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FAQ Resources

Browse our FAQ section for frequently asked questions and common queries regarding the EValue solutions and service. Please download these documents for free from our resource section below.

"How To" Guides

How to recommend suitable funds that match the client's risk profile

How to recommend suitable funds that match the client's risk profile

In the first of our 'How To' series for advisers we'll be looking at what you need to consider...

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How to communicate the impact of risk to your clients

How to communicate the impact of risk to your clients

In the second of our 'How To' series for advisers we will consider the subject of risk and the...

 

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How to make sure that your forecasts are realistic

How to make sure your forecasts are realistic

In the third of our ‘How To’ series for advisers we’ll be looking at what you need to consider...

 

 

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How to establish a clients capacity for investment risk

How to establish a clients capacity for investment risk

In this fourth guide of our 'How To' series for advisers we will be looking at establishing a client...

 

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How to choose a growth risk questionnaire that is fit for purpose

How to choose a growth risk questionnaire that is fit for purpose

In the fifth of our 'How To' series we will consider the importance of a risk assessment question...

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How to engage employees with financial matters online

How to engage employees with financial matters online

In this 'How to' guide we'll be looking at the issues employers need to consider in order to engage...

 

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How to help your clients use their pensions freedom wisely

How to help your clients use their pensions freedom wisely

The new pension freedoms that came into effect in April 2015, may, at first, seem like a very atttactive...

 

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8-how-to-communicate-pensioHow to communicate pensions changes using online tools

How to communicate pension changes using online tools

Pension legislation is complex. If individuals fail to understand the pension options that are available...

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FactSheets

Risk suitability profiler

Risk Profiler

Risk profiler comprises an off-the-shelf psychometric questionnaire to help advisers establish the...

 

 

 

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API overview

API Portal Overview

APIs provide our clients with the ability to easily integrate EValue’s forecasting into their own...

 

 

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Risk suitability factsheet

Funds Risk Assessor

EValue’s Funds Risk Assessor tool is designed to help advisers select individual funds and a...

 

 

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Insight Asset Model Video

Background to Insight Asset Model

This video takes you through the background to the EValue economic scenario generator model...

 

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Risk suitability portfolio analyser document

Portfolio Analyser

Portfolio Analyser enables advisers to analyse a client’s existing assets both at product level...

 

 

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Advising on pension transfers document

Advising on pension transfer – Response to CP17-16

EValue welcomes the FCA’s Consultation Paper on pension transfers. In the light of the high level...

 

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Calculating the risk of rating portfolios

Calculating the risk rating of portfolios

This document sets out details of efficient portfolio construction against a risk rating scale...

 

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Risk rating funds resource

How do we risk rate a fund or portfolio?

Funds Risk Assessor can risk rate any investment proposition (whether an individual discretionary...

 

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Risk suitability factsheet download

Psychometric Risk Questionnaire

An integral part of giving advice is taking into account the risk profile of the individual and...

 

 

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Psychometric risk profiling document

Psychometric Risk Profiling

Risk profiler comprises an off-the-shelf psychometric questionnaire to help advisers establish...

 

 

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Psychometric risk questionnaire due diligence - October 2016

Risk Questionnaire Due Diligence

This document aims to look in detail at EValue’s standard risk questionnaire and show how it...

 

 

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Adviser protection planning document

Adviser Protection Planner

Protection Planner allows advisers to quickly and easily see the impact of providing protection...

 

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Advisor planning investment planner

Adviser Investment Planner

Investment Planner allows advisers to show the benefits of investing based on the client’s risk...

 

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Adviser planning resource

Adviser Lifetime Planner

EValue’s Lifetime Planner tool has been designed to help advisers work with their clients...

 

 

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Adviser planning pensions freedom planning document

Adviser Pensions Freedom Planner

EValue’s Pension Freedom Planner tool has been designed to help consumers explore their...

 

 

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Adviser retirement investment planner

Adviser Retirement Planner

Retirement Planner helps advisers to communicate the potential risk and returns of their client...

 

 

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Robo advice factsheet document resource

Robo Advice Foundation Solution

Robo-advice is going to evolve dramatically in the coming years. However, no matter which advice...

 

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Flexible retirement options for employers

Flexible Retirement Options

EValue’s Flexible Retirement Options tool helps employers to clearly and impartially communicate...

 

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