Best time-saving digital financial planning software

Technology to make any financial advice permutation possible

What if no matter what their confidence level or money situation, your customers could access the financial advice they need?

We’ve created a modular advice experience that helps you to reduce the cost of advice by 60-80% and retain customers for a lifetime.

Offer your customers as much (or as little) human input as they want
Guide customers with AI and voice responsive avatars who respond to questions and perform “what if” calculations
Support traditional financial advice, an entirely digital alternative, or a new middle ground

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Make financial advice multichannel

Thinking about tomorrow’s advice market? We’ve got you.

EV’s modular technology gives you the capabilities you need for guidance and advice in today’s digital-hybrid market and tomorrow’s multichannel market:

Advanced adviser tools and self-service options.
Create consistent recommendations across all platforms from one data source
Get what you need off-the-shelf, custom build, or via API

Adopt the future of advice today, without the backlash tomorrow

Don’t just be digital, be trusted. Behind our modular technology is an asset model that has:

Successfully powered good advice outcomes for 10 years
Enabled firms to fulfil the FCA’s recommendations, such as the retirement income review, before competitor firms.
Considered capacity for loss and attitude to investment and income risk

Our model’s outputs are published every quarter, so you can see for yourself how well it performs.

Run 1,000 scenarios as simply as you can check today’s weather

Not every asset model accounts for the uncertainty and randomness of the economy. Ours does.

Our calculation engine estimates the probability of hundreds of scenarios at once, providing recommendations and explain the reasoning behind the answers for almost any customer question, such as:

What lifestyle can I get in retirement?
How much do I need to save to meet my financial goals?
How does investing compare to saving in cash?
What happens if I delay starting to save?

Tools for investment managers

Draw on the results of our risk profiling questionnaires, which covered 25% of the (UK) market in 2023. Or use our risk rating service used by over 50 investment managers, including HSBC, Legal & General Investment Management, and Vanguard.

£6 billion has been invested in funds driven by asset allocations from the EV calculation engine, and it has forecast investment returns with enviable accuracy since we launched it over 10 years ago.

Re-engineering the

financial advice

experience

One efficient experience across digital, hybrid and traditional models

The most accessible and robust guidance and advice engine on the market

Intuitive from the first customer touch point to the last

Technology to make any financial advice permutation possible

Make financial advice multichannel

Can you benefit?

Adopt the future of advice today, without the backlash tomorrow

Run 1,000 scenarios as simply as you can check today’s weather

Your options to get started

APIs

Off the shelf

Custom build

Tools for investment managers

Latest research and news

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