EVPro: Iress Open Standard Integration

[melanie.meadwell]

Integration overview

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

  
Integration summary

EVPro is the game-changing, end-to-end financial planning tool that lets you assess, build, stress-test, review and solve your clients' plans all within the one easy-to-use solution.

Software type: Research and Cashflow Planning, Risk Rating

Locale:  United Kingdom

Contact details for integrator: support@ev.uk

Website for integrator: https://www.ev.uk/ 

Description provided by the integrator:

What if you could transform how you deliver financial planning and advice?

With EVPro, you can transform your advice experience through seamlessly connected
modules that adapt to your workflow:

Re-engineer Your Planning and Advice Experience :
● Profile risk precisely through 'Risk'
● Design strategies confidently with 'Invest'
● Map financial futures using 'Goal'
● Generate optimal solutions via 'Solver'
● Perfect strategies through 'Review'
● Stay market-aligned with 'Quarterly Insights'

Spend More Time With Clients:

EVPro’s modular technology adapts to how you want to work, maintaining consistency while
personalising each client journey. Effortlessly stress test over 1,000 scenarios, as easily as
checking today’s weather, so your clients can see how today’s discussions shape tomorrow’s
opportunities.

 Build Customer Confidence:
Help clients see possibilities through our initiative tools powered by our advanced stochastic
engine:
● Create accurate plans with over 1,000+ calculated scenarios
● Maintain compliance whilst enabling innovation
● Spend more time on client relationships and less time on administration
● Reduce the risk of misaligned advice process

Shape the Future of Advice :
For 30 years, EV has been the tech innovator behind the UK’s wealth management revolution.
Backed by eighteen years of forecasting expertise, EVPro is trusted by independent advisers
and financial institutions alike.

Our solution offers:
● comprehensive risk profiling, investment analysis, cash fl ow modelling, and stress
testing.
● Seamless integration of tools to deliver a complete advice journey.

Ready to Re-engineer Your Financial planning and Advice Experience?

Speak to our team today: www.ev.uk/book-a-call

About Us
For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.
We're re-engineering the financial planning and advice process to make it more accessible and
engaging for everyone, whether they prefer managing their money digitally or talking face-to-face.
We’ve built the technology to make any financial advice or guidance permutation you can imagine
possible, all wrapped up in an experience customers want to interact with. You can pick and
choose from as many modules as you need, creating an experience that’s entirely digital,
traditional, digital-hybrid, or even multichannel.
EV has partnered with some of the UK’s largest financial institutions, innovative start-ups, and
independent providers. They have already used our technology to reduce the cost of advice by up
to 66% and help retain customers for a lifetime.

Setup Instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress:  This integration has been enabled. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth).

In your third party integrator software: 

The Third Party has supplied this setup guide.