EV appoints Kevin Okell as new non-executive director
EV, a leading financial services technology provider, today announced the appointment of Kevin OkellEV enhances intelliflo integration to help advisers deliver smarter, more efficient advice
Financial services technology provider EV has strengthened the integration between its end-to-end...The tipping point: How technology is democratising financial advice
My opening speech at EV’s conference, WealthTech 2025: The Leaders Meet, centred on how we’re at an...EV elevates financial guidance with its upgraded EVDirect solution
Financial services technology provider EV today announced a significantupgrade to its digital...Why modularity matters in scalable advice platforms
As a CTO in the financial planning and advice space, you'relikely wrestling with a complex...Stop conflating volatility and risk in retirement financial advice
The FCA has said many firms are not taking account of risk factors beyond volatility – often...Financial advice in a more fragile UK: why we need to prepare
UK retirement advice may need to change before the market does again. Customers' needs and...EV enhances EVPro functionality to help advisers meet FCA sustainable income expectations
Financial services technology provider EV has enhanced the functionality within its EVProend-to-end...AI In Finance: Why Innovation Can't Wait for Regulation
The Current State of Financial Advice The UK's personal financial services market has long grappled...Press Release: EV adds inheritance tax functionality to EVPro financial planning tool
Financial services technology provider EV has added inheritance tax functionality to its end-to-end...3 ways to improve financial outcomes through consistent customer journeys
In this blog, we explore three ways of building consistent, easy to follow journeys that will help...Press Release: EV appoints Director of Systems Innovation to support evolution of EV’s multichannel financial planning and advice solutions
Financial services technology provider, EV, has appointed Sam Turner as Director of Systems...Press Release: EV risk rates BNY Investments' multi-asset funds to support advisers’ investment suitability risk assessments
Financial services technology provider EV has risk rated 12 of BNY Investments’ multi-asset funds...Press Release: EVPro integrates with financial adviser CRM Plannr
Financial services technology provider EV has integrated its end-to-end financial planning solution...Press Release: Lack of transparency around income risk ratings of popular drawdown investments is hindering adviser suitability assessments, finds EV
Analysis by leading financial software provider EV, finds that a lack of transparency around the...Press Release: EVPro expands income drawdown functionality to include Just Group’s Secure Lifetime Income
Financial services technology provider EV has expanded the functionality within its EVPro adviser...Press Release: Drawdown clients exposed to high-risk investments without their knowledge
Analysis by leading financial technology provider EV finds that just a quarter of multi-asset funds...Press Release: EV to power enhanced modelling capacity in Mercer Money pension and financial wellness app
Mercer has selected financial services technology provider EV to deliver DC pension forecasting...How to balance customers and product in financial services
This blog discusses how financial services can balance customer needs and products to achieve...Press Release: FCA’s report on retirement income advice a ‘wake-up call’ with potential for significant harm identified, warns EV
Following today’s FCA Thematic Review of Retirement Income Advice, Chet Velani, Managing Director,...Press Release: Half of British adults want help understanding how much to save for retirement, finds EV
Our latest research, in conjunction with Opinium, finds that half (49%) of British adults would...Are you maximising your profitability with a superior customer experience?
In the fast-paced world of consumer financial planning, delivering exceptional customer experiences...EV Insights 2024 - Innovating Financial Planning with Andrew Storey
Andrew Storey, Group Innovation Director at EV, shares his thoughts on anticipated industry...EV Insights 2024 - Talking Product Development with Ashley Staples
Ashley Staples, Product Director at EV, shares his views on everything related to technology and...EV Financial Planning Insights 2024 - With Chet Velani
Chet Velani, Managing Director at EV, discusses the focus of EV during 2024 and the challenges and...Consumer Duty: The vital role cashflow planning has to play
In this blog, we explore how cashflow planning tools can enhance the client-adviser relationship...Press Release: Wesleyan Financial Services selects EVPro to power its advice journey
Wesleyan Financial Services, which provides financial advice services tailored to medical, dental...How financial planning technology can improve consumer pension optimism
With the cost of living remaining a constant worry for many, it's no surprise that consumer...Who is going to make workplace pensions work better for members?
