Fintegrate extends EV partnership following five years of integrated risk mapping
Fintegrate has extended its partnership with EV, continuing a long-term relationship that... Read the article hereEV appoints Chet Velani as Chief Executive Officer
EV, the financial planning and customer engagement technology provider, has announced the... Read the article hereCase Study: Transforming retirement engagement
Read our latest case study to discover how Mercer transformed their retirement engagement and... Read the article hereEV calls for data-driven two-step approach to FCA’s Targeted Support
Following the close of the Financial Conduct Authority (FCA) consultation period on Targeted... Read the article hereEV appoints Kevin Okell as new non-executive director
EV, a leading financial services technology provider, today announced the appointment of Kevin Okell Read the article hereEV enhances intelliflo integration helping advisers deliver advice
Financial services technology provider EV has strengthened the integration between its end-to-end... Read the article hereThe 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... Read the article hereEV elevates financial guidance with its upgraded EVDirect solution
Financial services technology provider EV today announced a significantupgrade to its digital... Read the article hereWhy modularity matters in scalable advice platforms
As a CTO in the financial planning and advice space, you'relikely wrestling with a complex... Read the article hereStop conflating volatility and risk in retirement financial advice
The FCA has said many firms are not taking account of risk factors beyond volatility – often... Read the article hereFinancial 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... Read the article hereEV enhances EVPro functionality
Financial services technology provider EV has enhanced the functionality within its EVProend-to-end... Read the article hereCase Study: Re-engineering financial advice
Read our latest case study to discover how AIB life re-engineered financial advice using EV's... Read the article hereAI 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... Read the article herePress Release: EV adds inheritance tax functionality to EVPro
Financial services technology provider EV has added inheritance tax functionality to its end-to-end... Read the article here3 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... Read the article herePress Release: EV appoints Director of Systems Innovation
Financial services technology provider, EV, has appointed Sam Turner as Director of Systems... Read the article herePress Release: EV risk rates BNY Investments' multi-asset funds
Financial services technology provider EV has risk rated 12 of BNY Investments’ multi-asset funds... Read the article herePress Release: EVPro integrates with financial adviser CRM Plannr
Financial services technology provider EV has integrated its end-to-end financial planning solution... Read the article hereLack of transparency around income risk ratings hindering assessments
Analysis by leading financial software provider EV, finds that a lack of transparency around the... Read the article herePress Release: EVPro to include Just Group’s Secure Lifetime Income
Financial services technology provider EV has expanded the functionality within its EVPro adviser... Read the article herePress Release: Drawdown clients exposed to high-risk investments
Analysis by leading financial technology provider EV finds that just a quarter of multi-asset funds... Read the article herePress Release: EV to power enhanced capacity in Mercer Money app
Mercer has selected financial services technology provider EV to deliver DC pension forecasting... Read the article hereHow to balance customers and product in financial services
This blog discusses how financial services can balance customer needs and products to achieve... Read the article herePress Release: FCA’s report on retirement income advice a wake-up call
Following today’s FCA Thematic Review of Retirement Income Advice, Chet Velani, Managing Director,... Read the article herePress 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... Read the article hereAre you maximising your profitability with a superior customer experience?
In the fast-paced world of consumer financial planning, delivering exceptional customer experiences... Read the article hereEV Insights 2024 - Talking Product Development with Ashley Staples
Ashley Staples, Product Director at EV, shares his views on everything related to technology and... Read the article hereConsumer Duty: The vital role cashflow planning has to play
In this blog, we explore how cashflow planning tools can enhance the client-adviser relationship... Read the article herePress Release: Wesleyan Financial Services selects EVPro
Wesleyan Financial Services, which provides financial advice services tailored to medical, dental... Read the article hereHow 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... Read the article hereWho 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... Read the article hereEV launches hybrid advice solution for long-term partnership, AIB life
UK financial planning software provider, EV, has launched the first phase of an innovative new... Read the article hereThe potential of digital & hybrid financial advice in bridging the gap
We recently held a roundtable with people from around the financial services industry to discuss... Read the article hereThe Evolution of Digital Financial Advice Technology
Discover the evolution of digital financial advice technology from robo-advice to AI and beyond. In... Read the article hereMaking 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... Read the article hereAchieving your firm’s performance goals with EV’s hybrid advice model
In this article, we unpack the hybrid financial advice model, how it can help your firm achieve its... Read the article hereBuy 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,... Read the article herePersonalise Risk & Reward in Automated Financial Advice
In this article, we unpack what automated financial advice is and why you should adopt it, how you... Read the article hereHow 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... Read the article hereHybrid financial advice: The perfect blend of human and digital advice
In this blog, we discuss what hybrid financial advice is, how hybrid advice can provide value for... Read the article hereEV: Workplace Engagement Key to Improving Outcomes in Retirement
Workplace engagement is crucial to improving financial outcomes for consumers, particularly around... Read the article hereCan 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... Read the article hereDigital 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... Read the article hereHow 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... Read the article hereWhy 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... Read the article hereCase Study: A Marriage of More Than Convenience
In this blog, we explain how the deep relationship between Vanguard and EV delivers value to... Read the article hereCase Study: Increasing Market Opportunities and Enhancing Engagement
Read our latest case study to discover how Waverton Investment Management partnered with EV's... Read the article hereCase 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... Read the article hereHow 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... Read the article hereWhy Risk Rating Your Investment Solutions Can Make You Stand Out
In this blog, we'll discuss the key benefits of risk rating your investment solutions and why they... Read the article here4 Challenges Cash Flow Software Can Solve for Financial Planners
Do the challenges associated with cash flow make your financial planning processes more complex? In... Read the article hereEmbracing hybrid-digital advice is crucial for the future of advice
A new white paper from financial software provider EV highlights the importance of fully... Read the article here5 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... Read the article hereUnlocking the Mystery of Retirement Planning
Retirement planning can seem like a daunting and overwhelming task for many individuals. However,... Read the article hereKeep calm and do your (Consumer) Duty
In this blog, Andrew Storey, Group Innovation Director at EV, explains how EV can help adviser... Read the article hereAnnuities - a choice for the future?
