rEsolve for Fintel
'Empowering retail financial services through connected technology and smart workflow'
Fintel IQ is a customisable, connected technology and workflow platform developed through two-way API integrations between technology providers including Intelligent Office, Plannr, Defaqto, VouchedFor, Competent Adviser, Synaptic, ifaDASH, APS, and Owen James.
It brings these systems together into a modular, connected platform, enabling large and progressive advice firms to run and scale their businesses more effectively while benefiting from a ‘best of breed’ approach.
Our Approach
We employ a unique joint delivery model in collaboration with both our clients and Fintel, ensuring that every project is a true tripartite partnership. By combining proven methods, industry-leading tools, and best practices, we deliver a structured and customisable approach that not only ensures projects are completed on time and within budget but also drives long-term value and measurable outcomes.
This collaborative methodology is at the heart of our process, enabling us to tailor our solutions to your unique business needs while promoting continuous improvement and operational excellence.
Expert Support Throughout Implementation
Our team of experienced consultants and dedicated training and support experts gives you access to specialist skills at every stage.
We work closely with your inhouse teams and Fintel’s experts to integrate the product suite into your existing ecosystem. Our tailored approach ensures that the solution is customised to fit your unique business processes, minimising downtime and disruption.
Critically, the tap doesn’t get switched off when you go live. Delivered by Evotra’s dedicated wealth tech specialists, rEsolve by Evotra offers software-specific services that help your business and people get the very best from Fintel’s product suite past implementation phase and into Business As Usual.
Whether it’s outsourced site administration, MI reporting, BAU change management, or continuous improvement planning, we provide all the wraparound support you need to make your technology work the way you want.