In this blog, Ashley Staples, EV’s Product Director, asks what can be done to improve the state of...EV launches innovative hybrid advice solution as part of long-term partnership with AIB life
UK financial planning software provider, EV, has launched the first phase of an innovative new...EV: The potential of digital and hybrid financial advice in bridging the gap
We recently held a roundtable with people from around the financial services industry to discuss...The Evolution of Digital Financial Advice Technology: From Robo-Advice to AI and Beyond
Discover the evolution of digital financial advice technology from robo-advice to AI and beyond. In...Making the Right Choice for Your Digital and Hybrid Advice Provider
In this blog, we discuss why EV is the right choice for your digital and hybrid advice provider at...Achieving your firm’s performance goals with EV’s hybrid financial advice model
In this article, we unpack the hybrid financial advice model, how it can help your firm achieve its...Buy or build a SaaS digital advisory service? How to know what’s right for you
In this article, we outline the key considerations when developing a digital advisory service,...Discover the One Forecast Method That Can Personalise Risk and Reward in Automated Financial Advice
In this article, we unpack what automated financial advice is and why you should adopt it, how you...How the Financial Advice Industry is Using Technology to Improve Client Financial Wellbeing
In this blog, we’ll take a deeper look into how the financial advice industry is turning to...Hybrid financial advice: The perfect blend of human and digital advice to provide valuable customer journeys
In this blog, we discuss what hybrid financial advice is, how hybrid advice can provide value for...EV: Workplace Engagement Key to Improving Outcomes in Retirement
Workplace engagement is crucial to improving financial outcomes for consumers, particularly around...Financial Advice: Can Going ‘Digital’ or ‘Hybrid’ Deliver Better Client Outcomes?
At first sight, this question reflects a tautology, as some folk speak of digital advice and hybrid...Digital Tools For Financial Advisers: 5 Lessons Firms Can Take From Challenger Banks
Over the past decade, challenger banks like Monzo, Tide and Starling have disrupted the UK's...How to Improve Client Experience in Financial Services with Digital Financial Advice Technology
Across the financial services industry, companies are facing several challenges, including the need...Why Digital Financial Inclusion Needs to be the Focus of Your Online Advisory Services
In this article, we discuss the advice gap, financial advice inclusion, how you can use fintech to...Case Study: A Marriage of More Than Convenience
In this blog, we explain how the deep relationship between Vanguard and EV delivers value to...Case Study: Increasing Market Opportunities and Enhancing Investor Engagement
Read our latest case study to discover how Waverton Investment Management partnered with EV's...Case Study: Transforming Adviser Recommendations and Client Satisfaction
Read our latest case study to discover how IBOSS, a reputable UK asset manager, partnered with EV's...How EV's Risk Rating Methodology Can Benefit Your Investment Solutions
Our previous blog talked about the advantages of risk rating your investment solutions. It's a...Why Risk Rating Your Investment Solutions Can Make You Stand Out From the Crowd
In this blog, we'll discuss the key benefits of risk rating your investment solutions and why they...4 Challenges Cash Flow Software Can Solve for Financial Planners
Do the challenges associated with cash flow make your financial planning processes more complex? In...EV: Fully embracing hybrid and digital advice is crucial to addressing the advice gap and for the future of advice
A new white paper from financial software provider EV highlights the importance of fully...5 Ways You Can Help Your Members Achieve Financial Wellness
Now more than ever, it's crucial to understand the importance of financial wellness for your...Unlocking the Mystery of Retirement Planning: Engage Consumers for Better Financial Understanding
Retirement planning can seem like a daunting and overwhelming task for many individuals. However,...Keep calm and do your (Consumer) Duty
In this blog, Andrew Storey, Group Innovation Director at EV, explains how EV can help adviser...Annuities - a choice for the future?
David McDonald, Propositions Manager for Guidance, discusses the latest EV research that shows...The Inside Storey: A tale of two stories
In his latest blog, Andrew Storey, Propositions Director at EV, discusses financial jargon and how...Press Release: EV enhances risk rating capabilities with automated links to nearly 250 model portfolios
Financial software provider EV has enhanced its EVPro adviser tool suite by providing automated...To drive adviser efficiency and control costs, we should embrace change, not resist it
This blog discusses why embracing technology to drive efficiencies in your adviser processes can...Real-world decumulation forecasting is more important than ever in the current environment
The market turmoil experienced over recent weeks, on top of the cost-of-living crisis and existing...The Inside Storey: Capacity for loss based on standard of living
In his latest blog, Andrew Storey, Propositions Director at EV, discusses the challenge of robustly...Be methodical about risk to help meet your Consumer Duty
As all parties involved in creating and distributing retail investments strive to get their...Income at risk: a new way of discussing drawdown with your clients
In this blog we introduce the concept of "Income at Risk" and how you can use it to ascertain...The mini-budget and EV forecasts
Collapsing gilt prices and shrinking sterling are signs of a big change in outlook. We will soon...Avoiding foreseeable harm will be model behaviour
Consumer Duty has arrived, and it's here to stay. Great minds in adviser land are now busy working...Smoothing the pathway to employee financial wellness
