EValue enhances financial planning products

EXCLUSIVE: EValue has enhanced its suite of financial planning and forecasting products, Moneybee.


The products can be used as standalone financial planning and forecasting tools, or can be integrated into a portal that employers provide for staff.

The updates include:

  • A corporate individual savings account (Isa) fund picker. This provides the ability to filter and select a single-managed fund or portfolio of funds that reflect employees’ risk profiles. It enables employees to risk rate their selected funds, and readjust the percentage split to bring the risk rating in line with their desired investment terms.
  • Protection planner, which helps employees establish how much group income protection insurance is required to provide adequately for their families in the event of death or incapacity.
  • Isa forecaster, which illustrates the risk/reward trade-offs based on a variety of investment strategies to help employees choose the type that is right for them. It provides a term slider beneath a results graph so that employees can see the projected results on a yearly basis covering their desired investment term.
  • Moneybee guides. These comprise a set of 15 new guides aimed at providing employees with useful information and helpful tips in relation to investing.

Joanna Hall (pictured), sales and marketing director at EValue, said: “The idea is to help investors appreciate the implications of the choices they make, and help them consider the trade-off between risk and reward.”