EVPro review
A deep UK-focused toolkit for tax, risk, cash flow and investment analysis.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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 pros and cons
- 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
EVPro fact sheet, pricing and score →
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