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EVPro Risk
Willingness to recommend
3.78/5
About the provider
This module delivers a client risk profiling solution, including various psychometric, behavioural, and knowledge-based questions. Adding questions about sustainable investment preferences adds value to conversations and gains a competitive edge in the industry’s growing trend.
- Growth and Income objectives - questionnaires to complete both accumulation and decumulation risk profiling
- ESG questionnaire - a concise questionnaire to understand the importance of sustainable investing and to drive your client discussions.
- Separate Attitude to risk, Knowledge & experience, Capacity for loss, and Sustainable investing outputs - each area can be confirmed individually and summarised in an easy-to-understand report.
- Inconsistency checks - at the end of the risk questionnaire, the user will be alerted if responses are wildly different.
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NextWealth analysis
EV's risk profiling solution is mostly used by advisers via platform but some advisers also access their tools directly. While 78% of advisers say they use risk profiling tools, 9% of these say they use EValue. A further 8% say they use on platform tools, but we can't be sure how many of those are using EV tools. EV gets pretty good reviews, though they score slightly below the average of 7.2 out of 10. The 34 advisers that rated EValue gave them a score of 7 out of 10 on willingness to recommend.
Integrations
Based on 125 reviews
3.46/5
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 other integrations available.
No integrations available for Platform
No integrations available for Research
Reviews
Willingness to recommend
Integrations
Value for money
Service
Fits with using FE Investments
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
Network default risk profiler.
Anonymous
October 2023