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 within your client base. Then promptly determine the appropriate action to improve the outcome for your customers whilst reducing your business risk. Helps you be where you’re needed and manage your time more effectively.

EV Appropriateness Report
This useful report uniquely summarises the results of your chosen pathway options. It forms a robust judgement as to the appropriateness of each solution. Ensuring your funds and investment solutions remain fully compliant, avoiding the potential risk of regulatory penalties.