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Instantly answer your customers' financial questions with engaging, educational solutions

re-engage client interactions

Re-engage client interactions

Client engagement can be challenging, and while your advisers possess the necessary expertise to solve client problems, explaining the solution in easy-to-understand terms can often be a different story.

Introducing the Investment and Retirement Quick Tools by EVPro, which seamlessly integrates with our cashflow planning adviser tool, EVPro Goal.

Learn more about the questions that each of our solutions can solve

Investment Quick Tool

For adviser clients looking to invest and are keen to understand what they can expect in returns over a specific period, the Investment Quick Tools helps advisers manage client expectations clearly and concisely. It allows advisers to make more informed recommendations and helps clients understand what they can expect to achieve with their investments.

  • Quickly and effortlessly illustrate potential returns, considering a client’s risk profile and tax preferences.

  • Eliminate the guesswork with realistic modelling, providing clients with a clear understanding of what they can expect to achieve with their investments.

  • Examine over 1000 different scenarios to present a range of different potential investment outcomes.

  • Once the calculations are complete, your advisers can present clients with three intuitive charts showing Investment Return, Investment vs Cash, and Investment over time.

These benefits enhance the effectiveness and credibility of your advisory services, ultimately leading to better client outcomes and a stronger professional relationship between advisers and clients.

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Retirement Quick Tool

Retirement planning is one of the most critical aspects of financial advice. The Retirement Quick Tool helps advisers explain potential retirement outcomes in a straightforward and enlightening way, providing clients with a clear and comprehensive understanding of their retirement prospects.

  • Show what a client's finances in retirement could look like, considering investments, risk appetite, and time horizon, demonstrating the potential value of their pension pot.
  • Present a true picture of a client's retirement prospects using realistic modelling 
  • Explore over 1000 unique scenarios, providing a range of potential outcomes that empower well-informed financial decisions.
  • Once the calculations are complete, your advisers can present clients with two comprehensive charts showcasing Gross Annual Income and Fund Value.

These benefits enhance the effectiveness and credibility of your advisory services, ultimately leading to better client outcomes and a stronger professional relationship between advisers and clients.

Don't just take our word for it.

We use EVPro Investment and Retirement Quick Tools and are very impressed with the ease at which they help us to explain investment risk and risk-efficiency to our clients and prospects. The tools elevate our client relations, cut down lengthy processes, support compliance, and best of all, enhance outcomes – making happy customers.

 

Paul Blight – Tier One Capital 

Image Credits

© Pixelfit from Getty Images via Canva.com   © StefanDahl via Canva.com