Making technology a success for wealth management businesses and their clients

How Evotra can help you

Success every step of the way

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.

Free Guides

Managing technology and change in a wealth management firm is hard. Our guides cut through the noise with practical, experience-led advice on the challenges that actually slow you down.

rEsolve
rEsolve: ongoing support to get more from your technology
Xplan Healthcheck
Xplan Healthcheck: from insight to action
Xmerge excellence
Producing customised, branded documents directly from within Xplan can be challenging if you're not familiar with Xmerge coding. In this guide, we explain how Xmerge can propel your business forward.
All guides

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

Highly configurable and the only wealth CRM that serves both financial planning and investment management, Xplan can be hugely powerful when configured and maintained well. Whether you’re setting it up or trying to get more from it, our experts can help.

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.

Defaqto Unity

Defaqto Unity is Defaqto’s adviser technology offering, bringing together practice management, financial planning, research, panels and compliance within a unified operating model. Moving beyond traditional system integration, it aligns data, insight and governance across the adviser workflow to improve efficiency, strengthen oversight and support growth.

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

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 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.

Chief operating officer London-based financial planning business

I really can’t speak highly enough of the team, and all the help they have given to us, and me, in my transition to the role. I am very excited for the changes we can make together to get our team to where it needs to be!

Product Owner National wealth management business

I just wanted to drop you a quick note to thank you for such an insightful and engaging few days. You were incredibly effective in encouraging us to think creatively about what our ideal future could look like. I’m genuinely excited about what lies ahead and would like to thank you all for your knowledge and expertise in guiding us and bringing our ideas to life. Such an incredible team to be part of - thank you all.

Head of Strategy IFA Network

The sessions were really well structured, perfectly paced, and you all did a great job of keeping everything interesting and relevant throughout.

Regional Manager IFA Network

Great sessions and some really exciting content – which I think will drive advisers and the business forward in a more efficient and productive way… Cannot wait to see the results and excited for the whole team to see the benefits and how it could solve a lot of the manual inputs and back and forth we have. Really enjoyed the sessions and how you got the info out of us and got us thinking.

Compliance Director IFA Network
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