Understand the best way to invest in your client’s portfolio to align with their individual risk profile and objectives

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Improving your client portfolio management’s efficiency can ensure your investment recommendations remain suitable.

EVPro

 

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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 Asset Allocation Research

Our interactive asset allocation research supports your in-house analysis with valuable, independent insights that empower your investment process.

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EV Risk Ratings Service

Quickly and accurately risk rate any portfolio or fund range. We do this by applying a consistent and robust approach to determining the fund’s risk compared to the asset allocation benchmarks from any standard risk profiling questionnaire or process.

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Looking for something different?

Bespoke solutions

Looking to 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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EV Multi-Asset Allocations

Our solutions support your end-to-end investment process by empowering your research teams with a range of quarterly reports, detailing the power of asset diversification and current macroeconomic factors.

This enriched data content is based on the underlying intellectual property of our strategic asset allocation modelling and can be fully customised around your needs, or directly replicate into your funds, optimising your multi-asset allocations.

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