Solution introduction

Financial planning made simple

A complete, end-to-end financial planning solution lets advisers assess, build, stress-test, review and solve client plans

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 slowing the progress of your advisory business down. Your tech must keep up with your adviser's needs and adapt when required. 

It’s important to have adviser tools behind you that lighten the administrative burden. Enable streamlined processes, freeing up capacity and expanding your advice services, allowing for future growth. 

EVPro delivers robust features such as client risk profiling, investment suitability analysis, cash flow planning, and stress tests. Your advisers will have everything at their fingertips to deliver seamless end-to-end financial planning that empowers game-changing financial advice.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.