UK fintech solution provider EV has rolled out financial planning software to help firms build, assess, review and solve their clients’ financial plans.
EVPro has been designed by advisers and will have three core modules – risk, invest and goal – which will look at attitude to risk, switching investments and portfolios, and cash flow planning.
There will be two bolt-on modules – review and solver – which will analyse a client’s financial plan and solve client problems.
Gary Wheeler, chief commercial officer at EV, said: “In EVPro, I’m absolutely thrilled to be launching what we and our clients believe to be a game-changing and complete suite of tools for financial advice.
“To meet the complex and evolving needs of the advice market, we have been working very closely with advisers to build and develop unique functionality within EVPro.
“We’re looking forward to continuing to support our clients with time-saving efficiencies as well as effective client communication and improved financial planning outcomes.”
