EV

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.