Engaging solutions to help you plan the best financial outcomes for your clients.
Our forward-looking and customer-outcome focused financial planning solutions enable you to...
- Increase efficiency by integrating all client information, in one place
- Grow your business and profitability
- Spend more time with your clients
- Communicate consistent information, based on accurate underlying calculations
- Combine robust risk profiling and investment modelling
- Provide advice that is suitable and compliant, every time
Our Adviser products
EV Risk Profiler
A psychometric questionnaire that enables you to accurately establish your clients’ attitude to risk. Identify how comfortable your client is with the volatility of their investment journey and communicate investment risk in an easy to understand way. This includes using a risk scale, clear descriptions and helpfully flags the chance of being in neighbouring risk categories.
EV Investment Planner
Clearly show the potential risk/reward trade-off based on different investment scenarios that align with your client’s risk profile. Quickly compare various assets or investments, based on your client’s personal risk profile, investment amount, and time period. This Intuitive tool can also show the chance of successfully reaching your client’s target investment goal while taking into account tax and the investment term.
EV Retirement Planner
Help your clients easily understand their retirement pot’s potential size based on their pension and investment decisions. Their forecasted income or fund value is displayed at retirement, together with any state or DB pensions they hold. The tool lays out several outcomes reasonably, intuitively considering future lifestyle various possible future market movements. By including other pensions and investments, a genuinely holistic retirement plan can be created. Vitaly, the tool also displays the probability of reaching your client’s income target, given the investment and contributions level.
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.
Funds Risk Assessor
Supports your individual fund recommendations giving you a holistic view of your client’s portfolio. Be confident in the knowledge that the client’s assets are aligned to their chosen risk profile over their desired investment term.