EVPro serves as a comprehensive financial planning solution, providing all the necessary tools to ensure your clients’ financial goals are achieved seamlessly from start to finish. This includes risk profiling, investment suitability analysis, cash flow planning, and stress testing. EV's state-of-the-art cashflow planning tool alone facilitates effortless navigation through your clients’ financial journeys. Utilising their advanced stochastic cash flow model, which is based on 10,000 possible scenarios, up to 1,000 stress tests at a time, you can meticulously assess your clients’ plans. Additionally, you can propose and evaluate tailored retirement income strategies, optimising your plans for the best financial outcomes.

Find out more here.

With FE CashCalc, the country’s leading cashflow modeller, you'll be able to create and stress test powerful and engaging lifetime cashflow plans which will bring your client's financial situation to life. Generate clear and concise reports that you can share with your clients, helping them to visualise the impact of different financial decisions. From planning for specific events through to creating Secure Lifetime Income quotes, you’ll be able to help your clients more accurately plan for the future.

Find out more here.

FinCalc provides financial advisers with a platform that enhances the client journey and facilitates compliance with consumer duty requirements. Their array of financial tools and calculators spans multiple advice areas, offering a clear and consistent reporting style. The cashflow modeller includes a Secure Lifetime Income live quote option, enabling you to effectively highlight alternative retirement income strategies to your clients.

Find out more here.

Timeline Planning provides clear, compelling financial plans that give your clients confidence and conviction. You can take your clients through fact find and risk profiling, to planning and stress-testing their portfolios – and it’s perfect for modelling how an innovative guaranteed income producing asset can enhance retirement portfolios.

Find out more here.

Copia offers a range of MPS services tailored to suit various business strategies. These include ‘ready to go’ MPS portfolios, IFA-branded MPS Plus service to bolster client marketing, and a bespoke MPS Custom service designed specifically for a client base. As a DFM service provider, Copia prides itself on its flexibility and can conduct research for advisers looking to develop their own portfolios.

Find out more about Copia’s “ready to go” SLI portfolio, Retirement Income Plus here.

Adding to Invesco’s suite of risk-targeted model portfolio services, Invesco and Just are partnering to launch the new Managed Retirement Solution. Pairing discretionary models with Just’s SLI and risk rated as a holistic solution, the specifically optimised investment portfolios will be able to take on more risk, offering enhanced capital growth potential in addition to the greater comfort provided by a guaranteed income.

Learn more here.

Evidence-based MPS provider Sparrows Capital and Just have partnered to launch a retirement income solution, SCore-D, to help advisers navigate the financial risks their individual clients may face in decumulation. SCore-D provides an innovative framework for advisers to allocate to Just’s guaranteed income producing asset alongside Sparrows’ award-winning capped-fee SCore MPS portfolios within SIPP wrappers on platform. 

Find out more here.

7IM believe in the power of a proper financial plan and it’s their job to help you deliver it. Whether that’s with technology and an award-winning investment platform, multi-asset investments to suit any philosophy, helping your clients with retirement planning, or cases that require a little bit more, they’re here to stand alongside you.

Find out more here.

Wealthtime is a next-generation adviser platform business that combines award-winning service with top-tier technology to give you a smarter platform experience. Aligned to the needs of your business, Wealthtime will work with you to create great outcomes for your clients.

Find out more here.