Awards
We’ve made remarkable progress in recent years and are proud of our achievements.
This page highlights some of the industry recognition our hard working team has had for driving significant leaps forward in financial planning technology.
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Finalist for Best Technology Provider
This nomination recognises our commitment to building a cohesive ecosystem for the financial planning industry. By integrating digital guidance, hybrid advice, and holistic planning through a single, robust calculation engine, we're helping firms eliminate data friction and deliver high-quality, compliant advice at scale. Whether it's saving advisers hundreds of hours monthly or driving a 492% increase in robust risk profiling, our goal remains the same - to power the future of advice.
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Finalist for Best Technology Provider
We're proud to be shortlisted for Best Technology Provider, a recognition of our unique, vertically-integrated ecosystem that powers guidance, hybrid, and traditional advice through a single engine. With a substantial increase in EVPro users over the last year, our technology is helping advisers save time and ensure compliance through robust stochastic modelling. This nomination also acknowledges our drive for innovation, from our reinvented retirement calculator to ‘Penny’, our AI-powered avatar.
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At retirement Solutions Provider of the Year
Shortlisted and recognised for our commitment to re-engineering the financial planning experience for this critical life stage. By combining our robust stochastic calculation engine with innovative tools like EVPro and our AI-driven avatar, Penny, we empower firms to deliver consistent, accurate outcomes across guidance and advice. This nomination highlighted the tangible value of our modular technology, demonstrated by an increase in the usage of our income risk questionnaire and the hundreds of hours advisers have saved through our automated stress-testing capabilities.
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Leading Innovation in Workplace Solutions
Our technology, in partnership with Mercer, was awarded runner-up for 'Leading Innovation in Workplace Solutions.' This innovative technology tackles low pension member engagement and powers the Mercer Money app modeller, which simplifies complex retirement planning, adds clarity, and greatly enhances the customer experience. The strong customer adoption of the app validates our expert approach to delivering accessible financial insights and guiding users to better outcomes.
Leading Innovation in Workplace Solutions
Our technology, in partnership with Mercer, is shortlisted for 'Leading Innovation in Workplace Solutions'. This innovative technology ingeniously tackles low pension member engagement to power the Mercer Money app modeller. It’s enabled Mercer to simplify complex retirement planning, add clarity and greatly enhance the customer experience. Strong customer adoption validates our expert approach to delivering accessible financial insights and guiding users to better outcomes.
Leading Independent Planning Tool Provider
EVPro is proud to be shortlisted for 'Leading Independent Planning Tool Provider'. Our sophisticated solution expertly transforms adviser financial planning by stress testing client plans and enabling precise assessment. EVPro’s pioneering stochastic modelling delivers unparalleled realism, with more than 1,000 scenarios tested in seconds. This smart technology boosts efficiency, guides clients to optimal outcomes with superior suitability and ensures compliance.
Leading Innovation Award
EV's groundbreaking multichannel financial planning solution is shortlisted for the 'Leading Innovation Award'. It’s a re-engineering of guidance and advice delivery that solves both inaccessibility and inconsistency. Our unified platform, with its robust engine and AI, streamlines guidance, digital hybrid and traditional advice. Multichannel empowers firms to offer scalable, affordable financial planning that ensures consistent, personalised experiences and better client outcomes.
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Adviser Technology Provider of the Year
Our innovative financial planning technology has been shortlisted. The EV modular system powers guidance, hybrid, and traditional advice with a consistent, robust engine, enabling efficient and intuitive client journeys. This end-to-end consistency across all advice models empowers both clients and firms, broadening access and improving financial outcomes through adaptable engagement.
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Financial Services Collaboration of the Year
EVDigital received acknowledgement as a cutting-edge and easily navigable wealth management solution, enabling individuals to make well-informed choices regarding their financial prospects. Integrating digital and hybrid advice maintains the human adviser aspect for intricate client situations while empowering clients to access basic guidance independently. This approach ensures that customers experience attentive service and receive personalised financial support.
Best Wealth Management Solution
EVDigital was recognised as one of the most innovative and user-friendly wealth management solutions, empowering people to make informed decisions about their financial future. The blend of digital and hybrid advice retains the human adviser element for complex client cases while empowering customers to self-serve for simple guidance needs. The solution ensures customers feel listened to and receive a personalised service.
Innovation Award - Technology
EVDirect Quick Tools received praise for being among the most innovative and impactful technologies in the workplace. Through its diverse advantages, EVDirect Quick Tools effectively captures employees' attention and encourages their active engagement in better understanding of their retirement choices.
Best Risk Profiling Service for Advisers
EVPro earned 'Highly Commended' recognition as one of the most advanced solutions for client risk profiling in the financial adviser market for the second year. Distinguished for its comprehensive approach, the EVPro Risk tool employs an array of psychometric, behavioural, knowledge-based, and ESG questions to assess client risk profiles precisely. EVPro also enables advisers to seamlessly match suitable fund recommendations to the unique risk appetite of each client, showcasing EVPro as a cutting-edge solution for personalised and informed advisory services.
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Leading innovation in workplace solutions
EVDirect Quick Tools was 'Runner Up' in this category and recognised as one of the most innovative and effective technologies within the workplace. By offering a broad range of benefits, EVDirect Quick Tools successfully gains employees’ awareness and participation to understand their retirement options better.
Best Rating/Research Service for Advisers
EV was shortlisted and recognised as one of the most widely trusted providers of fund research and ratings for advisers. The EV Risk Ratings Service delivers the best objective-based client outcomes with a consistent and robust approach to determining the level of fund risk. Accessed through our cutting-edge adviser solution, EVPro, advisers can seamlessly match suitable fund recommendations to the unique risk appetite of each client.
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Best Risk-Profiling Service for Advisers
EVPro won this category for best risk-profiling solution in the financial adviser market. The EVPro Risk tool delivers comprehensive client risk profiling that enables advisers to reduce the risk of misaligning their advice process. Advisers can mitigate risk in their business, ensure the suitability of their advice recommendations and avoid regulatory sanctions. This award showcases EVPro as an innovative solution for personalised and risk-aligned advisory services.