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 suite that allows you to assess, build, stress-test, review and solve your clients’ financial plans within one easy-to-use solution.

Introducing EVPro end-to-end financial planning

Designed for use by adviser firms providing regulated financial advice on pensions and investments and adviser service providers - including platforms, nationals & networks - EVPro empowers you to create and manage suitable client financial plans based on a single definition of risk and underpinned by realistic modelling capabilities.

Gary Wheeler, Chief Commercial Officer at EV comments:

"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."


What are the benefits of EVPro?

Here are just some of the great benefits you can enjoy with our financial planning software for advisers:

  • 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
  • Increase client confidence with realistic future modelling
  • Tailor plans to your individual client’s needs

What does EVPro include?

EVPro comprises five integrated modules that, when combined, help you deliver a complete advice journey to your clients, including:


It’s packed with new features to elevate your advice game:

  • Instantly risk-rate any portfolio and match to your clients’ risk appetite
  • Best in breed, forward-looking cash flow planning made simple
  • Consistent end-to-end risk scoring for your entire advice process
  • Game-changing stress testing with over 12,000 real-world scenarios
  • One-click client portfolio and cash flow optimisation
  • Seamless back-office integration


Ann-Marie McElhinney, Head of Adviser Channel at EV, says:

“EVPro’s three core modules - Goal, Risk and Invest - provide within the one tool key adviser support across the whole advice journey. But when coupled with our new bolt-on modules - Solver and Review - EVPro takes advice journey support to another level. With the FCA Consumer Duty raising the prospect of a series of retrospective Financial Ombudsman rulings, EVPro Review empowers advisers to evidence that they have done everything in their means to ensure their clients are on track. And with EVPro Solver we’ve automated manual functionality to find solutions to clients’ financial planning issues with the click of a button.”

20 years in the making

The launch marks a culmination of more than 20 years of fintech experience delivering engaging financial planning tools to the adviser market. Building on existing tools and actively seeking user input feedback, we have come together to create EVPro.

Each modular tool in isolation has many benefits. However, we believe it’s when all five modules are used in combination EVPro delivers enhanced functionality not possible in any other solution on the market today.

Don't just take our word for it

James Newton, Financial Adviser at Yorkshire Wealth Management, was a member of the EV Adviser Academy, whose user-testing and feedback gave us valuable insights into the tool’s features and functionality, allowing us to develop a suite of tools that deliver what our target market is looking for from their chosen financial planning software.

Here's what James has to say

“EVPro benefits so many areas of my business - from compliance, investment committee, oversight to most importantly, the experience of our clients and advisers. The combination of asset allocations, efficient frontier and flame graphs provide a trio of outputs that are truly market-leading and technologically superior to any competitor I’ve seen. Crucially those three simple visual outputs provide a contracted aspiration setting out with our clients exactly what is expected of us and brings their financial plan to life.”

So what next?

Our EVPro software is designed to deliver consistency to your advice journey from start to finish, negating the need to integrate multiple third-party tools. 

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