Why work with us

We're at the leading edge of WealthTech 

Off the shelf

The world of financial planning is evolving fast

Success hinges on innovation and trust. We create cutting-edge, flexible technology to help you increase efficiency, engage more clients and scale your business with confidence. Partner with us to future-proof your firm and gain a competitive edge.

 
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Efficiency and scalability

EV solutions boost efficiency and enable seamless scalability. Our ongoing innovation and AI development are at the heart of these improvements, helping you adapt to increased demand without compromising performance.  

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A safe pair of hands

Partner with EV and you'll be collaborating with an established leader in the field. You’ll have a dedicated team committed to your long-term success, and you'll benefit from our deep industry knowledge and proven track record with enterprise clients.  

Our exceptionally strong delivery team is dedicated to flawless implementation, ongoing support, and ensuring you get maximum value from our solutions. 

You can trust in our experience and expertise because we
  • Have in-house advisers and actuaries
  • Understand how to apply the right processes and methodologies
  • Can ensure delivery of the best solution
  • Are ISO 27001 accredited
We also have our own, authorised Financial Advice subsidiary so we know what it takes to deliver efficient, compliant financial planning - and understand our partners’ challenges.

Engaging, personalised experiences

Attract and retain customers with seamless, consistent and personalised interactions across every touchpoint. Exceed expectations with: 

  • Engaging and easy-to-use solutions 
  • Deep personalisation capabilities 
  • Comprehensive multichannel coverage 
  • Unwavering consistency 
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Flexible technology

Technology should adapt to your business, not the other way around. EV's flexible solutions are: 

  • Highly configurable 
    Customise our solutions to perfectly align with your existing workflows, brand guidelines and business objectives. 
  • With modular architecture 
    You select and integrate the functionalities you need, when you need them. 
  • And easy to integrate 
    Designed with open APIs, our technology integrates effortlessly with your current systems, minimising disruption and maximising value. 

Peace of mind

In a complex world, reliability and security are non-negotiable. EV solutions provide: 

  • Robust, powerful underlying asset model 
    Our sophisticated asset model provides a solid foundation for all your operations, ensuring data integrity and powerful analytical capabilities. 
  • Reduced risk 
    Proven technology and rigorous processes minimise operational risks, protecting your business from costly disruptions. 
  • Ensured compliance 
    Stay ahead of regulatory requirements with built-in compliance features and a commitment to industry standards. 
  • Robust and dependable performance 
    Count on our solutions for unwavering stability and performance. 

Get in touch

Talk to us about what you’re building or the service you want to offer – and see how we can partner with you. Book time with one of our experts to discuss your requirements in depth.