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Have your say, Join the EV Adviser Innovation Community today

When it comes to innovation, the best kind comes from a community environment that allows individuals to connect and exchange ideas.

With that in mind, we are on the lookout for a group of financial advisers, wealth managers, paraplanners, and adviser network providers to join our exclusive EV Adviser Innovation Community.

What is it?

The EV Adviser Innovation Community is a collaborative initiative that;  

  • Gives you access to future EV software releases before the broader market
  • Brings you the latest insights into the advice and guidance markets
  • Delivers educational content, including thought leadership and video updates
  • Allows you to provide feedback to influence future updates of our end to end financial planning solution, EVPro 
  • Invites you to participate in webinars and other community events.

What can I expect?

Watch the video below to preview an example of the content you can expect to see in the coming months;


Why should I join?

There are many benefits to joining the EV Adviser Innovation Community, including;

  • Gaining a better understanding of what your customers want and need
  • Improving your customer engagement
  • Helping deliver better financial advice to your customers
  • Access to the latest market research.

Our goal is to empower your adviser business with engaging technology that delivers life-changing financial plans to your clients.

Click here now to join the EV Adviser Innovation Community.


So, what next?

In addition to the EV Adviser Innovation Community, we are offering free introductory access to our ESG enabled Income Risk Profiler until Autumn 2021. 

This standalone income risk profiling tool is matched to 5, 7, and 10 risk profiles, and is only available directly. 

To sign up for the ESG enabled Income Risk Profiler, please visit the EV Adviser Portal.

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