Solution introduction

Unlock the power of scalable digital-hybrid advice

Blend digital efficiency with human expertise to craft consistent, high-quality financial journeys

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 engines – combine intelligent recommendation algorithms with stochastic cash flow modelling to deliver more realistic future projections for clients.
  • Risk intelligence – provide detailed insights, including volatility, sequencing risk and the impact of sudden market fluctuations.
  • ESG integration – embed sustainability and ESG considerations naturally within the advice process.
  • Joint life advice – support advice delivery for individual and joint planning scenarios.
  • Global ready – facilitate international growth through multicurrency support.

With EVDigital you can:

  • Increase savings journey completion rates by over 190%.
  • Deliver savings advice up to 90% faster.
  • Significantly reduce manual processing.

 

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