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Drawdown: The Mirror Image of Accumulation
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EV appoints Kevin Okell as new non-executive director
EV News
Hybrid Advice
Press Release
EV enhances intelliflo integration to help advisers deliver smarter, more efficient advice
EV News
Hybrid Advice
Press Release
The tipping point: How technology is democratising financial advice
Financial Wellness
Digital Transformation
Customer Journey
EV elevates financial guidance with its upgraded EVDirect solution
EV News
Hybrid Advice
Press Release
Why modularity matters in scalable advice platforms
Digital Transformation
Stop conflating volatility and risk in retirement financial advice
Retirement Planning
Platform Provider
Pension Provider
Employee Benefit Consultant
Drawdown
Financial advice in a more fragile UK: why we need to prepare
Retirement Planning
Platform Provider
Cashflow
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EV enhances EVPro functionality to help advisers meet FCA sustainable income expectations
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Press Release
EVPro
AI In Finance: Why Innovation Can't Wait for Regulation
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Platform Provider
Pension Provider
Employee Benefit Consultant
Drawdown
Press Release: EV adds inheritance tax functionality to EVPro financial planning tool
EV News
Press Release
EVPro
3 ways to improve financial outcomes through consistent customer journeys
Engagement
Pension Provider
Employee Benefit Consultant
Press Release: EV appoints Director of Systems Innovation to support evolution of EV’s multichannel financial planning and advice solutions
EV News
Press Release
EVPro
Press Release: EV risk rates BNY Investments' multi-asset funds to support advisers’ investment suitability risk assessments
EV News
Press Release
EVPro
Press Release: EVPro integrates with financial adviser CRM Plannr
EV News
Press Release
EVPro
Press Release: Lack of transparency around income risk ratings of popular drawdown investments is hindering adviser suitability assessments, finds EV
EV News
Press Release
EVPro
Press Release: EVPro expands income drawdown functionality to include Just Group’s Secure Lifetime Income
EV News
Press Release
EVPro
Press Release: Drawdown clients exposed to high-risk investments without their knowledge
EV News
Press Release
EVPro
Press Release: EV to power enhanced modelling capacity in Mercer Money pension and financial wellness app
EV News
Press Release
EVPro
How to balance customers and product in financial services
Customer Journey
Pension Provider
Employee Benefit Consultant
APIs
Press Release: FCA’s report on retirement income advice a ‘wake-up call’ with potential for significant harm identified, warns EV
Regulation
EV News
Press Release
Retirement Income
Press Release: Half of British adults want help understanding how much to save for retirement, finds EV
EV News
Press Release
APIs
Research
Are you maximising your profitability with a superior customer experience?
Customer Journey
APIs
EV Insights 2024 - Innovating Financial Planning with Andrew Storey
EV News
Outlook
EV Insights 2024 - Talking Product Development with Ashley Staples
EV News
Outlook
EV Financial Planning Insights 2024 - With Chet Velani
EV News
Outlook
Consumer Duty: The vital role cashflow planning has to play
Cashflow
Consumer Duty
Press Release: Wesleyan Financial Services selects EVPro to power its advice journey
EV News
Press Release
EVPro
How financial planning technology can improve consumer pension optimism
Engagement
Pension Provider
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Who is going to make workplace pensions work better for members?
Retirement Planning
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EV launches innovative hybrid advice solution as part of long-term partnership with AIB life
Digital Transformation
EV News
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EV: The potential of digital and hybrid financial advice in bridging the gap
Digital Transformation
Platform Provider
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Hybrid Advice
The Evolution of Digital Financial Advice Technology: From Robo-Advice to AI and Beyond
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Making the Right Choice for Your Digital and Hybrid Advice Provider
Risk and Reward
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Achieving your firm’s performance goals with EV’s hybrid financial advice model
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Hybrid Advice
Buy or build a SaaS digital advisory service? How to know what’s right for you
Engagement
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DFM
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Discover the One Forecast Method That Can Personalise Risk and Reward in Automated Financial Advice
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How the Financial Advice Industry is Using Technology to Improve Client Financial Wellbeing
Risk and Reward
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Hybrid financial advice: The perfect blend of human and digital advice to provide valuable customer journeys
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EV: Workplace Engagement Key to Improving Outcomes in Retirement
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Financial Advice: Can Going ‘Digital’ or ‘Hybrid’ Deliver Better Client Outcomes?
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Case Study: Increasing Market Opportunities and Enhancing Investor Engagement
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Case Study: Transforming Adviser Recommendations and Client Satisfaction
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The Inside Storey: A tale of two stories
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DFM
EV listed in WealthTech100 for the fourth consecutive year
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DFM
EV News
The Inside Storey: Getting the right trade off for cash flow planning
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FCA
Financial Planning Compliance Checklist: Ensure Your Software Doesn’t Expose You to Risk
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Platform Provider
How to Streamline Your Tech Stack With EV’s End-to-End Financial Planning Tools
Financial Advice
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Platform Provider
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Risk and Reward
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Platform Provider
Improve Advice Consistency with EVPro's Financial Stress-Testing Software
Financial Advice
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How EV’s Solutions Can Optimise Your Financial Planning Compliance?
Financial Advice
Platform Provider
EVPro: Game-changing holistic financial planning software for advisers
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EV News
6 mistakes to avoid when building digital financial planning tools
Pension Provider
Employee Benefit Consultant
Choosing the Right Financial Adviser Tools for Your Firm
Retirement Financial Planning: What will 2022 look like for guided consumer journeys?
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Pension Provider
Employee Benefit Consultant
Cash Flow Planning Software: Delivering Better Outcomes for Clients
Cashflow
3 Benefits of defining risk within your advice process
Financial Advice
How Digital Transformation in Financial Services is Helping Firms Increase Operational Efficiency
Platform Provider
Expanding the Horizon of Financial Wellness
Pension Provider
Employee Benefit Consultant
How to generate a lifetime of sustainable income for your clients
Income Drawdown
Platform Provider
How to effectively communicate pension changes using digital solutions
Pension Provider
Employee Benefit Consultant
Avoiding risk misalignment in client portfolios
Platform Provider
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