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We provide our customers with the technology and our pioneering asset model to help their customers make better informed decisions about their finances.

About EValue

Our tech helps you guide people through their options. It transforms how you serve your customers. And it lets you embrace digital and all the benefits it brings.

We work with some of the UK's largest financial services companies as well as innovative start-ups. Using our technology, they deliver personal and engaging digital advice and guidance. And they use our asset model to drive informed investment decisions.

So, whatever journey you're embarking on or challenge you need to face, we’re here to support you.

Meet the team

Take a look at our company brochure for more details on who we are.

We've been innovating for over 20 years – and we don't plan on stopping now.

First to give power of stochastic modelling to customers

First in the world
to give the power of stochastic modelling to customers

Led discussions with the FSA to permit stochastic forecasting for regulated investment products

Led discussions
with the FSA to permit stochastic forecasting for regulated investment products

Created unique tech to optimise portfolios, letting advisers maximise returns for a desired level of risk

Created unique tech
to optimise portfolios, letting advisers maximise returns for a desired level of risk

First to develop retirement models that take all forms of wealth into account

First to develop
retirement models that take all forms of wealth into account, including home equity release

First to model income drawdown strategies for retirees, holistically

First to model
income drawdown strategies for retirees, holistically

First to accurately forecast the new economic reality

First to accurately forecast
the new economic reality created by ultra-low interest rates, completing the work of economist Fischer Black

We’re constantly finding new ways to help our clients and their customers.

The beginning

1993 EValue founded

The EValue team is established within Towers Perrin, now Willis Towers Watson.

1999

EValue helps the FSA introduce stochastic modelling for regulated products.

2008 Asset Allocations

The start of our asset allocation service for use in a range of risk targeted funds.

2011 EVALUE LTD

EValue becomes an independent company, associated with Financial Express.

2013 INSIGHT LAUNCHED

Upgrade to economic scenario generator taking advantage of advances in computing and ensuring suitability for extremely low interest rate environment.

2015 NEW PENSION FREEDOMS

Pensions Freedom Planner launched and accessed by 52,000 consumers.

2016 ROBO ADVICE

Working with prominent financial institutions on automated advice.

EValue's History

1993 EValue founded

The EValue team is established within Towers Perrin, now Willis Towers Watson.

1999

EValue helps the FSA introduce stochastic modelling for regulated products.

2008 Asset Allocations

The start of our asset allocation service for use in a range of risk targeted funds.

2011 EVALUE LTD

EValue becomes an independent company, associated with Financial Express.

2013 INSIGHT LAUNCHED

Upgrade to economic scenario generator taking advantage of advances in computing and ensuring suitability for extremely low interest rate environment.

2015 NEW PENSION FREEDOMS

Pensions Freedom Planner launched and accessed by 52,000 consumers.

2016 ROBO ADVICE

Working with prominent financial institutions on automated advice.