EV
HQ Address
Benyon House, Newbury Business Park, Newbury, RG14 2PZ, United Kingdom
Website Address
Business introduction
Simplifying the complex
Together, empowering a world of financial clarity
Our market-proven, integrated financial technology solutions give you the confidence to deliver the best outcomes for your customers, wherever you sit in the financial ecosystem.
We partner with some of the UK's largest financial institutions, innovative start-ups, and independent providers. Delivering engaging financial planning software solutions and award-winning investment solutions, powered by our proprietary stochastic asset model.
So, whatever problem your business is looking to solve, or challenge you are trying to overcome, our experienced team of specialists are here to help.
Simplifying the complex. Together, empowering a world of financial clarity.
EV Solutions
EVAsset
EV Asset Allocation Research Our interactive asset allocation research supports your in-house analysis with valuable, independent insights that empower your investment process. EV Multi-Asset Allocations An optimised range of dynamic asset allocations can be replicated to build or manage your own multi-asset funds for various client objectives and investment terms. They can be......
business needs
view solutionEVDirect
Help support your customers with solutions that... Focus on educational content. Inform with “what-if” scenarios. Deliver consistent customer journeys. Seamlessly integrate data. Reassures with proven modelling. Inform decisions around investments, retirement and pensions.. ...
business needs
view solutionEVPro
Discover EVPro In today’s fast-paced world, the need for cutting-edge financial planning technology has never been more in demand. Staying ahead of your advisers' ever-evolving advice needs to keep up with client demands is critical to the longevity of your advisory business. Complex processes, arduous administration and static advised client bases are......
business needs
view solutionEV Report
EV Fund Risk Rating Service Quickly and accurately risk rate any portfolio or fund range. We do this by applying a consistent and robust approach to determining the fund’s risk compared to the asset allocation benchmarks from any standard risk profiling questionnaire or process. EV Bulk Client Review Quickly identify those at risk......
business needs
view solutionOne Financial Adviser
Deliver fully regulated automated advice to your customers We believe that everyone should have access to high quality personal financial advice, delivered in a manner that is convenient to their individual needs. After all, financial advice is personal....
