Foundation Solution

The Foundation solution provides the best possible basis for a robo advice offering.

Leading-edge, robust and fully customisable, it allows users to create personalised suitability reports.

Valuable management information (MI) is also fed back in the process, helping with compliance modelling and the constant improvement of the consumer experience.

Additional Elements

With 20 years’ experience in the UK financial services sector, we can use our expertise to tailor your Robo Advice offering and maximise consumer engagement.

Taking our Foundation solution as a starting point, we can work with you to enhance the following key areas:

• Risk suitability assessment
• UI design
• Advice process
• Behavioural finance and gamification
• User testing
• Investment risk profiling

Additional Elements

Why EValue?

Flexible Delivery

Flexible Delivery

We work as part of your team. We can offer a white-labelled standard product, a configured standard product or a modular approach using APIs for a bespoke solution – whatever your needs.

POWERFUL MANAGEMENT INFORMATION (MI)

POWERFUL MANAGEMENT INFORMATION (MI)

Ongoing MI generated by user data not only helps to identify potential improvements in usability but also provides insights on your customers, market trends, performance benchmarks, and proposition development opportunities.

Full Integration

Full Integration

All of our solutions have been designed to be easy to integrate. Our modelling software operates across multiple channels to create a joined-up user experience.

Calculations powered by insight

Calculations powered by insight

Our market-leading Economic Scenario Generator (ESG), Insight, is at the core of all our solutions. Its forecasts are based on thousands of realistic future investment scenarios.