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One efficient experience across digital, hybrid and traditional models
The most accessible and robust guidance and advice engine on the market
Intuitive from the first customer touch point to the last
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Create the future of wealth management with us
What if no matter what their confidence level or money situation, your customers could access the financial advice they need?
We’ve created a modular advice experience that helps you to reduce the cost of advice by 60-80% and retain customers for a lifetime.
Thinking about tomorrow’s advice market? We’ve got you.
EV’s modular technology gives you the capabilities you need for guidance and advice in today’s digital-hybrid market and tomorrow’s multichannel market:
EV enables you to offer tomorrow’s financial advice and guidance experience in a time of greater competition, regulatory change, and evolving customer demand:
Don’t just be digital, be trusted. Behind our modular technology is an asset model that has:
Our model’s outputs are published every quarter, so you can see for yourself how well it performs.
Not every asset model accounts for the uncertainty and randomness of the economy. Ours does.
Our calculation engine estimates the probability of hundreds of scenarios at once, providing recommendations and explain the reasoning behind the answers for almost any customer question, such as:
The EV calculation engine is available entirely through more than 35 different APIs, giving you the components to create your own custom solution using your own developers.
Our calculation engine is available as SaaS or through several white labelled tools – EVDirect, EVDigital, and EVPro – designed for guidance, digital and traditional financial advice, and the hybrid in-between, and configured to reflect your house advice policy.
Our team can create and integrate a new custom solution for you, supporting you with front and backend development, so you can bring a new idea to market or create a new system for your organisation.
Draw on the results of our risk profiling questionnaires, which covered 25% of the (UK) market in 2023. Or use our risk rating service used by over 50 investment managers, including HSBC, Legal & General Investment Management, and Vanguard.
£6 billion has been invested in funds driven by asset allocations from the EV calculation engine, and it has forecast investment returns with enviable accuracy since we launched it over 10 years ago.
Talk to us about what you’re building or the service you want to offer – and see how we can partner with you. Book time with one of our experts to discuss your requirements in depth.