EV - Financial Solutions

Every efficiency gained is a barrier broken down.  Every completed journey is an individual empowered.  Every innovation is a door opened. 2024 showed us what's possible when we dare to re-engineer financial planning and advice: 90% faster digital savings advice delivery 193% increase in completed savings journeys 246% growth in income risk tool adoption Multiple industry awards, including Best Retirement Initiative In 2025, our strategic focus centres on continuing to re-engineer the financial planning and advice experience ensuring consistency and compliance whilst helping to drive efficiency and client engagement. The future of financial services is being written right now, and we want you to be part of that story. What's your boldest prediction for financial services in 2025?  How do you see the industry evolving? Drop your thoughts below...  #Retirement #Fintech #WealthTech #FinancialAdvice

Behind every award lies countless moments of breakthrough and belief. Last year's recognition from Pensions Age, FStech, and Professional Adviser tells a bigger story - one of re-engineering what's possible. But awards aren't what drive us - it's the impact we can create together. Looking ahead to 2025, we're expanding our EVDirect, EVDigital, and EVPro solutions to support every aspect of financial planning and advice. We’ve re-engineered the financial advice experience to make any financial advice permutation possible - for both today's and tomorrow's market. EV tech reduces advice costs by 60-80% while retaining customers for life. But we want to make sure we're continuing to build exactly what you need. What features and tools would make the biggest difference to you? Tell us in the comments below. #PensionPlanning #Fintech #WealthTech #FinancialAdvice 

Knowledge is power, but access is everything. Seeing a 246% surge in advisers using our digital income risk questionnaire tells us we're onto something special. It's about creating those 'aha moments' where financial planning and advice just 'clicks'. Every day at EV, we're seeing how digital transformation is reshaping financial services. Our trusted tech is helping financial firms deliver more consistent recommendations while meeting regulatory expectations. But this is just the beginning. As we develop our roadmap for 2025, we want to ensure we're addressing the real challenges you face in delivering financial planning and advice. What's your biggest hurdle? What would make your process better? Share your insights and innovation ideas below #FinancialWellbeing #Fintech #WealthTech #FinancialAdvice

We dreamed of transforming how people connect with financial guidance. In 2024, that vision became reality. Our digital solutions opened new doors by: ✅ Cutting savings advice time by 90% ✅ 193% more people completed their savings journeys ✅ Making investment advice 63% faster. These aren't just numbers - they represent people accessing better financial futures. But we believe 2025 holds even more potential for transformation. Our expanded suite of solutions will help bridge more gaps and break down more barriers.   We're curious, what financial planning and advice innovations would you like to see in the year ahead? Share your thoughts below - let's shape the future of financial guidance together. #FinancialPlanning #Fintech #WealthTech #FinancialAdvice

Happy Holidays! Spot anyone you know? Our team (and our furry friends) brought their festive A-game last week! We’re still debating who’s wearing the most ridiculous Christmas item of 2024. Cast your vote in the comments below… #ChristmasJumperDay #OfficeLife #FestiveFun

Over the festive season, our support team remains available as follows: 📢 Holiday Hours 2024-25 Dec 23-24: 9am-5pm Dec 25-27: Closed Dec 30-31: 9am-5pm Jan 1: Closed Jan 2-3: 9am-5pm Wishing you and yours a peaceful holiday season.

WE WILL BE AT: #EATT2025 We will be heading into battle… Battle of the tech that is… We will be demonstrating how one engine can power your financial planning and advice processes, so that you can create one efficient experience to engage your clients upfront to then deliver a consistent, streamlined process. . Want to learn more? Register to attend and save £30 as a first time attendee by entering the code: EV30 https://lnkd.in/dQ_ZGn7P #financialplanning #financialadviser #advisertools Financial Technology Research Centre (FTRC)

As we wrap up 2024, we’re incredibly proud of our ESG journey and the hearts of our colleagues behind it. From planting 236 trees to supporting local causes throughout the seasons, here's what kindness achieved this year: Our Spring  Easter Egg Appeal saw 40 eggs delivered to children receiving essential care at Royal Berkshire, John Radcliffe and the Great Western Hospitals.  Our transition to Fairtrade office refreshments accompanied by an EV team and Mayor’s cake bake raised £500.00 for West Berkshire Homeless. Summer saw 7 amazing colleagues run the Newbury 10K and our golf team participated in the Newbury Soup Kitchen Golf Day at Sandford Springs Golf Club, which raised an impressive £10,500. Our team's contribution of £245 helped support this fantastic cause. As winter arrived, colleague donations to the Pot Noodle Appeal for Newbury Soup Kitchen and ‘Reverse Advent Calendar’  donations for West Berkshire Homeless  are helping those who need it most. Meanwhile, our ‘Give as you earn’ initiative which earned a gold award for 2024, enables our team to support a charity of their choice on a monthly basis and our carbon offsetting initiatives are on track. Every contribution has made a real difference. Our special thanks to everyone who donated, volunteered, or spread the word about these initiatives. Your kindness continues to create positive change in our community! #ESG #CommunityImpact #Sustainability #GivingBack

Aspen has chosen EV’s risk rating methodology to enhance their portfolio risk mapping for financial planners. This collaboration helps financial planners deliver more precise portfolio recommendations aligned with client timeframes and risk profiles. Our methodology delivers: ▪️ Time-horizon focussed risk assessment ▪️ Evaluation of both growth and income risk ▪️ Comprehensive UK fund coverage through FE fundinfo ▪️ Customisable risk scales for different planning needs Financial planners deliver better outcomes using EV risk ratings. #FinancialPlanning #RiskManagement #WealthTech

What are your thoughts on the FCA's recent update on the advice guidance boundary? Our Managing Director, Chet Velani shared his thoughts with The Fintech Times “We welcome the FCA’s proposals to the advice guidance boundary. We believe there is huge potential for targeted support to improve outcomes for many millions of people who do not currently access advice around their pensions.  The FCA is suggesting meaningful change, but as with everything, the devil is in the detail. How the characteristics within the consumer segments are identified and defined will be crucial to providing solutions to ensure people have a comfortable standard of living in retirement. As the FCA CEO has already said, targeted support won’t give everyone the perfect advice. It may be better than the current guidance offered, although still is likely to fall short of personalised advice. We believe far more can be done to extend advice, rather than simply support, through digitally-driven offerings which can help firms deliver advice cheaply to more people.” #FCA #Pensions #RetirementPlanning #WealthTech https://lnkd.in/eGH4Nx4x