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.
Image:

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...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Technology

Financial advisers should work to develop new methods of reaching younger people through social media channels such as Instagram, TikTok, YouTube and Twitter, research has shown.

How advisers can attract younger investors - PIMFA's Under 40 Leadership Committee

'Deliver regulated advice via technology'

clock 20 May 2022 • 3 min read
Young investors driving force behind ESG rise - PIMFA 'Under 40 leadership' forum

Young investors driving force behind ESG rise - PIMFA 'Under 40 leadership' forum

‘Make your money matter'

clock 16 May 2022 • 3 min read
"The last couple of years presented a unique opportunity for advisers to take an active view of their tech stack. For many, it would have become fairly obvious throughout the period of remote and home working where gaps in their technology stack existed and these would have most likely been addressed throughout the course of the pandemic." - Oli Greenspan

Advisers ramp up tech spending to boost efficiency - FE fundinfo

‘70% of advisers’ tech budgets increased'

clock 28 April 2022 • 3 min read