Portfolio Optimisation Comparison shows your customers an in-depth comparison of their current portfolio and an optimised portfolio.
You can show funds with a current and optimal allocation, and the results from changing the allocations. This includes an investment forecast over a chosen time period, detail into the portfolio risk rating and efficient frontier, as well as analysis of asset classes.
This widget is a neat way to show how changes in fund allocations can affect possible low, mid and high returns.
Inheritance Tax Forecaster shows your customers how financial planning can help reduce their potential inheritance tax liability.
You can show them their inheritable assets and tax reduction without planning, then go through and add methods like gifts, allowances and loan trusts to see what difference they make to the tax levels.
It’s an easy way to show your customers the importance of financial planning when it comes to the assets they want to pass on.
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“Data Protection Law” means the Data Protection Act 1998 until and including 24th May 2018, and with effect from 25th May 2018 the General Data Protection Regulation 2016 ((EU) 2016/679) and in each case any successor or delegated legislation and any national implementing laws, regulations and secondary legislation, as amended or updated from time to time, in the UK, including where applicable the guidance and codes of practice issued by the Information Commissioner, the Financial Conduct Authority, the Article 29 Working Party or relevant supervisory authority from time to time; and all applicable Law in any jurisdiction relating to the processing or protection of personal data and privacy, including where applicable, the guidance and codes of practice issued by the Information Commissioner, the Financial Conduct Authority, the Article 29 Working Party or relevant supervisory authority from time to time
We want you to feel secure when using the website and associated services. We are committed to respecting your privacy. This is an overview of the data we collect:
IP address and the website you came from.
Includes your first name, last name, email address and postcode.
Uses navigation data and personal information to enable us to tailor the services provided to you.
We may need to share personal information with trusted third parties to enable us to provide the service to you. We may also need to share your personal data with the Financial Conduct Authority, the Information Commissioner's Office or other relevant regulator in order to demonstrate that we are complying with our regulatory requirements and Data Protection Law relating to the secure processing of your personal data. Navigation data is also shared with trusted third parties to enable us to improve the service to you.
We analyse information to see what is most effective about our website and associated services to help us identify ways to improve it and to make it more effective. We may also use information for other purposes, which we would describe to you at the point when we collect the information.
When you use the EValue website, we use technology to collect information indirectly – such as your internet address. This is commonplace across all internet services to enable the investigation of issues such as malicious use. This information is then kept in our internet access logs.
We collect information directly from you in a number of ways. One way is by using cookies. Cookies are small files of information that save and retrieve information about your visit to our site, such as how you entered our site, how you navigated through the site and what information was of interest to you. This information is collected for a number of reasons, for example, to help develop the website and associated services.
We also collect information when you give it to us. It is completely up to you whether you provide it, but not providing information may affect our ability to provide services to you. We will use your personal data to answer your request, for example to answer your questions. In addition, personal data may be used for management information and research. We may disclose information to our group companies and service providers for these purposes.
Information gathered by us includes the user's IP address, the web page a tool is accessed from, and how many times it is accessed. In some cases, tracking is used to show user journeys through a tool. This information is the sole property of EValue and may be shared with trusted third parties for the purposes of improving our service to you. All EValue tools store the number of times a user has visited the tool. Some tools also store ‘state’ information so that when a user returns to a tool it is in the ‘state’ they left it.
We will hold your personal data, for as long as we are required to do so under applicable law.
We do not share your personal data with other organisations unless the law permits us to do so. We do not sell individuals' information. We will share it only with our authorised Data Processors (as defined under Data Protection Law), who must act at all times on our instructions as the Data Controller under the Data Protection Act 1998. We use a third party hosting provider, The Bunker Limited, in the UK to host our software and the personal data that is stored on the software.
You are entitled to know whether we hold information about you and, if we do, to have access to that information and require it to be corrected if it is inaccurate.
You can do this by contacting Data Protection Officer, EValue Limited, Benyon House, Newbury Business Park, London Road, Newbury RG14 2PZ.
