EVPro
EVPro: A deep UK-focused toolkit for tax, risk, cash flow and investment analysis. Ranked #9 of 34 in Financial Planning Software by our editors (8.6/10); pricing: Pricing on request; best for UK advisers needing deep tax and risk analysis.
At a glance
- Editor score8.6 / 10
- PricingPricing on request
- Best forUK advisers needing deep tax and risk analysis
- Scenario analysisYes
- Founded1993 · Newbury, Berkshire, United Kingdom
- Facts checked20 Sep 2026
Where it wins
- Covers tax, cash flow, goals, risk and investment suitability
- Runs stochastic modelling across more than 1,000 market scenarios
- Integrates with Intelliflo, IRESS, Plannr and FNZ
Where it doesn't
- Pricing is sales-led rather than self-serve
- A client portal is not part of the verified product scope
- Back-office connectivity is concentrated in selected systems
Our verdict on EVPro
EVPro is an end-to-end financial planning solution from EValue Limited for financial advisers and paraplanners. Its scope spans client risk profiling, investment suitability, cash-flow planning, goal modelling, tax calculations, portfolio risk rating, plan reviews and firm-level oversight. The modular product includes EVPro Risk, Invest, Goal, Portfolio, Solver, Review and Quarterly Insights, supporting planning across accumulation, retirement and decumulation stages.
Pricing is handled through a tailored demo and sales conversation rather than published self-serve tiers. That model suits firms seeking a configured planning system, but gives buyers less immediate visibility into package comparisons. The functional depth is the main attraction: EVPro covers income tax, capital gains, inheritance tax and investment taxation, alongside expense forecasting, asset-adequacy analysis, optimisation and stress testing. Its stochastic modelling uses more than 1,000 market scenarios, while risk profiling covers attitude to risk, knowledge and experience, capacity for loss and sustainability.
Platform coverage includes web, iOS, Android, macOS and Windows. Integrations listed for the product include Intelliflo, IRESS, Plannr, FNZ, iPipeline and Just Group, with back-office integrations specifically identified for Intelliflo, IRESS, Plannr and FNZ. This makes EVPro a strong fit for UK advice practices that need connected analysis across tax, investments, goals and risk. Firms seeking broad planning depth should shortlist it; buyers prioritising a client portal or transparent self-serve pricing should consider alternatives.
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EVPro pricing
EVPro fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Cash-flow modeling | Yes |
| Goal planning | Yes |
| Tax planning | Yes |
| Scenario analysis | Yes |
| Insurance planning | Not verified |
| Investment planning | Yes |
| Client portal | Not verified |
| Deployment | Cloud, Mobile, Desktop |
| Platforms | Web, iOS, Android, macOS, Windows |
| Integrations | 6 integrations: Intelliflo, IRESS, Plannr, FNZ, iPipeline, Just Group |
| Pricing | Pricing on request |
| Website | ev.uk |
| Facts checked | 20 Sep 2026 |
EVPro integrations
EVPro lists 6 integrations on its own site.
- Intelliflo
- IRESS
- Plannr
- FNZ
- iPipeline
- Just Group
Alternatives to EVPro
- RightCapitalA broad advisor platform spanning planning, analysis, collaboration, and client access.9.4
- eMoney AdvisorA broad planning suite for advisory firms that need client collaboration and analysis.9.3
- MoneyGuideA broad planning suite for advisors managing goals, retirement, tax, insurance, and investment scenarios.9.2
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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used EVPro for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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