In the third of our blogs focusing on how EVDirect’s QuickTools provide a smooth pathway for...Live webinar: The alternative to a 60/40 portfolio
In today's turbulent economic climate, a well-diversified portfolio can make all the difference to...Why you should motivate your employees’ interest in their financial future
In the second of our blogs on how EVDirect’s QuickTools can be used to inspire your employees to...Keep things simple to quickly engage consumers with their personal finances
EVDirect is powering ahead in the drive to help pensions and workplace benefits providers inspire...How EV can help you act now on the FCA’s Consumer Duty
The clock is already ticking on FCA’s Consumer Duty. With less than a year to go until compliance...A model example of how to inspire financial wellness in the workplace
Our latest blog discusses EVDirect’s drive to help pensions and workplace benefits providers...Let’s get engaged on the road to financial wellness in the workplace
In the second of our blogs discussing EVDirect’s mission to assist pensions and workplace benefits...Income Drawdown: How to nail down your clients' capacity for loss
In this blog, we examine the different methods that can be used to identify your clients' capacity...What-if scenarios illuminate the journey to better financial wellness in the workplace
Providing employees with a benefits package that encompasses well-being is so commonplace that the...3 great reasons to join us at Empowering Advice Through Technology 2022
We are pleased to announce that on Thursday 26th May, we will be joining a number of industry...Why leveraging adviser technology can deliver better client outcomes
This blog discusses our recent findings on why technology can be leveraged to achieve better...Stochastic Modelling: Delivering real-life client outcomes to your cash flow planning
This blog examines the shortcomings of deterministic models and why a stochastic model can offer...EV listed in WealthTech100 for the fourth consecutive year
The prestigious WealthTech100 list recognises the world’s most innovative technology solution...The Inside Storey: Getting the right trade off for cash flow planning
In his latest blog, Andrew Storey, Propositions Director at EV, discusses the challenge of getting...Financial Education: it’s not just about words
Providing financial planning tools in the workplace has rapidly progressed over the last few years...Answering your customers' financial questions has never been so quick
We are thrilled to announce the development inception for a digital consumer guidance Quick Tools...Does your advice risk mapping demonstrate suitability for clients?
There’s no question that the advice profession has its work cut out to provide financial planning...FCA Consumer Duty: requires evidence, not just action
With Consumer Duty the talk of the town in 2022, all eyes in the adviser community are turning to...Financial Planning Compliance Checklist: Ensure Your Software Doesn’t Expose You to Risk
Are you confident that your financial planning software isn’t exposing your firm to unnecessary...What Not to Assume When Making Your Market Assumptions
Sound financial planning has moved away from a guessing game when viewing the future. Smart tools...How to Streamline Your Tech Stack With EV’s End-to-End Financial Planning Tools
Technology plays an important role in today’s financial planning, helping firms to increase...Stress testing: How to help eliminate your clients’ cash flow planning stress
Everyone with investments has some degree of stress about their future wealth. Let’s look at how –...How Adviser Firms Can Improve Their Compliance Risk Management Process
How confident are you in your adviser firm’s compliance capabilities? In this blog, we explore the...The Inside Storey: My quest for the ultimate automated advice
The first in our new blog series, Andrew Storey, Propositions Director at EV, discusses the...Improve Advice Consistency with EVPro's Financial Stress-Testing Software
This blog explores the importance of stress testing for consistent and suitable financial advice,...How EV’s Solutions Can Optimise Your Financial Planning Compliance?
This blog explores the unavoidable reality of financial planning compliance and how the right...EVPro: Game-changing holistic financial planning software for advisers
We are excited to announce the launch of EVPro, our complete, end-to-end financial planning tool...6 mistakes to avoid when building digital financial planning tools
This blog looks at 6 mistakes you should avoid when building financial planning tools that are...Choosing the Right Financial Adviser Tools for Your Firm
In this blog, we look at why financial adviser tools are necessary in the changing financial...Retirement Financial Planning: What will 2022 look like for guided consumer journeys?
In this blog, we reflect on 2021 and the challenges and market trends arising as we look forward to...Cash Flow Planning Software: Delivering Better Outcomes for Clients
In this blog, we explore the benefits of cash flow planning software and how modern tools are...3 Benefits of defining risk within your advice process
This blog looks at the benefits of defining risk for advisers and their clients and how you can...How Digital Transformation in Financial Services is Helping Firms Increase Operational Efficiency
In this article, we explore how digital transformation in Financial Services is helping adviser...Expanding the Horizon of Financial Wellness
This blog explores how supplementing consumer financial recommendations with forecasts can help...How to generate a lifetime of sustainable income for your clients
In our latest article, we discuss a new approach to delivering a sustainable level of income to...How to effectively communicate pension changes using digital solutions
This article highlights what your business should consider when communicating any changes in...⇧