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EVPro Goal
Willingness to recommend
4.5/5
About the provider
This module helps advisers easily create and communicate cash flow plans covering all stages of life, including pre, at, and post-retirement. Thus, making it easier for their clients to meet their financial life goals.
- Capacity for loss - robust capacity for loss cash flow metrics.
- Likelihood of meeting expenses - probability of meeting expenditure every year across over 1,000 different independent market scenarios. Other tools are either based on funds at the end of the term or look at a single or few scenarios.
- Expenses met - worst case scenario drop in essential income to show that the base standard of living is maintained no matter what happens, or the level of the problem if it’s not possible.
- Asset adequacy - identification of a group of assets now compared to the amount required to meet the goal, and hence the level of capacity.
- Integrated risk suitability - the only solution that shows the probability of the plan working, taking into account the risk and reward of each asset, fund, portfolio and product as the standard output.
- Realistic annuity pricing - select type of income drawdown product, view product's cash-in value and view annuity prices.
- Inheritance tax planning - gain immediate impact analysis and simplify complex financial planning with our gift section.
- Calculate sustainable expenses - shape sustainable retirement scenarios that reflect your clients' aspirations based on their income and assets available.
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Ownership:
EV
NextWealth analysis
Integrations
Based on 2 reviews
4/5
Integrates One Way
Integrates Both Ways
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Anonymous
May 2022
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
May 2022