EValue Developer Portal – your gateway to a more engaging financial future
Designed to be intuitive for a speedy and seamless implementation
Instant access to forecasts covering a range of intricate planning and advice calculations
Built on a foundation that has supported our clients’ ambitions for over 20 years
A suite of cutting edge APIs to drive your digital transformation and innovation
Capacity for Loss
Forecasting a collection of risk profiles to determine which achieves target fund value with a high likelilhood.
Chance of beating cash
An upgrade to the Investment Forecast, which shows the probability of the investment beating cash.
Chance of Beating target
An upgrade to the Investment Forecast, which shows the probability of the investment beating a specified target.
Chance of capital loss
An upgrade to the Investment Forecast, which shows the probability of losing money on the investment.
Investment Backsolve One-off Contribution
An upgrade to the Investment Forecast, which calculates the one off contribution required to meet a specified target.
Investment Backsolve Regular Contribution
An upgrade to the Investment Forecast, which calculates the regular contributions required to meet a specified target.
Returns stochastic forecasts from EValue's calculation engine and Insight asset model, based on a range of input variables such as fund allocation, contributions and charges.
Annuity Backsolve Regular Contribution
Calculates the regular contribution required to achieve retirement objectives based on pension details, retirement age, required annuity income and likelihood of hitting target.
Annuity Backsolve Retirement Age
Calculates the age at which an employee can meet a target retirement income when buying an annuity. Accommodates multiple pensions and investments and a target income can also be set.
Calculates annuity forecast, plus value at retirement and lump sum, where relevant. Multiple pensions and investments allowed plus State pensions. A target income can also be set.
Budget Planner Retirement
Calculates the total net target required to meet expenses in retirement and then provides the gross target that will be required to meet this target based on current income tax bands and rates.
Age "money runs out" calculator as per the Drawdown Forecast API. Multiple pensions and investments allowed (across multiple ‘users’), including workplace pensions input via admin tool, plus State pensions and DB pensions.
Drawdown Backsolve Income
Calculates the probability of achieving a target income for a given period of time based on starting age and contributions. Accommodates multiple pensions and investments plus State and DB pensions.
Drawdown backsolve regular contribution
Returns employee contibutions needed to meet a target retirement income until a set end age.
Drawdown Backsolve retirement age
Calculates the retirement age at which an employee can meet a target retirement income until a set end age, when processing income drawdown.
Calculates over-time drawdown income and pot size results plus lump sum, where relevant. Multiple pensions and investments can be input, plus State pensions and DB pensions. Workplace pension scheme structures can be input via admin tool.
Pension Lump Sum Forecast
Calculates the 100% lump sum value that could be taken at retirement, including the tax that would be paid if this was the only income received during the year of retirement.
Retirement Forecast Advanced
Calculates annuities and drawdown results for different types of pension and investment, for different lives over each year. Inputs can include multiple pensions, investments and goals.
Determines whether the user's proposed lump sum investment and monthly contributions are affordable in terms of monthly income and outcome, as well as considering outstanding debt and mortgage commitments.
Calculates the life expectancy of a person and an optional spouse based on their date of birth and gender.
Lisa vs Pension
Enables an investor to determine if they would be better off saving into a LISA or a pension for retirement by calculating the uplift (or tax advantage) when investing into either of these savings vehicles.