Attract, delight and retain advisers and consumers to use your platform

Group 11001

Grow funds on your platform by building customer trust and confidence.

EVPro

 

EVPro-1

Financial planning made simple.

A complete, end-to-end financial planning tool that lets you assess, build, stress-test, review and solve your clients' plans all within one easy-to-use solution.

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Group 13935

EV Fund Risk Rating service

Quickly and accurately risk rate any portfolio or fund range. We do this by applying a consistent and robust approach to determining the fund’s risk compared to the asset allocation benchmarks from any standard risk profiling questionnaire or process.

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EVDirect_dark BG

 

Asset 1

Supporting better consumer decisions

Increase consumer understanding of investment and retirement options with a holistic suite of digital guidance solutions.

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Group 11468-2

EV Digital Advice Framework

Confidence you’re building on solid foundations.

Our market-ready Digital Advice Framework and range of fully integrated adviser tools, provide you with the foundations needed to deliver a simplified digital advice proposition to your organisation.

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EV Multi-Asset Allocations

Our solutions support your end-to-end investment process by empowering your research teams with a range of quarterly reports, detailing the power of asset diversification and current macroeconomic factors.

This enriched data content is based on the underlying intellectual property of our strategic asset allocation modelling and can be fully customised around your needs, or directly replicate into your funds, optimising your multi-asset allocations.

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Group 13126

EV Bespoke solutions

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.

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