EVPro vs FinCalc
EVPro
ev.uk
FinCalc
fincalc.co.ukSide by side
| Figure | EVPro | FinCalc |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 1 | 0 |
| Spec score · Financial Planning Software | 8.6 (#10) | 7.6 (#18) |
| Headquarters | Newbury, Berkshire, United Kingdom | Colchester, Essex, UK |
| Integrations | The product page lists back-office integrations with Intelliflo, Iress, Plannr, and FNZ. | The integrations page lists DocuSign, intelliflo, Iress Xplan, Twenty7tec, Plannr, Curo (Time4Advice) and ZeroKey; Wealthcraft is marked “COMING SOON.” |
| Purpose | EVPro is an end-to-end financial planning solution for advisers to assess, build, stress-test, review, and solve client plans. | FinCalc is a cloud-based financial planning platform for UK financial advisers, firms and networks. |
| 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. | The licence terms say FinCalc may grant a temporary trial system, which may be terminated at any time by the licensor. |
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.