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EV

Read 3 EV reviews and testimonials from customers, explore 3 case studies and customer success stories, and watch customer videos to see why companies chose EV as their Wealth Management Software

For 30 years, EV has been the tech innovator behind the UK's wealth management revolution. They're re-engineering the financial planning and advice process to make it more accessible and engaging for everyone, whether they prefer managing their money digitally or talking face-to-face.

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    Customer Videos
Customer Rating Review Score based on 280 reference ratings
4.8/5.0 (280)

3Testimonials

  • "Up to 25% of the UK adviser market who currently use EV’s Risk Ratings."

  • “EV’s risk-rating service, expertise and innovative technology are proving hugely valuable to advisers using LifeStrategy with their clients. Our relationship with EV means we’re able to offer low cost, uncomplicated …

  • "Our clients trust us to deliver the best service and solutions to meet their individual needs. EVPro helps ensure that the investments we recommend match the client’s attitude to risk. …

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3 Case Studies

  • Vanguard - Customer Case Study

  • Increasing Market Opportunities and Enhancing Investor Engagement

  • Transforming Adviser Recommendations and Client Satisfaction

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Additional EV Information & Resources

Read EV Reviews, Testimonials & Customer References from 3 real EV customers.

Browse EV Case Studies, Customer Success Stories, & Customer References from 3 businesses that use EV.