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EVPro

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What EVPro is

EVPro is financial planning software for advisers, with tools to assess, build, stress-test, review and solve client plans. Its modules cover risk profiling, investment analysis, cash-flow planning and portfolio construction. EVPro Risk uses psychometric, behavioural, knowledge-based and sustainable investing questions. EVPro Invest analyses existing investments and supports suitability assessments against a client's objectives and risk appetite. EVPro Goal builds cash-flow plans for pre-retirement, retirement and post-retirement, and models the chance of meeting expenses across more than 1,000 market scenarios. EVPro Portfolio can risk-rate funds, create model portfolios, display asset allocations and import model portfolios in bulk. Solver adds optimisation and stress tests to Invest and Goal; Review adds plan analysis, amendments, client communications and firm-level oversight to Goal. Listed back-office integrations include Intelliflo, Iress, Plannr and FNZ. EVPro also includes Just Group Secure Lifetime Income in income drawdown functionality and uses iPipeline for annuity rates. It runs on web and is available for Android, iOS, macOS and Windows, with browser support varying by platform. EVPro is paid, and prospective users can book a demo to trial it. EVPro launched in 2022; its maker, EValue Limited, began its journey in 1993 and is based in Newbury, Berkshire.

Who it suits

EVPro is aimed at financial advisers who need tools for risk profiling, investment suitability, retirement cash flow and portfolio planning. Its optional Solver and Review modules may suit advisers who also need plan optimisation, stress testing or firm-level oversight.

What it does well

Models expenses across more than 1,000 market scenarios.
Risk profiling includes sustainable investing questions.
Portfolio tools can risk-rate funds and import model portfolios in bulk.
Lists integrations with Intelliflo, Iress, Plannr and FNZ.
EV states EVPro conforms to WCAG Level AA.
Available on web, Android, iOS, macOS and Windows.

What to know first

Pricing is available on request.
The trial is arranged through a booked demo, with no stated duration.
Solver and Review are optional bolt-on modules.
Browser support varies across listed platforms.

Limits

Pricing is available on request, and the demo-based trial has no stated duration. Solver is a bolt-on for Invest and Goal, while Review is a bolt-on for Goal.

Plans

Plan	Billed and limits	Price
EVPro	Pricing not stated; book a demo to learn more	On request

As ev.uk lists them, read 8 Oct 2026. The maker's own page has the final word.

Getting started

Visit the EVPro product page.
Book a demo to arrange a trial.
Ask EV for pricing.
Choose a supported platform and browser for access.
Arrange an iO app trial with Sales and have Support enable it after installation, if using that integration.

Verdict

Choose EVPro if you advise clients and want risk, investment, cash-flow and portfolio tools in one planning solution. Its optional Solver and Review modules extend the core tools, while pricing requires a request; prospective users can book a demo to trial it.

Questions

How much does EVPro cost?

EV lists pricing on request and invites prospective users to book a demo.

Can I try EVPro?

EV invites prospective users to book a demo to trial EVPro. No trial duration is stated.

Which platforms does EVPro support?

EVPro lists web, Android, iOS, macOS and Windows. Supported browsers vary by platform.

Which integrations are listed?

The product page lists Intelliflo, Iress, Plannr and FNZ back-office integrations. EVPro also uses iPipeline for annuity rates and includes Just Group Secure Lifetime Income in income drawdown functionality.

Are Solver and Review included?

Solver is a bolt-on for EVPro Invest and EVPro Goal. Review is a bolt-on to EVPro Goal.

Who makes EVPro?

EVPro is made by EValue Limited, based in Newbury, England. EV says its journey began in 1993, and EVPro launched in 2022.

Facts from EVPro's own pages

Accessibility: The EV knowledge base states that EVPro conforms to WCAG Level AA. · knowledgebase.ev.uk, 8 Oct 2026
Audience: EVPro is presented as financial planning software for advisers and the company says it enables advisers to engage with clients more efficiently. · ev.uk, 8 Oct 2026
Cash flow planning: EVPro Goal creates cash flow plans for pre-retirement, retirement, and post-retirement stages and models the probability of meeting expenses across more than 1,000 market scenarios. · ev.uk, 8 Oct 2026
Company: The maker is EValue Limited, whose registered office is in Newbury, England, and whose registered number is 07382500. · ev.uk, 8 Oct 2026
Company history: EV says its journey began in 1993 and that EVPro launched in 2022. · ev.uk, 8 Oct 2026
Founded: 1993 · ev.uk, 28 Sept 2026
Headquarters: Newbury, Berkshire, United Kingdom · ev.uk, 28 Sept 2026
Integrations: The product page lists back-office integrations with Intelliflo, Iress, Plannr, and FNZ. · ev.uk, 8 Oct 2026
Investment analysis: EVPro Invest analyses existing investments and supports suitability assessments against client objectives and risk appetite. · ev.uk, 8 Oct 2026
iO integration: The Intelliflo Office app integration copies client, plan, income and expense details into EVPro, subject to user permission to access iO data. · knowledgebase.ev.uk, 8 Oct 2026
Optional modules: EVPro Solver is a bolt-on for Invest and Goal, while EVPro Review is a bolt-on for Goal. · ev.uk, 8 Oct 2026
Partner data: EVPro includes Just Group Secure Lifetime Income in income drawdown functionality and uses iPipeline for annuity rates. · ev.uk, 8 Oct 2026
Portfolio tools: EVPro Portfolio can risk-rate funds, build model portfolios, show asset allocations, and import model portfolios in bulk. · ev.uk, 8 Oct 2026
Purpose: EVPro is an end-to-end financial planning solution for advisers to assess, build, stress-test, review, and solve client plans. · ev.uk, 8 Oct 2026
Retirement partnerships: EVPro includes Just Group’s Secure Lifetime Income in income drawdown functionality, and its annuity rates are powered by iPipeline. · ev.uk, 8 Oct 2026
Review: EVPro Review is a bolt-on to EVPro Goal for analysing, amending and communicating client plans and providing firm-level oversight. · ev.uk, 8 Oct 2026
Risk profiling: EVPro Risk includes psychometric, behavioural, knowledge-based, and sustainable investing questions. · ev.uk, 8 Oct 2026
Security and compliance: The company page displays an ISO 27001 badge, and EV says its advice technology evidences outputs to regulators, including what was not advised and why. · ev.uk, 8 Oct 2026
Solver: EVPro Solver is a bolt-on for EVPro Invest and EVPro Goal that provides plan optimisation and stress tests. · ev.uk, 8 Oct 2026
Supported browsers: EV lists Edge, Chrome, and Firefox on Windows; Chrome on Android; and Safari on iOS and macOS as supported browsers. · knowledgebase.ev.uk, 8 Oct 2026
Trial: EV says users can trial EVPro by booking a demo; for the iO app, a trial must be arranged with Sales and enabled by Support after installation. · knowledgebase.ev.uk, 8 Oct 2026
Trial and demo: The product page invites prospective users to trial EVPro by booking a demo, but does not state trial duration or whether it is free. · ev.uk, 8 Oct 2026

Where EVPro stands on Freedom251

Financial Planning Software#9 of 34