EVPro

EVPro is financial-planning software for advisers, combining client risk assessment, investment analysis and cash-flow planning. It suits firms looking for a connected advice workflow; custom pricing and optional modules make a demo the sensible next step before comparing its scope and cost.

Overview

Made by EValue Limited, EVPro is designed to help advisers build, test, review and refine client plans. EValue traces its history to 1993; EVPro itself launched in 2022. The product covers cash-flow and goal planning, tax and investment planning, scenario analysis and portfolio work.

That breadth is a strong fit for advice firms that need more than a standalone calculator. The modular structure is also a qualification: Solver and Review are bolt-ons, so a firm should confirm which parts of its intended workflow are included in a proposed package.

Key features

Risk and investment assessment

EVPro Risk combines psychometric, behavioural, knowledge-based and sustainable-investing questions. This gives advisers several ways to build a picture of a client's risk profile, rather than relying on one style of questionnaire. EVPro Invest analyses existing investments and supports suitability assessments against client objectives and risk appetite, making it useful for connecting holdings to the plan.

Cash flow and portfolio planning

EVPro Goal builds cash-flow plans for pre-retirement, retirement and post-retirement, and models the probability of meeting expenses across more than 1,000 market scenarios. That range can help advisers examine plans through changing market conditions, though scenario modelling is one input to advice, not a promise of outcomes.

EVPro Portfolio can risk-rate funds, create model portfolios, show asset allocations and import model portfolios in bulk. These tools suit firms that need portfolio construction alongside planning; advisers seeking only a risk questionnaire or a basic projection may not need the full breadth.

Optional modules and integrations

EVPro Solver adds plan optimisation and stress tests to Invest and Goal. EVPro Review, a Goal add-on, supports analysis, amendment and communication of client plans, as well as firm-level oversight. They extend the core workflow, but firms should weigh their value against the extra module requirement.

Back-office integrations include Intelliflo, Iress, Plannr and FNZ. The Intelliflo Office app can copy client, plan, income and expense details into EVPro, subject to permission to access iO data. For retirement planning, EVPro incorporates Just Group Secure Lifetime Income in income drawdown functionality and uses iPipeline for annuity rates.

Security and accessibility

EValue displays an ISO 27001 badge and says its advice technology records outputs for regulators, including what was not advised and why. EVPro conforms to WCAG Level AA. These are relevant considerations for advice firms assessing compliance processes and accessibility needs.

Pricing

EVPro is paid software with custom pricing. No plan price is stated; firms are directed to book a demo to learn more. The product page invites prospective users to trial EVPro through a demo, but gives no trial duration or price, so confirm the terms with Sales before treating it as a free trial.

There is one named plan, EVPro, with no published price or tier breakdown. The material distinction is modular: Solver is an add-on for Invest and Goal, while Review is an add-on for Goal. Ask for a quote that identifies the included modules and any add-on costs, especially if optimisation, stress testing or firm-level review are central to your workflow.

Platforms

EVPro supports Android, iOS, macOS, web and Windows. Browser support is Edge, Chrome and Firefox on Windows; Chrome on Android; and Safari on iOS and macOS. The Intelliflo Office app integration has a separate trial arrangement: Sales must arrange it and Support enables it after installation.

Who it's for

EVPro is aimed at financial advisers and firms that want risk profiling, investment suitability, retirement cash flow and portfolio tools in one planning system. Its scenario modelling and optional optimisation are especially relevant where advisers need to explore how plans respond to changing assumptions. It is less compelling for users who need only an individual budgeting tool or a single-purpose risk questionnaire, or who require transparent self-serve pricing before speaking to a vendor.

Pros and cons

Pro: Risk, investment, cash-flow and portfolio tools cover several stages of the advice process in one system.

Pro: Goal models expenses across more than 1,000 market scenarios, supporting analysis across pre-retirement and retirement stages.

Pro: Intelliflo, Iress, Plannr and FNZ integrations can connect EVPro with back-office systems; iO can transfer client and plan information with permission.

Pro: WCAG Level AA conformance and the company's stated regulatory-output evidence address accessibility and oversight considerations.

Con: Custom pricing and an unspecified demo-based trial make it difficult to compare cost or assess trial terms without contacting Sales.

Con: Solver and Review are bolt-ons, so firms needing optimisation or ongoing review must confirm the added cost and package scope.

Alternatives

If EVPro's adviser-oriented breadth and custom quote do not suit, Pocket Risk is a paid alternative with Android, iOS and web support; its Professional plan states 3 users, up to 500 clients, custom branding, model portfolios and integrations. For a free starting point, Boldin has a Basic plan with 100+ inputs, two interactive explorers, 10+ charts and up to five AI questions per day, while its PlannerPlus plan is shown at 144.00 USD per.

ProjectionLab is another freemium option, with a free Basic plan for forecasting, financial planning, Monte Carlo simulations, historical backtesting and flexible modelling. MaxiFi may suit someone who wants to assess a paid product through a 14-day trial that includes a detailed lifetime plan, comparison of three alternate scenarios, customer support and orientation.

For an adviser-focused alternative, MoneyGuide offers its MyBlocks Individual plan at $125 a month, billed annually and paid monthly per advisor, with access to 20+ blocks. myprosperity has a free Starter plan included in Partner plans, with a client subscription and one-time bank, card, property and car data features. Betterment is a freemium alternative with Digital and Premium eligibility thresholds, while FE CashCalc is a paid option whose individual adviser licence is 80.00 GBP and includes one paraplanner licence.

Browse more options in Financial Planning Software.

Verdict

EVPro is a strong candidate for advice firms that want risk assessment, investment suitability, retirement cash-flow modelling and portfolio tools within one modular system. Its breadth and adviser-oriented workflow are the main reasons to choose it; custom pricing, an unclear trial duration and bolt-on costs are the main reasons to compare alternatives before committing.