EVPro

Paid#9 of 34 in Financial Planning Software

Financial planning software for advisers and paraplanners

—Not yet scored

Visit EValue

EVPro— Visit EValue

At a glance

Editor score
Not yet scored
Pricing
Pricing on request
Best for
UK advisers needing deep tax and risk analysis
Scenario analysis
Yes
Founded
1993 · Newbury, Berkshire, United Kingdom
Facts checked
20 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.

EVPro pricing

Plans Pricing on requestPaid No free plan — trial or paid only. Prices re-checked Sep 2026.

See plans on ev.uk

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

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