Wesleyan Assurance Society: Wesleyan chooses EVPro as financial planning software solution

Wesleyan Financial Services has selected EVPro to support its 250 advisers in creating and managing client financial plans. EVPro is an end-to-end financial planning solution created by financial software provider EV. It covers the complete financial planning journey, from understanding the client's goals and assessing their risk profile to selecting suitable investments, carrying out cash [...]The post Wesleyan chooses EVPro as financial planning software solution appeared first on Money Marketing.