EVPro vs Timeline
EVPro
ev.ukTimeline
timeline.coSide by side
| Figure | EVPro | Timeline |
|---|---|---|
| Price from | — | £0.01/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 1 | 3 |
| Spec score · Financial Planning Software | 8.6 (#10) | 7.4 (#24) |
| Audience | EVPro is presented as financial planning software for advisers and the company says it enables advisers to engage with clients more efficiently. | Timeline Planning is described as exclusively for UK financial advisers. |
| Company history | EV says its journey began in 1993 and that EVPro launched in 2022. | Timeline's about page traces its history to Finalytiq's launch in 2016 and says Timeline launched in 2018 to help advisers address decumulation using real data. |
| Founded | 1993 | 2018 |
| Headquarters | Newbury, Berkshire, United Kingdom | 70 Gracechurch Street, London, EC3V 0HR, United Kingdom |
| Integrations | The product page lists back-office integrations with Intelliflo, Iress, Plannr, and FNZ. | The platform page says it connects with Intelliflo, Plannr and Woven through its Seccl partnership and supports data from more than 20 platform providers. |
| Purpose | EVPro is an end-to-end financial planning solution for advisers to assess, build, stress-test, review, and solve client plans. | Timeline describes itself as an integrated planning, investing and platform ecosystem for financial advisers. |
Plans
Timeline
- Timeline Portfolios£0.09 a year
- Timeline Platform£0.15 a year
- Timeline Planning£135 a month
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.