Solution introduction
Accessible and empowering financial reporting solutions
Better understand your proposition and how it can help you manage your business and customers
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 base, then promptly determine the appropriate action to improve the outcome for your customers whilst reducing your business risk.
EV Appropriateness Report
This report uniquely summarises the results of your chosen pathway options. It forms a robust judgement as to the appropriateness of each solution. This ensures your funds and investment solutions remain fully compliant, avoiding the potential risk of regulatory penalties.
