EVPro
The facts below are what the maker publishes about EVPro, checked and dated. Our editors have not written about it yet.
Plans and prices
From EVPro's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| EVPro | Priced on request | Pricing not stated; book a demo to learn more |
The facts
Each one read from EVPro's own pages, with the date it was checked.
What it does
- Accessibility
- The EV knowledge base states that EVPro conforms to WCAG Level AA.checked 8 Oct 2026
- Audience
- EVPro is presented as financial planning software for advisers and the company says it enables advisers to engage with clients more efficiently.checked 8 Oct 2026
- Integrations
- The product page lists back-office integrations with Intelliflo, Iress, Plannr, and FNZ.checked 8 Oct 2026
- Investment analysis
- EVPro Invest analyses existing investments and supports suitability assessments against client objectives and risk appetite.checked 8 Oct 2026
- iO integration
- The Intelliflo Office app integration copies client, plan, income and expense details into EVPro, subject to user permission to access iO data.checked 8 Oct 2026
- Optional modules
- EVPro Solver is a bolt-on for Invest and Goal, while EVPro Review is a bolt-on for Goal.checked 8 Oct 2026
- Partner data
- EVPro includes Just Group Secure Lifetime Income in income drawdown functionality and uses iPipeline for annuity rates.checked 8 Oct 2026
- Portfolio tools
- EVPro Portfolio can risk-rate funds, build model portfolios, show asset allocations, and import model portfolios in bulk.checked 8 Oct 2026
- Purpose
- EVPro is an end-to-end financial planning solution for advisers to assess, build, stress-test, review, and solve client plans.checked 8 Oct 2026
- Retirement partnerships
- EVPro includes Just Group’s Secure Lifetime Income in income drawdown functionality, and its annuity rates are powered by iPipeline.checked 8 Oct 2026
- Review
- EVPro Review is a bolt-on to EVPro Goal for analysing, amending and communicating client plans and providing firm-level oversight.checked 8 Oct 2026
- Risk profiling
- EVPro Risk includes psychometric, behavioural, knowledge-based, and sustainable investing questions.checked 8 Oct 2026
- Security and compliance
- The company page displays an ISO 27001 badge, and EV says its advice technology evidences outputs to regulators, including what was not advised and why.checked 8 Oct 2026
- Solver
- EVPro Solver is a bolt-on for EVPro Invest and EVPro Goal that provides plan optimisation and stress tests.checked 8 Oct 2026
Money
- Cash flow planning
- EVPro Goal creates cash flow plans for pre-retirement, retirement, and post-retirement stages and models the probability of meeting expenses across more than 1,000 market scenarios.checked 8 Oct 2026
- Trial
- EV says users can trial EVPro by booking a demo; for the iO app, a trial must be arranged with Sales and enabled by Support after installation.checked 8 Oct 2026
- Trial and demo
- The product page invites prospective users to trial EVPro by booking a demo, but does not state trial duration or whether it is free.checked 8 Oct 2026
The company
- Company
- The maker is EValue Limited, whose registered office is in Newbury, England, and whose registered number is 07382500.checked 8 Oct 2026
- Company history
- EV says its journey began in 1993 and that EVPro launched in 2022.checked 8 Oct 2026
- Founded
- 1993checked 28 Sep 2026
- Headquarters
- Newbury, Berkshire, United Kingdomchecked 28 Sep 2026
Where it runs
- Supported browsers
- EV lists Edge, Chrome, and Firefox on Windows; Chrome on Android; and Safari on iOS and macOS as supported browsers.checked 8 Oct 2026
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