To help you and colleagues in the research and advice process we offer EVPro, a new, market leading planning solution to effectively help you manage your clients’ financial aspirations. Speak to your Business Development Manager about accessing EVPro. In addition, we offer an enhanced FE fundinfo solution to help you with all aspects of assessing and meeting your clients’ investment needs.
We also offer a new and integrated Capital Gains Tax Tool to help you calculate any realised gains or losses that your clients may or have incurred.
All of these tools are available on the Scottish Widows Platform’s brand new User Interface and are completely independent so can show no bias towards a Scottish Widows Platform solution.
