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Manage the risk profile of your range of multi-asset funds

Group 11001

Demonstrate to your clients how the risk profiles of your funds map to their customer’s investment risk appetite.

EV Fund 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.

Click here for Risk Ratings

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.

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 our off-the-shelf solutions.

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

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