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EV EVPro

End-to-end UK financial planning software pairing risk profiling with cash-flow plans toward client life goals.

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Overview

EVPro, from EV (Financial Solutions), is an end-to-end financial planning solution for UK adviser firms. It combines client risk profiling and investment suitability with cash-flow planning to help advisers build and communicate plans aimed at clients' financial life goals.

Designed for firms providing regulated advice on pensions and investments, EVPro also serves adviser service providers such as platforms and networks, supporting stress testing and consistent planning at scale.

Key Features

+ Goal-based financial planning
+ Client risk profiling
+ Investment suitability analysis
+ Cash-flow planning and projections
+ Stress testing of plans
+ Built for regulated UK advice

Integrations

Open APIWealth platforms

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