with robust, compliant tools highlighting all the financial risks your clients face with a range of possible outcomes.

Feel safe knowing you have everything you need to manage your client engagements with tools offering speed, power and simplicity.

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What are you looking to achieve?

  • Reduce the amount if time taken to create new financial plans for clients.
  • Find new an innovative ways to engage with your clients. 
  • Quickly provide a financial health check to your clients, so they get the right advice service when they need it.
  • Show that your existing advice process is robust and complaint.
  • Easily identify which clients you need to talk with to keep their plans on track. 
  • Understand the best way to invest in your client's, so they get the right advice service when they need it. 
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EVPro

 

EVPro-1

Financial planning made simple.

A complete, end-to-end financial planning tool that lets you assess, build, stress-test, review and solve your clients' plans all within one easy-to-use solution.

Learn more

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EVDigital

Confidence you’re building on solid foundations.

Integrating digital advice into your advice process allows you to scale your business by serving clients who are currently uneconomic and improve the efficiency of delivering advice.

 

EVBuild

Build your own software solution

Access a collection of powerful calculations that provide the building blocks needed to bring your bespoke financial solution to life.

Take control of your user experience by creating unique solutions that access the powerful technology behind all of EV's off-the-shelf solutions.

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Awards

We are proud of the external recognition received from advisers and the industry

Best Risk Profiling Service for Advisers (2) (1)
WealthTech100-2022-Badge-Black

Latest Blogs

 

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