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EV Pro Risk

Willingness to recommend

3.88/5

Integrations

3.57/5

Value for money

3.8/5

Service

3.59/5
Based on 86 reviews

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About the provider

EV’s off-the-shelf psychometric questionnaire lets you identify a client's attitude to risk. It communicates investment risk in several ways, using visuals, illustrations and descriptions. Different scales are available and adviser’s can either use the EV risk questionnaires or configure it their own – or third party – questionnaire. Pro Risk lets the adviser email the questionnaire to clients ahead of any meetings. The Pro Risk gives in-depth detail into a client's results. Rather than simply issuing a blanket profile, the adviser can see whether a client sits towards the lower, middle or upper end of a profile.

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NextWealth analysis

EV's risk profiling solution is mostly used by advisers via platform but some advisers also access their tools directly. While 78% of advisers say they use risk profiling tools, 9% of these say they use EValue. A further 8% say they use on platform tools, but we can't be sure how many of those are using EV tools. EV gets pretty good reviews, though they score slightly below the average of 7.2 out of 10. The 34 advisers that rated EValue gave them a score of 7 out of 10 on willingness to recommend.

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Integrations

Based on 86 reviews
3.57/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research

No integrations available for Back Office Systems

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

No other integrations available.

No integrations available for Platform

No integrations available for Research

Reviews

Willingness to recommend
Integrations
Value for money
Service
Easy to use and well integrated
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
Same as before
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
Easy system to use
Anonymous May 2022

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