Revolutionising Financial Advice
Enhance efficiency, maximise productivity, deliver seamless interactions.
Download our guide and get a full overview of what EVPro can do
- Effortlessly determine the client's risk profile, ensuring investment recommendations align with their personalised objectives and risk appetite.
- Build comprehensive cashflow plans with easy-to-follow charts and visuals for clearer communication.
- Conduct stress tests on the client’s plans, preparing them for unforeseen events and dynamic market conditions.
- Maintain ongoing alignment with the client’s financial goals, risk tolerance, and life situation through regular plan reviews.
- Seamlessly integrate with back-office systems and data feeds for a streamlined advisory process.
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Submit the form below and download your EVPro Overview
Discover the benefits of EVPro
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Reduce the risk of misaligning your advice process
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Spend more time with clients and on the things you enjoy
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Demonstrate your true value
- Avoid fines, mitigate risk and feel confident in your advice process
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Increase client confidence with realistic future modelling
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Tailor to your individual client needs
In today’s fast-paced world, the need for disruptive financial planning technology has never been more in demand. Staying ahead of your advisers' ever-evolving advice needs, is critical to the longevity of your advisory business.
Complex processes, arduous administration and static advised client bases, are slowing the progress of your advisory business down. Your tech must be able to keep up with your adviser needs and adapt and scale when required.
It is important to have adviser tools behind you that lighten the administrative burden. Enable streamlined processes, freeing up capacity and expanding your advice services, allowing for future growth.
Dedicate more energy into attracting, retaining, and helping a broader and more diverse client base - personalised to your advice firms’ unique business values.
Advisers are trusted to guide their clients towards a better financial future. Trust us in delivering the adviser tools that enable them to do that.
Launched in 2021, EVPro became part of a financial planning journey that spans more than two decades of adviser tech expertise, understanding and innovation. We’re committed to providing the adviser community with the best tools to change the way in which financial planning is delivered.
We revolutionise the way advisers serve their clients. We help advisory businesses efficiently save time and enhance their digital engagement. Our intuitive end-to-end solution helps advisers explain the suitability of their advice recommendations and increase client confidence and loyalty to the brand.
Who does EVPro support?
We have designed the tool to support a range of different users.
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Wealth Managers
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Financial Advisers & Paraplanners
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Large advice firms
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IFA Networks & Nationals
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Platforms
Don't just take our word for it.
"Our clients trust us to deliver the best service and solutions to meet their individual needs. EVPro helps ensure that the investments we recommend match the client’s attitude to risk. The new MPS functionality will significantly reduce the time spent importing and updating the model portfolios we use, and more importantly allow us to risk rate blended solutions.”
Roger Clark – IFA Heritage Investments
Who do we integrate with?
We have a road map of further integrations for established adviser back-office systems. While we work on this, you can trial EVPro for yourself by booking your demo today.
FAQs
Yes. With EVPro, you can determine your clients’ risk appetite by using the UK’s most popular Attitude to Risk Questionnaire (ATRQ), covering both growth and income objectives and ESG preferences. Once understood, you can seamlessly match your clients to suitable investment solutions that match their desired level of risk.
Yes. With EVPro, you can easily build robust cash flow plans that cover stages of life. The tool enables you to confidently communicate client outcomes with easy-to-follow charts and visuals, giving your clients a better understanding of their future finances.
Yes. Using the EVPro’s suite of intuitive stress tests, you can prepare your clients for life’s unexpected events and solve their problems more efficiently, all with a click of a button.
Yes. EVPro provides a consistent view across your entire client base and identifies which client plans are at risk of going off-track. Facilitating the perfect alignment of financial goals, risk tolerance, and life events through regular plan reviews.
Yes. EVPro seamlessly integrates with a growing selection of back-office systems and data feeds. These integrations eliminate the need for rekeying data, saving time and making your advice process more efficient.