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EVPro Invest
About the provider
This module comprehensively analyses a clients’ existing investments, allowing advisers to create investment solutions consistent with their clients’ financial objectives and risk appetite.
- Term-based risk profiling - results, benchmarks, and risk profiling consider the term of the investment objective.
- Firm-specific risk benchmarks - Suitability based on your benchmarks if desired.
- Multi-layer fund risk profiling - shows the risk profile of each fund, portfolio, product and any combination of products.
- Growth and Income objectives - risk rating methodology for both accumulation and decumulation client objectives.
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Ownership:
EV
NextWealth analysis
EVPro Invest doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.
Integrations
Integrates One Way
Integrates Both Ways
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No integrations available for Cash Management
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