We take appropriate steps to maintain the security of your data on our service. The open nature of the internet means that data may flow over networks without security measures and may be accessed and used by people other than those for whom the data is intended. Our intention is that this should not happen and we take measures to ensure that it does not. However, we cannot guarantee the security of any information transmitted via the internet and cannot be held responsible for any damages you, or others, may suffer as a result of the loss of confidentiality or such information.
When someone visits our website we collect standard internet log information and details of visitor behaviour patterns. We do this to find out things such as the number of visitors to the various parts of our website. We collect this information in a way which does not identify anyone.
We use Google Analytics to help analyse use of our website. This analytical tool uses ‘cookies’, which are text files placed on your computer, to collect standard internet log information and visitor behaviour information in an anonymous form. The information generated by the cookie about your use of the website (including your IP address) is transmitted to Google. This information is then used to evaluate visitors’ use of the website and to compile statistical reports on website activity.
We will not (and will not allow any third party) to use the statistical analytics tool to track or to collect any personally identifiable information of visitors to our site. We will not associate any data gathered from this site with any personally identifying information from any source as part of our use of the Google statistical analytics tool. Google will not associate your IP address with any other data held by Google. Neither we nor Google will link, or seek to link, an IP address with the identity of a computer user.
To opt out of being tracked by Google Analytics across all websites visit http://tools.google.com/dlpage/gaoptout.
Cookies are also used for social media interactions on our website. There may be times when you may wish to use social media in order to make other people who use social networking sites aware of various information which may be contained on our website. The information on these social media cookies help keep a track of what information you have shared out on your chosen social media site.
Our site contains videos which promote our products, these videos are hosted on YouTube. YouTube places cookies on your computer in order to analyse which videos have been viewed by yourselves.
If we do want to collect personally identifiable information through our website, we will be upfront about this. We will make it clear when we collect personal information and will explain what we intend to do with it.
If you have a query or complaint about our policy on cookies or about the site, please contact us.
This Acceptable Use Policy is incorporated by reference into the Customer's Agreement with EValue. It governs how the Customer (on its own behalf and on behalf of its group companies) and (where appropriate) the Customer User Community, sub-licensees, anyone accessing EValue's products or services with the Customer's permission, or as a result of the Customer assisting another person in an activity that would violate this AUP if performed by the Customer.
EValue Limited (“EValue”) is the UK's market leader in the provision of digital, personal finance advice products and services. These products combine expert actuarial knowledge, pioneering asset modelling and risk management. Primarily they are used in the UK by banks, product providers, advisers and employers (“Third Parties”) to enable them and their customers/employees to understand and make complex, individual, personal financial decisions.
EValue's software solutions cover all financial planning needs with versions for use by consumers and advisers. What's more, because all EValue's products are built on a single Planning & Advice Engine, all versions of our tools are entirely compatible, enabling both advisers and consumers to work together on financial plans.
EValue is committed to ensuring a high standard of ethical and environmental trade practices. The ethical and environmental code of conduct (“Code”) outlines EValue's approach on conducting business honestly and with integrity.
The Code defines a minimum standard of requirement for all Third Parties and its employees to respect and adhere to when conducting business with EValue. The Code aids the continued implementation of EValue's commitment to its responsibility to disseminate, educate and exercise diligence in verifying compliance with its Third Parties and its employees. If the Third Parties do not comply with the Code, EValue will take necessary steps to review the contract which may lead to termination. The Code sets forth EValue's expectations of its Third Parties and employees which is divided into four essential areas of business.
Economic sustainability within EValue is used to define strategies that promote the allocation and utilization of resources in the most efficient, fair and responsible way providing long term benefits for the company. This area focuses on attaining economic benefit for employees, communities and investors therefore:
Social sustainability focuses on EValue having an obligation to act ethically and with sensitivity towards social, cultural, economic and environmental issues for the benefit of its company employees and Third Parties. EValue is committed to improving human rights hence:
Technological sustainability focuses on EValue implementing sustainability with reuse and recycling, energy efficiencies, reduction in pollution, minimizing long term impact on the environment and providing adequate security levels against data loss hence:
Environmental sustainability focuses on EValue making responsible decisions that will reduce or eradicate the negative impact on the environment in which they operate hence: