If you’re using – or plan to use – Moneyinfo’s digital client portal, you can get essential support through rEsolve to help you and your clients get the best from it
rEsolve is here to lighten the load and give you the expertise you need to make your investment in Moneyinfo technology a success. We’ll work alongside you, as part of your team, to provide all the help you need in the way that works best for you.
Our skills and experience open the door for any financial advice or investment management firm to take advantage of Moneyinfo’s state-of-the-art technology. We’re already supporting many firms like yours on their technology journey and we know exactly how to get this right for you.
You’ll benefit from our knowledge, we’ll do the heavy lifting for you and it’ll be more cost-effective – and less stressful – than doing it yourself.
Get in touch to find out more about how rEsolve can help your business with Xplan!
This will depend on the services you choose and the scope of your technology implementation. Once we’ve discussed your needs, we’ll provide a bespoke estimate for you.
There’s no silver bullet. Every business – and indeed every individual working within a business – is different. But the one thing bonding us all together is that it’s human nature to be nervous of change, especially in technology!
That’s why we’ve built a team of trainers who don’t just deliver typical ‘training’ as you know it. They come from careers in wealth, not technology, and that means that they will focus on understanding your business practitioners and their specific concerns. They’ll then ensure that any training is delivered to the right individuals, in the right format.
We’re also strong advocates of thinking carefully about which features you plan to roll out on Day 1, and which features could be incrementally introduced on a gradual basis afterwards, in order to make it easier for employees to learn their new technology with the added bonus of having a pipeline of feature enhancements to roll out to clients in the future.
Finally, we can handle all the internal communications for you (if you like) and design a post go-live support programme that will not only help you deliver a successful portal implementation, but will also future-proof your solution so that your user champions and product owners will feel like they can hit the ground running when the baton gets handed back to them.