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 is EVPro?

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.

Key benefits: here are just some of the great benefits you can enjoy with our financial planning software for advisers;

Reduce the risk of misaligning your advice process: deliver consistent, repeatable advice, underpinned by the same risk descriptions, all in one place.

Spend more time with clients and on the things you enjoy: enhanced configuration supports the efficiency of your advice process. Saving you time and resources.

Demonstrate your true value: show the value of your advice with a user-friendly interface and engaging client experience, building trust and increasing client understanding.

Avoid fines, mitigate risk and feel confident in the advice you deliver: prove the suitability of your advice with evidence that meets your regulatory requirements. 

Increase client confidence with realistic future modelling: help your client meet their financial objectives more of the time, using real-world forecasting methodology to build long-term client confidence. 

Tailor to your individual client needs: Build a robust advice proposition and improve repeatability according to your client’s risk appetite and objective.

Our holistic financial planning software for advisers comprising of five integrated modules that, when combined, help you deliver a complete advice journey to your clients, including;

•  EVPro Risk
• EVPro Invest
• EVPro Goal
• EVPro Solver
• EVPro Review 

About Us

Operating as an independent organisation for the last 11 years, backed by a further 18 years of financial services consultative experience, EV connects and empowers its financial intermediary partners with intuitive, customer-centric advice and guidance software and investment solutions. Powered by a proprietary market-leading financial investment model, EV's calculations and asset allocations are used globally across the financial ecosystem by financial advisers, pension and platform providers, asset managers, banks, and building societies, to name but a few.

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.