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

Group 11001

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

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

Group 13126

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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Funds Risk Rating 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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Group 13935
Portfolio-Analyser

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.

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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