EVPro

EVPro is the game-changing, end-to-end financial planning tool that lets you assess, build, stress-test, review and solve your clients’ plans all within the one easy-to-use solution.

Key benefits

Here are just some of the great benefits you can enjoy with our financial planning software for advisers;

  • Reduce the risk of misaligning your advice process. Deliver consistent, repeatable advice, underpinned by the same risk descriptions, all in one place.
  • Spend more time with clients and on the things you enjoy. Enhanced configuration supports the efficiency of your advice process. Saving you time and resources.
  • Demonstrate your true value. Show the value of your advice with a user-friendly interface and engaging client experience, building trust and increasing client understanding.
  • Avoid fines, mitigate risk and feel confident in the advice you deliver. Prove the suitability of your advice with evidence that meets your regulatory requirements.
  • Increase client confidence with realistic future modelling. Help your client meet their financial objectives more of the time, using real-world forecasting methodology to build long-term client confidence.
  • Tailor to your individual client needs. Build a robust advice proposition and improve repeatability according to your client’s risk appetite and objective.

Our holistic financial planning software for advisers comprising of five integrated modules that, when combined, help you deliver a complete advice journey to your clients, including;

  • EVPro Risk
  • EVPro Invest
  • EVPro Goal
  • EVPro Solver
  • EVPro Review

With EVPro, your future financial planning journey starts here.