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EVPro Review
About the provider
Available as a bolt-on to the EVPro Goal module, this client review tool allows you to analyse, amend, and communicate your clients’ financial plans with a practical and easy client management framework while understanding the robustness of your overall advice business.
Oversight - create a consistent view across your business and identify where there could be issues with your clients’ financial plans
Regulation - provides a clear understanding of what the overall firm position is from a risk perspective of potential client complaints.
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Ownership:
EV
NextWealth analysis
EVPro Review 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
No integrations available for Back Office Systems
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