Awards

EVPro solidified its position as a leading planning tool provider in the industry at the Schroders Platform Awards 2024, earning recognition as a runner up and highly commended provider. This award reflects our commitment to reimagining advisers’ workflows into masterpieces of efficiency. 

Our recognition stemmed from EVPro’s ability to seamlessly match fund recommendations with each client’s unique risk appetite, enabling advisers to craft tailored strategies that orchestrate the best financial outcomes. 

Driven by a deep understanding of our clients’ needs, we continually innovate and develop our products. EVPro is designed to be the perfect customisable solution that empowers advisers to create secure financial futures for their clients. 

EVDigital was recognised as one of the most innovative and user-friendly wealth management solutions, empowering people to make informed decisions about their financial future. The blend of digital and hybrid advice retains the human adviser element for complex client cases while empowering customers to self-serve for simple guidance needs. The solution ensures customers feel listened to and receive a personalised service.

EVDirect Quick Tools received praise for being among the most innovative and impactful technologies in the workplace. Through its diverse advantages, EVDirect Quick Tools effectively captures employees' attention and encourages their active engagement in better understanding of their retirement choices.

EVPro earned recognition as one of the most advanced solutions for client risk profiling in the financial adviser market for the second year. Distinguished for its comprehensive approach, the EVPro Risk tool employs an array of psychometric, behavioural, knowledge-based, and ESG questions to assess client risk profiles precisely. EVPro also enables advisers to seamlessly match suitable fund recommendations to the unique risk appetite of each client, showcasing EVPro as a cutting-edge solution for personalised and informed advisory services.

EVDirect Quick Tools was recognised as one of the most innovative and effective technologies within the workplace. By offering a broad range of benefits, EVDirect Quick Tools successfully gains employees’ awareness and participation to understand their retirement options better.

EV was recognised as one of the most widely trusted providers of fund research and ratings for advisers. The EV Risk Ratings Service delivers the best objective-based client outcomes with a consistent and robust approach to determining the level of fund risk. Accessed through our cutting-edge adviser solution, EVPro, advisers can seamlessly match suitable fund recommendations to the unique risk appetite of each client. 

EVPro earned recognition as the best risk-profiling solution in the financial adviser market. The EVPro Risk tool delivers comprehensive client risk profiling that enables advisers to reduce the risk of misaligning their advice process. Advisers can mitigate risk in their business, ensure the suitability of their advice recommendations and avoid regulatory sanctions. This award showcases EVPro as an innovative solution for personalised and risk-aligned advisory services.