Find new and innovative ways to engage with your clients.

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Engaging clients online is an innovative way to stay connected during these changing times. It is a trend that's likely to remain as clients embrace the ease, accessibility and efficiency offered by online tools.

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.

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EV Digital Advice Framework

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.

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Looking for something different?

EV Bespoke solutions

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.

Book a meeting to talk to us about your requirements today.

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