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Tell me about EVPro

EVPro is an end-to-end financial planning solution that assesses, builds, stress-tests, reviews, and solves your clients' plans. It is designed to lift administrative burdens, streamline processes, and free up capacity for valuable client interactions. 

Our robust, stochastically powered EVPro modules work independently or can be bundled together for a more streamlined approach. The use of stochastic modelling, which involves running 1,000 different independent market scenarios, provides a range of potential outcomes to help you give clients a better understanding of their plans and the likelihood of meeting their financial goals. This approach also powers the rapid stress-testing calculations, which allow you to quickly assess a plan's robustness against unforeseen events and dynamic market conditions. 

The core modules of EVPro include: 

  • ATR/CFL known as EVPro Risk – a tool for client risk profiling that includes various psychometric, behavioural, and knowledge-based questions, as well as an ESG questionnaire. 
  • Risk Analysis known as EVPro Invest – this module provides a comprehensive analysis of a client's existing investments to create solutions consistent with their objectives and risk appetite. 
  • Cashflow Modelling known as EVPro Goal – helps you create and communicate cash flow plans for all life stages, including pre, at, and post-retirement. 
  • Portfolio Risk Rating known as EVPro Portfolio – a module that enables you to risk-rate single funds or multiple funds to create model portfolios and produce simple reports. 

 EVPro also offers key bolt-on modules to enhance its functionality: 

  • Revised Plan calculators known as EVPro Solver – this tool finds additional problem-solving solutions through optimisation and rapid plan stress tests, helping you prepare clients for unforeseen events. 
  • Review known as EVPro Review – this module allows you to bulk-analyse client plans, providing oversight and helping to mitigate the risk of complaints by ensuring plans remain aligned with financial goals and risk tolerance. 
  • Quick Tools known as EVPro Quick Tools – these tools, including the Retirement Quick Tool and Investment Quick Tool, help advisers explain potential outcomes with minimal data entry, providing simple and clear visuals for clients. 

 EVPro leverages real-time data feeds from trusted partners. You can: 

  • Build annuities into your retirement advice process with accurate annuity rates, powered by iPipeline. 
  • Blend guaranteed income alongside other investment options with Just Group’s Secure Lifetime Income. 
  • View fund data, such as fund allocations provided by FE fundinfo.