Quickly provide a financial health check to your clients, so they get the right advice service

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Finding new ways to understand your clients will increase your advice service’s value.




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 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.

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