Resolve – Evotra

Software-specific support when and how you need it

rEsolve helps wealth management firms
of all sizes to get the best from their 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.

If you’re already using any of these — or are planning to — rEsolve is for you

Delivered by the expert team at Evotra, it gives you access to all the support you need, when and how you need it so your business can reap the full benefits of your chosen technology

How can help?

Think of us as an extension of your business that’s here for those things you don’t have the internal capability or capacity for

We’ll take the lead from you but here are a few examples…

Your challenges… Your technology rollout needs project managing and you don’t have a project manager.

…rEsolved We have expert Project Managers who are some of the most experienced in the UK at rolling out these specific software products. We can provide a dedicated project manager to work collaboratively with your change team for as long as you need them.

Your challenges… You want to build workflows in your new system but you don’t have your target state business procedures documented anywhere for the tech vendor to use as a basis for the system configuration.

…rEsolved We have some exceptional Business Analysts, all of whom have worked either in tech, or wealth, or both. They will sit down with your business practitioners to firstly understand your ‘as is’ business processes, and then to create your ‘to be’ processes to fully benefit from the features of your new technology.

Your challenges… You need to fix your legacy data before rolling out your new portal.

…rEsolved No problem. We can advise you on the most efficient ways to remediate your legacy data, as well as reviewing your business processes and monitoring methods to see how you can leverage automation to minimise data entry errors going forward.

Your challenges… You’ve got low adoption amongst your business practitioners.

…rEsolved Our Business Readiness consultants are highly experienced in working with stakeholders at all levels to understand what’s hampering adoption, and how best to address it. We can provide internal comms, training, user guides, videos and live user support – whatever’s needed to ensure your employees feel confident and supported in the journey.

Your challenges… You’ve gone live with your new technology, and you have a roadmap of enhancements you’d like to make. But you don’t have the time or knowledge to implement them.

…rEsolved No problem! Our team can provide as much or as little support you need. We can help you prioritise based on estimated effort and impact, and then we can work with you to implement the changes at whatever pace suits you – whether that’s as soon as possible post go-live, or on a gradual basis over a longer period of time.

Your challenges… You want to get Management Information reports out of your system but you don’t know how to build them most effectively or present them in a stakeholder-friendly way.

…rEsolved A successful MI strategy isn’t just about building some spreadsheets (although that is a key part of it!). We understand the underlying data structures in our specialist technologies and we’ll spend time with you and your business practitioners to understand the needs and wants of every stakeholder in your business.

Your challenges… You have a Product Owner in the business already and we don’t want to replace them, but they just don’t quite have the expertise to handle the more complex user queries across all areas of the technology product.

…rEsolved That’s absolutely fine. We’ll work alongside that person to agree a process that works best for them. That could include some ‘hand holding’ on the more complex items, or a train-the-trainer approach, or simply keep the bits you’re happy doing and just send us anything you don’t have the time or capacity to handle.

Your challenges… Your Product Owner has become a single person dependency and we encounter business continuity issues whenever they’re off sick or on holiday.

…rEsolved You can choose to use us as much or as little as you like, so if you know there’s going to be a period of time when you might need to direct more queries our way, no problem! Just let us know and we can agree the best way for your other business users to get in touch with us.

How does rEsolve work?

rEsolve is shaped around you and your business so how we work together will depend on your technology and your business needs.

Specialist expertise

Draw on the skills of a diverse team of technical experts and knowledgeable former financial planning and investment management practitioners.

National coverage

With a UK-wide team from Edinburgh to Exeter, onsite support is never far away.

A flexible approach

Request help with big, complex projects, raise individual rEsolve helpdesk tickets and everything in between.

Cost-effective support

Pay for as much or as little as you need and avoid the expense of building and maintaining an internal team.

No minimum term or exit penalty

Just a one-month notice period to ensure a smooth handover of outstanding work to your in-house team.

We’d love to help your business make a success of its technology

For a chat, please get in touch

020 3410 1966 [email protected]

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 Keagan, Tisha and Nirri, 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

FAQs

I’m an existing client of Evotra’s rEsolve service. How do I request support from the rEsolve helpdesk team?

If you’re an existing member of our rEsolve service, you can raise a ticket by logging on via the rEsolve portal on our website or you can email [email protected].

I’m not yet a client of rEsolve. How do I request support from the rEsolve helpdesk team?

You do need to register with us first so that we can set you up with access and ask you to sign our standard service agreement, but this only takes a few minutes. Just call us on 020 3410 1966 or email us at [email protected].

We haven’t yet selected our CRM system. Can you help with our technology vendor selection?

Yes. As you’ll see from our website, we do offer specialist services for specific technology platforms, but our broad background across wealth and financial services technology means we are also experts at helping businesses select their technology right from the start of the process.

How much does it cost?

Every business – and every technology product – is different, and we’re really happy to cater to bespoke needs, so it does vary. Some of our rEsolve clients choose to engage us for a fixed number of hours per month on ‘retainer’ style arrangement, to help with their budgeting and planning. We’ll then commit to delivering that much effort, on whatever they need, at a fixed hourly rate. The more hours you commit to per month, the lower the hourly rate. Other clients choose to work with us on a pre-agreed programme of work, in which case we’ll provide estimates upfront and then charge on a ‘time and materials’ basis. As a guide, our aim is for our live support service to cost less than it would cost you to hire the necessary number of in-house site administrators – and with the added benefit of our unrivalled expertise and removing the risk of key person dependencies if you were to try to resource it in-house.

What things should we consider before and after a large-scale data migration?

This is one of our specialist areas. In fact, we’ve managed so many data migrations in wealth technology that we’ve lost count! Have a read of our article here for some ideas of things you might want to think about before and after a data migration.

rEsolve helps wealth management firms of all sizes to get the best from their chosen technology