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Introduction to our Investment Pathways solution

Author: Adam Robins
06 March, 2020

IP walkthrough blog

In this introductory video, David McDonald, Technical Product Consultant at EValue, introduces our Investment Pathways Solution. 

We developed the software in response to the Financial Conduct Authority’s (FCA) new COBs requirements outlined FCA’s PS19/21: Retirement Outcomes Policy Statement.

Our configurable software allows you to add your company’s branding to give your customer a consistent end-to-end experience. The tool integrates with your back-end system, meaning your customers can simply click on the Investment Pathways link and land in our solution, with all of their data pre-loaded with no login required.

To watch the full video, please click the below link;

 

 

 

So what next?

At EValue, we have a long history of modelling drawdown strategies and communicating risk and suitability. We are currently partnering with several clients to ensure they meet the looming deadline, so they can use this as an opportunity to add value during this critical decision point with their customers.  

Our independent off-the-shelf Investment Pathways solution can help you communicate the choices end consumers have to understand.

For more information on our investment pathways software, or if you have any questions around using our range of APIs to build your solution, please contact us at contact@ev.uk or follow the link to our investment pathways hub: https://www.ev.uk/investment-pathways