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EVPro Invest
This module comprehensively analyses a clientsā€™ existing investments, allowing advisers to create investment solutions consistent with their clientsā€™ financial objectives...
EVPro Portfolio
The portfolio risk rating module enables users to risk rate funds and produce a simple report. Any model portfolio added...
EVPro Review
Available as a bolt-on to the EVPro Goal module, this client review tool allows you to analyse, amend, and communicate...
EVPro Solver
Available as a bolt-on to the EVPro Invest and EVPro Goal modules, you can add more value by finding additional...
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FE Analytics
FE Analytics is a one-stop tool for all your fund research, analysis, portfolio construction, due diligence and ongoing monitoring. FE...
Money Alive
Money Alive is a B2B2C regulatory technology business. Itā€™s multi-award winning video engagement platform enables advisers, pension scheme trustees and...
Selectapension
Founded in 2004, Selectapension is a specialist software company that provides a range of easy to use pension and investment...
Timeline
Timeline offers next-gen financial planning software empowering financial advisers to create dynamic financial plans, using decades of real market data...