EVPro

Financial planning made simple.

A complete, end-to-end financial planning solution that lets advisers assess, build, stress-test, review and solve client plans.

In today’s fast-paced world, the need for cutting-edge financial planning technology has never been more in demand. Staying ahead of your advisers’ ever-evolving advice needs to keep up with client demands is critical to the longevity of your advisory business.

Complex processes, arduous administration and static advised client bases are slowing the progress of your advisory business down. Your tech must keep up with your adviser’s needs and adapt when required.

It’s important to have adviser tools behind you that lighten the administrative burden. Enable streamlined processes, freeing up capacity and expanding your advice services, allowing for future growth.

EVPro delivers robust features such as client risk profiling, investment suitability analysis, cash flow planning, and stress tests. Your advisers will have everything at their fingertips to deliver seamless end-to-end financial planning that empowers game-changing financial advice.

Key Features

• Reduce the risk of misaligning your advice process
• Spend more time with clients and on the things you enjoy
• Demonstrate your true value
• Avoid fines, mitigate risk and feel confident in your advice process
• Increase client confidence with realistic future modelling
• Tailor to your individual client needs

If you have any questions, or need further help, email our support team on [email protected]