Elements vs EVPro
Elements
getelements.comEVPro
ev.ukSide by side
| Figure | Elements | EVPro |
|---|---|---|
| Price from | $149/mo | — |
| Free plan | Yes | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 3 | 1 |
| Spec score · Financial Planning Software | 8.2 (#13) | 8.6 (#10) |
| Audience | Elements is designed for advisors, firms, coaches, and teams seeking a repeatable, client-friendly way to deliver advice. | EVPro is presented as financial planning software for advisers and the company says it enables advisers to engage with clients more efficiently. |
| Integrations | Elements says it has partnered with Plaid, Morningstar, and Zapier for account data updates and connections to other systems. | The product page lists back-office integrations with Intelliflo, Iress, Plannr, and FNZ. |
Plans
In their own words
EVPro
EVPro is financial planning software for advisers to assess, build, stress-test, review, and solve client plans. Its modules address risk profiling, investment analysis, cash-flow planning, and portfolio construction. EVPro Risk uses psychometric, behavioural, knowledge-based, and sustainable investing questions. EVPro Invest analyses existing investments and supports suitability assessments against client objectives and risk appetite. EVPro Goal builds cash-flow plans for pre-retirement, retirement, and post-retirement, modeling the probability of meeting expenses across more than 1,000 market scenarios. EVPro Portfolio can risk-rate funds, create model portfolios, show asset allocations, and import model portfolios in bulk. Solver adds optimization and stress tests to Invest and Goal; Review adds plan analysis, amendments, client communications, and firm-level oversight to Goal. Listed back-office integrations include Intelliflo, Iress, Plannr, and FNZ. EVPro runs on web, Android, iOS, macOS, and Windows. Pricing is on request; prospective users can book a demo to trial the product, with no trial duration stated. EV says its journey began in 1993 and EVPro launched in 2022.