EVPro vs NaviPlan
EVPro
ev.uk
NaviPlan
investcloud.comSide by side
| Figure | EVPro | NaviPlan |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 1 | 0 |
| Spec score · Financial Planning Software | 8.6 (#10) | 6.9 (#29) |
| Headquarters | Newbury, Berkshire, United Kingdom | InvestCloud lists its headquarters at 810 7th Ave, 24th floor, New York, NY 10019. |
| Integrations | The product page lists back-office integrations with Intelliflo, Iress, Plannr, and FNZ. | InvestCloud says integrations transfer client data securely in real time and specifically names MX for importing accounts and loans. |
| Purpose | EVPro is an end-to-end financial planning solution for advisers to assess, build, stress-test, review, and solve client plans. | NaviPlan provides financial planning tools for professionals, from goals based assessments to retirement income scenarios and estate planning. |
| 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. | InvestCloud provides a NaviPlan trial request page; it does not state a trial duration there. |
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.