Financial planning made simple

A complete, end-to-end financial planning tool that lets you assess, build, stress-test, review and solve your clients' plans all within one easy-to-use solution.

Click here to book your one-to-one demo of EVPro today.

 

What is EVPro?

EVPro comprises five integrated modules that, when combined, help you deliver a complete advice journey to your clients, including:

 

What are the benefits?

EVPro is packed with new functionality to elevate your advice game:

• Instantly risk-rate any portfolio and match to your clients’ risk appetite
• Best in breed, forward-looking cash flow planning made simple
• Consistent end-to-end risk scoring for your entire advice process
• Game-changing stress testing with over 12,000 real-world scenarios
• One-click client portfolio and cash flow optimisation
• Engage your clients with dynamic visuals
• Seamless back-office integration
• And much more

Click here to book your one-to-one demo of EVPro today.

20 years in the making

The launch marks a culmination of more than 20 years of fintech experience delivering engaging financial planning tools to the adviser market. Building on existing tools and actively seeking user input feedback, we have come together to create EVPro.

Each modular tool in isolation has many benefits. However, we believe it’s when all five modules are used in combination EVPro delivers enhanced functionality not possible in any other solution on the market today.

To find out more about the benefits of EVPro, visit our website.

Integrations

EVPro is integrated with Intelliflo Office and IRESS, with a road map of integrations planned for more adviser back-office systems on the way.

You can experience the power of EVPro by booking your demo today.

How much does it cost?

EVPro is available directly to financial advice firms from £50 + VAT per month.

Pricing is dependent on the combination of EVPro modules, the number of licenses or firm size, and the type of licenses required.

The full end-to-end suite is £190 + VAT per licence per month, including two user seats - for instance, one for an adviser and the other for a paraplanner.

We are pleased to be able to offer Paradigm members an exclusive 10% discount.

How to get this discount:

To use your exclusive discount, you should visit the landing page via the link below and book a call with one of our team, quoting your discount code: PARADIGM10

Click here to book your one-to-one demo of EVPro today.