Easily identify which clients you need to talk with to keep their plans on track
Our forward-looking and customer-outcome focused financial planning solutions enable you to...
- Increase efficiency by integrating all client information, in one place
- Grow your business and profitability
- Spend more time with your clients
- Communicate consistent information, based on accurate underlying calculations
- Combine robust risk profiling and investment modelling
- Provide advice that is suitable and compliant, every time
Improve your customer experience, resulting in better client retention, and a growing client base due to your high-quality advice service.
EV Investment Planner
Clearly show the potential risk/reward trade-off based on different investment scenarios that align with your client’s risk profile. Quickly compare various assets or investments, based on your client’s personal risk profile, investment amount, and time period. This Intuitive tool can also show the chance of successfully reaching your client’s target investment goal while taking into account tax and the investment term.
EV Retirement Planner
Help your clients easily understand their retirement pot’s potential size based on their pension and investment decisions. Their forecasted income or fund value is displayed at retirement, together with any state or DB pensions they hold. The tool lays out several outcomes reasonably, intuitively considering future lifestyle various possible future market movements. By including other pensions and investments, a genuinely holistic retirement plan can be created. Vitaly, the tool also displays the probability of reaching your client’s income target, given the investment and contributions level.
EV Portfolio Analyser
Intuitively analyse your client’s existing assets, considering fees, fund performance, their personal risk profile, and taxation. Use this information to deliver an optimised portfolio consisting of new and existing investments. You can explain the risks of new and existing assets, and show the likelihood of future performance, taking full account of charges and tax.
EV 3 in 1 Retirement Options
Designed to allow your customers to quickly compare their retirement options side-by-side, including opportunities to compare drawdown, cash, and annuity outcomes that are simple to understand. Once they have selected a retirement option, they can go directly into Pension Freedoms Planner to look at the decision in greater detail.
EV Pension Freedom Planner
This easy to use and intuitive tool simplifies the complex, allowing consumers to explore their intricate retirement options in greater detail with little effort. The handy planning tool empowers users to analyse their current retirement situation, based on all of the assets and income they may have available during their retirement. It allows them to quickly alter their retirement options and explore “what if” scenarios to clearly show how changing any retirement plan element could improve their lifestyle in the future.
Looking for something different?
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.