Perfect portal rollouts
The perfect client portal rollout: a step-by-step guide for wealth managers.
Rolling out a client portal is challenging but in this guide, Evotra’s specialists lay out the steps that can help you succeed.
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.
- From smaller to larger
- From larger to smaller
Powerful MI through Power BI
Power BI can help you turn your data into clear, actionable MI to drive performance – and without your data leaving your own secure ecosystem. In this guide, see how Evotra is harnessing Power BI to create high-performing, cost-effective dashboards.
rEsolve
rEsolve: ongoing support to get more from your technology
Successful business readiness
If your people and processes aren’t ready for your new technology rollout, it’s unlikely you’ll get the best from the technology. This guide explains the importance and value of business readiness and shows you how to get your business ready.
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.
Xplan Healthcheck
Xplan Healthcheck: from insight to action