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 portfolios, financial goals, cash flow planning and attitude to risk.
During the soft launch, which will be between June and August this year, members will be granted free access to the tool. Once fully launched, those members will be offered a discounted rate for the first 12 months.
EValue proposition manager Gemma Brazier said: "We believe that what's currently available to adviser firms is either too simple or too complicated to be of real help to firms and we want to create tools that are ‘just right.'
"Our goal is to develop truly helpful tools to facilitate better financial planning and create a workable solution for advice professionals [which is] tried, tested and approved by advice professionals."
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