EV 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 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 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 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 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 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 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 hereEV Investment Solutions: When the going gets tough, the tough get going
EV Investment Solutions are grounded in robust and academically-tested investment beliefs that... Read the article hereHow Technology Can Help Protect Your Most Vulnerable Customers in Financial Services
Now more than ever, vulnerability is a topic that all companies should be aware of, not just those... Read the article here⇧