Your technology partner. Not just your support desk
rEsolve gives financial advice and wealth management firms access to specialist expertise, proactive thinking and hands-on support - so your technology works harder for your business, and you can focus on what matters most.
We do the thinking for you.
What is rEsolve?
rEsolve is our answer to that. It’s a flexible, cost-effective way for wealth management firms to access the specialist skills, wraparound support and proactive thinking they need to get the best from their technology - without the cost or risk of building it all in-house.
Delivered by a team with real experience in wealth management, rEsolve isn’t a helpdesk. It’s a thought partner, an extension of your team. One that’s already thinking about your next challenge before you’ve had a chance to raise it.
Our mission is simple: making technology a success for wealth management businesses and their clients.
Three things we do that most support services don’t
On-site visits
We come to you. Every month.
Some clients use it every month for something specific. Others call on it when they’ve got a lot on and want a clear head in the room. Either way, it’s yours. Just say when.
First call free
Call us. Don't think twice about it.
Any initial conversation - a quick query, a sense-check, a can you help with this? - doesn’t come off your bundle. In fact, not even the next stage - where we go away, discuss as a team, and figure out how best to help you - even THAT doesn’t come off your bundle.
Your hours start when we start doing the work. Call, email, Teams - whatever’s easiest. We’d far rather hear from you first than have you look for the answer somewhere else.
Sharing is Learning
We share what we're learning, every fortnight.
Not polished content for the sake of it. Real insight from people who are in the weeds of wealth management technology every day - thinking ahead so you don’t have to.
Plus these other benefits
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 specialists and former wealth management practitioners. We've worked in this industry – we understand the pressures, the language and the way these businesses actually operate.
National coverage
With a UK-wide team from Edinburgh to Exeter, onsite support is never far away.
A flexible approach
Big, complex projects or individual queries – or anything in between. rEsolve flexes around your needs, not the other way around
Cost-effective support
Pay for as much or as little as you need, and avoid the cost of building and maintaining an in-house team
No minimum term or exit penalty
Just a one-month notice period to ensure a smooth handover of any outstanding work to your team
Think of us as an extension of your team
We’re here for the things you don’t have the internal capability or capacity for - from big, complex projects to the everyday tasks that quietly drain your team’s time and focus
Some of the ways we help
Providing fractional Change & Transformation Office roles to help drive your technology strategy in the right direction
Managing your technology rollouts to keep projects on track and delivered smoothly
Setting up change champions and BAU forums to drive continuous improvement and release management
Providing skilled resource for quarterly valuation runs, easing pressure on your operations team
Fixing inaccurate client valuations by getting third-party data feeds right
Sorting legacy data to improve confidence, accuracy and integrity – strengthening everything from your client portal to valuations and MI
Delivering targeted training to advisers and operations teams, boosting skills and adoption rates
Designing workflows and processes that create efficiency and consistency
Extracting MI into clear, digestible dashboards that support better decision-making
Handling site admin overflow – whether that's everyday tasks you don't want to get bogged down in, or complex items you don't have in-house expertise for
Sound familiar?
If any of these feel like your world right now, it's worth a conversation.
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.
AI is changing how wealth management firms work. We can help you think it through
The challenge isn’t finding an AI product. It’s knowing where to start, which tools are actually ready for your use case, and how to integrate them into the way your business already works - without disrupting what’s running well.
That’s where rEsolve can help. We’re not tied to any particular AI platform or product. We work across your existing technology stack and help you think through where AI can genuinely reduce friction, remove manual steps and free up your people for the work that actually needs them.
Mapping where AI can make a real difference
Before implementing anything, it’s worth understanding where the genuine opportunities are. We’ll work with your team to map your end-to-end processes and identify where AI can meaningfully reduce manual work, improve data quality, speed up client servicing or support your compliance functions. Pragmatic, prioritised and specific to your business - not a generic AI strategy deck.
Embedding AI tools into your existing technology
Whether you’re already exploring Copilot, looking at AI features within your CRM, or considering third-party tools, we can help you configure and integrate them properly - thinking about how they connect to your existing systems, how your team will use them day to day, and what good actually looks like in practice
Keeping your team up to speed as things evolve
AI is moving fast. It can be hard to know what's worth paying attention to and what's noise. Through our fortnightly Sharing is Learning series, our consultants share what they're learning about AI tools in practice – what's working, what isn't, and what might be worth exploring for a wealth management business like yours.
A thought partner, not a product reseller
We don't have a commercial incentive to point you towards any particular AI product. Our only interest is in what actually works for your business. That means we'll tell you honestly when something isn't ready for your use case, when the risk outweighs the benefit, or when a simpler solution would serve you better. That's what a thought partner does.
The CRM systems we specialise in
rEsolve supports wealth management firms using any platform, but we have market-leading specialism in a certain few. We know these systems inside out – not just how they work, but how they work for businesses like yours
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 for the first time or trying to get more from an existing implementation, our specialists can help – from initial configuration and data migration through to ongoing optimisation, user training and site administration.
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.
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.
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.
Power BI
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.
Not sure if we cover your technology?
Get in touch - if we don’t, we’ll tell you honestly, and we may still be able to help
Here's what others say about us
We'd love to hear about what you're working with
Call us on 020 3410 1966, email hello@evotra.co.uk – or if you’d rather we came, just say the word.