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EVPro Portfolio
About the provider
The portfolio risk rating module enables users to risk rate funds and produce a simple report. Any model portfolio added will show its risk rating and the asset allocation.
- Risk rate a single fund or a number of funds to create a model portfolio.
- View the underlying asset allocation and the forecasted annual mean return.
- Use our quick search fund functionality or add a fund manually.
- Risk rate on a growth basis or an income basis.
- Import model portfolios in bulk.
- Publish and share with advisers.
- Deletions are added to history for accurate records.
- Create a report at the press of a button.
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Ownership:
EV
NextWealth analysis
EVPro Portfolio 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
intelliflo office (intelliflo)
Plannr
Xplan (Iress)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
No integrations available for Platform
No integrations available for Research
No integrations available for Risk profiling and suitability