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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
Integrations
Integrates One Way
Integrates Both Ways
intelliflo office (intelliflo)
Plannr
Xplan (Iress)
No integrations available for Cash Management
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