EV
HQ Address
Benyon House, Newbury Business Park, London Road, Newbury, RG14 2PZ, United Kingdom
Website Address
Business introduction
Re-engineering the financial advice experience
EV is driving a financial planning revolution with technology built for a simple, seamless, end-to-end experience
The result: financial planning and advice that’s more accessible and engaging for customers across digital, face-to-face or hybrid models.
Our AI-supported, modular technology is powered by our market leading stochastic asset model. It’s the same robust calculation engine that’s created forecasts for over a decade with enviable accuracy, enabling consistent recommendations whether a customer begins with self-service guidance or speaks with an adviser. This consistency is our competitive edge; it means firms can deliver better outcomes without the integration headaches. Our scalable, modular tools mean our partners can meet their customers’ needs exactly where, when and how they wish. It’s a win-win: a better service for customers that’s more efficient for providers.
We work with a wide range of partners, from large financial institutions to independent providers. Our technology is helping them attract and retain customers, adopt digital advice today without tomorrow’s compliance backlash, and grow their businesses.
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 Our optimised range of dynamic asset allocations can be replicated to build or manage multi-asset funds across different client objectives and investment horizons. You can choose to manage......
business needs
view solutionEV Digital
EVDigital is a next-generation digital-hybrid advice solution that empowers you to deliver high-quality, consistent financial journeys. Built on scalable cloud and API architecture, EVDigital enables clients to engage through fully digital interactions, adviser-led support, or a blend of both. EVDigital provides the technical engine required to run your modern advice business: Sophisticated......
business needs
view solutionEVDirect
EVDirect reimagines the financial guidance experience, helping you turn complex financial decisions into clear, engaging customer journeys. Designed with a mobile-first approach, EVDirect empowers individuals to explore their financial future with confidence through interactive planning tools, intuitive visualisations, and real-time scenario modelling. By showing how today’s choices can shape tomorrow’s outcomes,......
business needs
view solutionEVPro
As client expectations continue to evolve, advisers need technology that supports efficient, high-quality financial planning. EVPro creates a seamless, end-to-end advice experience, providing the tools you need to support clients at every stage of their financial journey. By bringing risk profiling, investment suitability analysis, cashflow planning, stress testing, and ongoing reviews......
business needs
view solutionEV Report
EV Fund Risk Rating Service Quickly and accurately risk rate any portfolio or fund range. Our solutions apply 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 Identify those at risk within your client......
