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  • EVPro
    • Getting Started: Admins
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    • Getting Started: Integration Partners
    • General
    • Risk
    • Invest
    • Goal
    • Solver
    • Review
    • User Guides
    • Video
    • EVPro Quick Tools
  • Quick Tools
    • Risk-Rated Fund Finder
  • Risk Profiler
    • Frequently Asked Questions
    • EV Growth Risk Profiler
  • APIs
    • Frequently Asked Questions
      Back to home
      1. Knowledge Base
      2. Quick Tools
      • EVPro
        • Getting Started: Admins
        • Getting Started: Advisers
        • Getting Started: Integration Partners
        • General
        • Risk
        • Invest
        • Goal
        • Solver
        • Review
        • User Guides
        • Video
        • EVPro Quick Tools
      • Quick Tools
        • Risk-Rated Fund Finder
      • Risk Profiler
        • Frequently Asked Questions
        • EV Growth Risk Profiler
      • APIs
        • Frequently Asked Questions

      Quick Tools

      A set of tools available to Advisers to answer customers' financial questions.

      Risk-Rated Fund Finder

      • What adviser tools do you have that can be used in combination with these risk ratings?
      • Why can I not find the fund I am looking for?
      • Does EV's funds risk rating proposition allow for a qualitative assessment?
      • How do I map one of my clients onto these funds?
      • How can I see more information on the funds, such as a forecast?
      • What term should I assume for a typical medium term investor?
      • Why when I change the term of my investment does the risk profile of the portfolio change?
      • Why does term matter for risk profiling?
      • Are charges and tax taken into account in the risk profiling?
      • How does the tool map to other risk questionnaire output?
      See more
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      ev.uk Knowledge Base
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