EV's latest adviser tool to streamline PII premium negotiations

'Robust audit trail'

clock • 2 min read
EVPro comprises five integrated modules that, when combined, help advisers deliver a complete advice journey to their clients, EV said.
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EVPro comprises five integrated modules that, when combined, help advisers deliver a complete advice journey to their clients, EV said.

Technology provider EV has launched adviser software EVPro, a financial planning tool it said would help firms to deliver risk-aligned financial advice to clients.

The EVPro Review function is designed to help advisers leverage an accessible and robust audit trail at a click of a button when negotiating PII premiums, according to Ann-Marie McElhinney, head of adviser...

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