Investment and Retirement Forecast Quick Tools Offer

Engaging tools that quickly and efficiently attract, engage and convert new clients for your financial advice business.

Risk tolerance and risk capacity are only the starting point of client discussions about risk. There's a need to efficiently help educate clients further about the impact of risk, the benefits of regular contributions, and the effect of the investment term.

We have designed two tools as the perfect expansion to the EVPro suite to support engagement and bridge the gap between a client's ATRQ outcome and their future expectations.

Based on the stochastic modelling abilities found in EVPro to work through 1000 different simulations, which are plotted on graphs to show the potential outcomes, they can quickly model scenarios that define and frame risk as the possibility of permanent loss and/or the possibility of running out of money, rather than in terms of volatility alone.

The tools can help you:

Save time and gain efficiency during your client discovery sessions
Improve your client engagement with easy-to-understand charts
Help your clients make informed decisions around their investments and retirement planning
Attract new clients with unique insights and a quick overview of their situation
Give your advice service a competitive edge

Get in touch through the form for a consultation or demo to find out more about how the addition of these tools can help you save time and engage your clients.

Not only this, but if you purchase the tools before the end of March you will receive 40% off!*

Take a look at how it's helping Tier One Capital elevate its client relations:

"We use EVPro Investment and Retirement Quick Tools and are very impressed with the ease at which they help us to explain investment risk and risk-efficiency to our clients and prospects. The tools elevate our client relations, cut down lengthy processes, support compliance, and best of all, enhance outcomes – making happy customers."

Paul Blight, Head of Wealth Management at Tier One Capital

Investment Forecast - EVPro Quick Tools

This tool has been built to enable advisers to swiftly show clients how much they might expect to get back if they held the investment for a set time. Match their risk profile and tax considerations.

By using the tool you will be able to answer the following types of client questions quickly:

How much is my investment likely to grow?
What do I need to invest in?
What impact does tax have on my investment?
What impact does my risk profile have?

You will receive the following three charts once the outcome is calculated:

Investment return
Investment vs cash
Investment over time

Retirement Forecast - EVPro Quick Tools

This tool has been built to enable advisers to quickly show clients what their pension might be worth based on investments, risk level and term.

By using the tool you will be able to answer the following types of client questions quickly:

What kind of income can I expect in retirement?
What impacts my retirement goals positively and negatively?
What is the impact of inflation on my retirement pot?

You will then receive the following charts once the outcome is calculated:

Gross annual income
Fund value

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