Mortgage technology provider Twenty7tec has partnered with EV to provide over 2,500 advisers with access to EV’s attitude to risk questionnaire (ATRQ).

The integration will make EV’s risk suitability functionality available seamlessly within Twenty7tec’s adviser platform via an application programming interface (API).

EV’s ATRQ includes various psychometric and behavioural questions to provide a detailed understanding of a client’s risk profile. Its illustrations and descriptions tool support deeper conversations with clients about investment risk, helping advisers fulfil the consumer understanding outcome of the Financial Conduct Authority's (FCA’s) Consumer Duty.

Future integration plans later this year and in 2025 will also see EVPro made available at a later stage, Twenyt7tec also confirmed. EVPro is a planning solution that covers the whole advice journey, from understanding the client’s goals and assessing their risk profile to selecting suitable investments, carrying out cashflow modelling, stress testing, and reviewing the overall plan.

“By combining our proprietary technology with market-leading third-party providers, we can support advisers in delivering exceptional client outcomes faster and more efficiently,” said Twenty7tec CEO, James Tucker.

“With this latest integration, we are adding EV’s proven risk suitability functionality at no additional cost to our platform, offering advisers a powerful ATQR process that helps meet their Consumer Duty responsibilities.”

Chief commercial officer at EV, Gary Wheeler, added: “Our extensive experience in delivering API-powered customer journeys means we can quickly and easily create integrated solutions, building on existing technology to further expand our footprint among advisers.

“This is the first step in a long-term partnership with Twenty7tec, and we look forward to working together to help adviser firms develop stronger, more efficient processes that support better client engagement and outcomes while meeting the regulator's demands.”

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