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What  is EATT?

EATT 2024 Disturbance Demo – EV

Synopsis:

In this demo EV will show you:

  • you can stress test market risk for a client’s plan within seconds
  • you can check a plan by stress testing against events outside of your client’s control
  • you can quickly find a solution to an issue with a plan

In their own words:

  • EV’s mission is to transform how financial services connect with individuals, providing intuitive customer-centric solutions designed to empower better financial outcomes for all.
  • EV delivers comprehensive, customisable financial planning solutions across the breadth of traditional and digital financial advice channels. Our engaging tools help financial advisers, and their clients navigate the complexities of financial markets.
  • Powered by our proprietary realistic stochastic asset model, our powerful calculations and strategic multi-asset allocations are used globally across the financial ecosystem by financial advisers, pension and platform providers, asset managers, banks, and building societies, to name but a few.

Our Analysis

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Company Info

HQ:  UK

Founded: 2010

Product Displayed: EVPro Goal Solver

Presenter: Andrew Storey

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What  is EATT?