Provide a better platform experience for your customers
Enhance your platform’s appeal by providing cost-effective digital advice to advisers and consumers.
EV Fund 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.
EV Portfolio Analyser
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.
EV Pension Freedom Planner
This easy to use and intuitive tool simplifies the complex, allowing consumers to explore their intricate retirement options in greater detail with little effort. The handy planning tool empowers users to analyse their current retirement situation, based on all of the assets and income they may have available during their retirement. It allows them to quickly alter their retirement options and explore “what if” scenarios to clearly show how changing any retirement plan element could improve their lifestyle in the future.
Build your own software solution
Access a collection of powerful calculations that provide the building blocks needed to bring your bespoke financial solution to life.
Take control of your user experience by creating unique solutions that access the powerful technology behind all of EV's off-the-shelf solutions.
Book a meeting to talk to us about your requirements today.