Whatever your challenge, we are here to help.
Modular technology for tomorrow's market
Get ready to embark on a journey towards financial empowerment with our cutting-edge range of financial services products. Whether you're a an independent Financial Adviser, Bank or Building society, Pension or platform provider, Asset manager or Employee benefit consultant we have the tools and resources to help you achieve your business goals. We offer a comprehensive suite of solutions designed to cater to your unique needs.
Check out our full suite of products below.
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Unlock the power of personalised financial planning
EVDigital offers financial institutions the perfect blend of digital and human advice, enabling them to support clients towards their desired lifestyle with financial security. Unlike other solutions, it allows them to personalise their client journeys with engaging digital advice that seamlessly integrates with additional guidance and adviser-led tools.
They can create tailored financial advice covering all stages, from initial fact find to investment, retirement planning, and protection advice. Meeting the evolving client needs while ensuring profitability and success.
Financial Planning made simple
EVPro is a complete, end-to-end financial planning solution for advisers and paraplanners that risk profiles, builds cash flow plans, performs stress tests, reviews, and solves client problems.
Better understand your proposition
EV Risk ratings enable asset managers and Discretionary Fund Managers (DFMs) to position their investment products appropriately based on the level of risks in each fund. The EV Risk ratings will map any fund to the different EV risk benchmarks. This is done by using the strategic asset allocation of the fund and comparing the risk of this against the chosen benchmark. This information allows advisers to match funds with their clients’ risk profiles based on either income or growth investment objectives.
Supporting better consumer decisions
EVDirect provides businesses with a range of engaging and educational
digital financial guidance tools that helps users to easily understand their
investment and retirement options, so they can make better informed
financial decisions around seeking financial advice.
Refer to the table at the end of this document for more information on each of the EVDirect tools.
Financial calculations your customers can access anytime, anywhere
EVBuild APIs offer a range of digital financial planning tools that can be integrated into any service. Customers can access powerful calculations that provide the building blocks needed to bring their bespoke financial solution to life. In doing so, they can control the user experience by creating unique solutions. Our APIs are scalable and secure, providing easy, instant access.
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Performance by design
Our investment solutions support your end-to-end investment process by empowering your investment teams with a range of dynamic strategic asset allocations for growth and income objectives, quarterly capital market assumptions, independent asset allocation research, and a breadth of objective-based risk ratings that ensure your funds and portfolios remain in position to perform no matter the market conditions.
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