David McDonald, Propositions Manager for Guidance, discusses the latest EV research that shows... Read the article hereThe Inside Storey: A tale of two stories
In his latest blog, Andrew Storey, Propositions Director at EV, discusses financial jargon and how... Read the article herePress Release: EV enhances risk rating capabilities
Financial software provider EV has enhanced its EVPro adviser tool suite by providing automated... Read the article hereTo drive adviser efficiency and control costs we should embrace change
This blog discusses why embracing technology to drive efficiencies in your adviser processes can... Read the article hereReal-world decumulation forecasting is more important than ever
The market turmoil experienced over recent weeks, on top of the cost-of-living crisis and existing... Read the article hereThe 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... Read the article hereIncome 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... Read the article hereAvoiding 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... Read the article hereSmoothing the pathway to employee financial wellness
In the third of our blogs focusing on how EVDirect’s QuickTools provide a smooth pathway for... Read the article hereWhy 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... Read the article hereKeep 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... Read the article hereHow 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... Read the article hereA 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... Read the article hereLet’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... Read the article hereIncome 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... Read the article hereWhat-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... Read the article hereWhy leveraging adviser technology can deliver better client outcomes
This blog discusses our recent findings on why technology can be leveraged to achieve better... Read the article hereStochastic Modelling: Delivering real-life client outcomes
This blog examines the shortcomings of deterministic models and why a stochastic model can offer... Read the article hereEV listed in WealthTech100 for the fourth consecutive year
The prestigious WealthTech100 list recognises the world’s most innovative technology solution... Read the article hereThe 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... Read the article hereFinancial Education: it’s not just about words
Providing financial planning tools in the workplace has rapidly progressed over the last few years... Read the article hereAnswering your customers' financial questions has never been so quick
We are thrilled to announce the development inception for a digital consumer guidance Quick Tools... Read the article hereDoes 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... Read the article hereFCA 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... Read the article hereFinancial Planning: Ensure Your Software Doesn’t Expose You to Risk
Are you confident that your financial planning software isn’t exposing your firm to unnecessary... Read the article hereWhat Not to Assume When Making Your Market Assumptions
Sound financial planning has moved away from a guessing game when viewing the future. Smart tools... Read the article hereStreamline Your Tech Stack With Our End-to-End Financial Planning
Technology plays an important role in today’s financial planning, helping firms to increase... Read the article hereStress testing: How to help your clients’ cash flow planning stress
Everyone with investments has some degree of stress about their future wealth. Let’s look at how –... Read the article hereHow 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... Read the article hereThe Inside Storey: My quest for the ultimate automated advice
The first in our new blog series, Andrew Storey, Propositions Director at EV, discusses the... Read the article hereImprove Advice Consistency with EVPro's Financial Stress-Testing Software
This blog explores the importance of stress testing for consistent and suitable financial advice,... Read the article hereHow EV’s Solutions Can Optimise Your Financial Planning Compliance?
This blog explores the unavoidable reality of financial planning compliance and how the right... Read the article hereEVPro: 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... Read the article here6 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... Read the article hereChoosing the Right Financial Adviser Tools for Your Firm
In this blog, we look at why financial adviser tools are necessary in the changing financial... Read the article hereCash 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... Read the article here3 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... Read the article hereHow Digital Transformation is Helping Firms Increase Efficiency
In this article, we explore how digital transformation in Financial Services is helping adviser... Read the article hereExpanding the Horizon of Financial Wellness
This blog explores how supplementing consumer financial recommendations with forecasts can help... Read the article hereHow 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... Read the article hereHow to effectively communicate pension changes using digital solutions
This article highlights what your business should consider when communicating any changes in... Read the article hereAvoiding risk misalignment in client portfolios
Ensuring investment recommendations align with a client’s risk appetite is essential for any sound... Read the article hereWhy cashflow modelling remains essential to better client outcomes
In this blog, we address the criticisms of cashflow modelling and outlines why we believe it... Read the article here⇧