Manage the risk profile of your range of multi-asset funds
Demonstrate to your clients how the risk profiles of your funds map to their customer’s investment risk appetite.
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.