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EVPro Solver
About the provider
Available as a bolt-on to the EVPro Invest and EVPro Goal modules, you can add more value by finding additional problem-solving solutions with just a click of a button. Powered by our realistic stochastic asset model, this automated functionality tool will help you solve your clients' problems more efficiently.
Optimisation solvers - Find the best possible plan by optimising individual factors, such as when your client can retire, how much to save, or allocating funds to meet their suitability requirements.
Rapid plan stress tests - check that the clients' plan can cope with multiple challenges. Market risks are considered in the main outputs and cover seven critical stress tests around economic changes, such as Inflation risk, diversification risk, sequencing risk, etc. This provides over 10,000 stress test scenarios across nine different stress tests.
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Ownership:
EV
NextWealth analysis
EVPro Solver 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