EVPro
Newbury, Berkshire, United Kingdom
What it is
EVPro is an end-to-end financial planning solution for advisers to assess, build, stress-test, review, and solve client plans. EVPro Risk uses psychometric, behavioural, knowledge-based, and sustainable investing questions. EVPro Invest analyses existing investments and supports suitability assessments against client objectives and risk appetite. EVPro Goal creates cash-flow plans for pre-retirement, retirement, and post-retirement, and models the probability of meeting expenses across more than 1,000 market scenarios. EVPro Portfolio can risk-rate funds, build model portfolios, show asset allocations, and import model portfolios in bulk. Solver adds optimisation and stress tests to Invest and Goal; Review adds plan analysis, amendments, client communications, and firm-level oversight to Goal. Listed integrations include Intelliflo, Iress, Plannr, and FNZ. The product also includes Just Group Secure Lifetime Income in income drawdown functionality and uses iPipeline for annuity rates. EVPro is available on web, Android, iOS, macOS, and Windows.
For and against
For
- Models expenses across more than 1,000 market scenarios.
- Supports risk profiling and investment suitability assessments.
- Portfolio tools include bulk model-portfolio imports.
- Lists integrations with four back-office platforms.
- Available on web and four other platforms.
Against
- Solver and Review are bolt-on modules.
The verdict
EVPro covers several stages of financial planning, with modules for risk, investments, cash flow, portfolios, and reviews. Advisers should clarify pricing and demo arrangements and check which bolt-on modules they need.
Who it suits
EVPro is designed for financial advisers working across client investment, retirement, cash-flow, and portfolio plans. It may suit advisers who want planning modules and listed back-office integrations.
Plans and prices
EVPro
Pricing not stated; book a demo to learn more
Read 8 Oct 2026 · ev.uk
On the record
- Accessibility
- The EV knowledge base states that EVPro conforms to WCAG Level AA.knowledgebase.ev.uk · read 8 Oct 2026
- Audience
- EVPro is presented as financial planning software for advisers and the company says it enables advisers to engage with clients more efficiently.ev.uk · read 8 Oct 2026
- Cash flow planning
- EVPro Goal creates cash flow plans for pre-retirement, retirement, and post-retirement stages and models the probability of meeting expenses across more than 1,000 market scenarios.ev.uk · read 8 Oct 2026
- Company
- The maker is EValue Limited, whose registered office is in Newbury, England, and whose registered number is 07382500.ev.uk · read 8 Oct 2026
- Company history
- EV says its journey began in 1993 and that EVPro launched in 2022.ev.uk · read 8 Oct 2026
- Integrations
- The product page lists back-office integrations with Intelliflo, Iress, Plannr, and FNZ.ev.uk · read 8 Oct 2026
- Investment analysis
- EVPro Invest analyses existing investments and supports suitability assessments against client objectives and risk appetite.ev.uk · read 8 Oct 2026
- iO integration
- The Intelliflo Office app integration copies client, plan, income and expense details into EVPro, subject to user permission to access iO data.knowledgebase.ev.uk · read 8 Oct 2026
- Optional modules
- EVPro Solver is a bolt-on for Invest and Goal, while EVPro Review is a bolt-on for Goal.ev.uk · read 8 Oct 2026
- Partner data
- EVPro includes Just Group Secure Lifetime Income in income drawdown functionality and uses iPipeline for annuity rates.ev.uk · read 8 Oct 2026
- Portfolio tools
- EVPro Portfolio can risk-rate funds, build model portfolios, show asset allocations, and import model portfolios in bulk.ev.uk · read 8 Oct 2026
- Purpose
- EVPro is an end-to-end financial planning solution for advisers to assess, build, stress-test, review, and solve client plans.ev.uk · read 8 Oct 2026
- Retirement partnerships
- EVPro includes Just Group’s Secure Lifetime Income in income drawdown functionality, and its annuity rates are powered by iPipeline.ev.uk · read 8 Oct 2026
- Review
- EVPro Review is a bolt-on to EVPro Goal for analysing, amending and communicating client plans and providing firm-level oversight.ev.uk · read 8 Oct 2026
- Risk profiling
- EVPro Risk includes psychometric, behavioural, knowledge-based, and sustainable investing questions.ev.uk · read 8 Oct 2026
- Security and compliance
- The company page displays an ISO 27001 badge, and EV says its advice technology evidences outputs to regulators, including what was not advised and why.ev.uk · read 8 Oct 2026
- Solver
- EVPro Solver is a bolt-on for EVPro Invest and EVPro Goal that provides plan optimisation and stress tests.ev.uk · read 8 Oct 2026
- Supported browsers
- EV lists Edge, Chrome, and Firefox on Windows; Chrome on Android; and Safari on iOS and macOS as supported browsers.knowledgebase.ev.uk · read 8 Oct 2026
