Fintech provider EValue has invited advisers and paraplanners to join a project to help co-create new holistic planning and suitability tools.
The fintech provider said advice professionals are currently being "poorly served by the existing crops of adviser tools" and so by working with advisers and paraplanners, EValue will be able to create tools most suitable to them. Those interested will be able to sign up to a beta programme geared to facilitating the co-creation of fit-for-purpose tools. Project members will have the option to make suggestions on the following five modules: EValuePro Invest, EValuePro Goal, EValuePro Tax, EValuePro Protect and EValuePro Risk. These modules will offer help with areas such as client portfo...
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