Making technology a success for wealth management businesses and their clients

1 hour

average query response time

99.7 %

average datafeed reconciliation rate

50

total number of data migrations managed

60 +

total years’ wealth management experience

100 %

satisfied clients

Software-specific services to support you

Delivered by Evotra’s dedicated wealth-tech specialists, rEsolve offers software-specific services to support your business and your people in getting the best from your chosen technology.

Xplan by Iress

Thinking about implementing Xplan? Already using it but not sure you’re getting the most out of it? Our team of dedicated experts can help, with a range of packages designed to suit all budgets.

Plannr

A self-proclaimed “collaboration of smart advisers and bright developers”, Plannr is a beautiful tool for firms that want to keep things simple. But even the simplest of systems need a successful data migration and rollout, which we can help you with.

Curo by Time4Advice

Built on Microsoft Dynamics 365 and deployed on the Power Platform, Curo is a hugely powerful tool. As your implementation partner, we’ll work with you to ensure a smooth data migration and implementation for your business.

Moneyinfo

We can help you achieve maximum adoption of your new Moneyinfo client portal. Like you, we come from a wealth management background and we have first-hand experience of getting this right for both your employees and your clients.

PowerBI

Producing meaningful Management Information for stakeholders has never been so important. We can build a suite of bespoke interactive PowerBI dashboards designed specifically around your business.

Fintel IQ

Fintel IQ brings together leading technology providers, including Plannr, Defaqto, Synaptic and ifaDASH, into a modular, connected platform, enabling large and progressive advice firms to run and scale their businesses more effectively. Evotra can act as your implementation partner to help make that vision become a reality.

From project management and business analysis to configuration support, MI reporting and training you can access all the wraparound support you need to get your technology working the way you want

How Evotra can help you

Whether you’re embarking on your technology transformation programme or need additional support with ongoing site administration and user support, we have the knowledge and hands-on experience to help you.

Success every step of the way

About us

Going live with new technology and then getting the best from it in everyday operations is hard. We know because we’ve come from wealth management ourselves so we’ve been in your shoes.

That’s why Evotra was founded.

We’re a skilled team of specialists that’s here to help you succeed, whether you’re deep into your technology transformation or just taking the first steps.

Here's what others say about us

I just wanted to say how well I think the rEsolve system is working and say thanks for your help along with Meatab and Deepak

Chief operating officer London-based financial planning business

I know we still have a lot of work to do, but I really appreciate the professionalism you and your team have provided so far. I try not to think how it could have looked if I hadn’t ensured we got Evotra involved.

Head of Wealth National wealth management business

Thank you for all of you amazing work – it is making for a much happier workplace.

Director London-based financial planning business

Time has flown by and it has been great to see your business grow over the past 3 years – a testament to the hard work and quality of service everyone at Evotra has provided and continue to provide. Your ongoing help and support is very much valued.