rEsolve for Plannr

With its straightforward, colourful platform, easy configuration and open API, Plannr is popular with wealth management firms that want the freedom to connect multiple third-party systems in a cohesive setup.

While Plannr is generally simple enough to manage day to day, there are times when expert support can make all the difference.

That’s where rEsolve comes in.

Evotra best placed to help with?

Because of the points above, most firms are actually able to maintain it themselves relatively easily, so the elements of our service that will PROBABLY be more useful are in areas like:

• rEsolve more than implementations
• Solutions architecture – figuring out the best of breed options, how to integrate, what APIs to use, what the data flow looks like, what’s your source of truth when it comes to multiple data sources, etc.
• Reporting – the out-of-the-box reporting options in Plannr are very simplistic. Our Power BI solution would be ideal for firms wanting something more complex/bespoke/granular.
• Implementation and portal rollouts – firms using Plannr are unlikely to have the in-house project teams as they’re often smaller and FP-only.

Whether you’re just starting out with Plannr or want to get more from your existing setup, rEsolve can help you get more from your technology.

Solutions architecture

We can help you design the right way to integrate Plannr with other systems – selecting the most appropriate APIs, designing your data flows and establishing a clear ‘source of truth’ across data sources and connected systems. This results in a more reliable and scalable system.

Advanced reporting

When you need to go beyond Plannr’s built in reporting – for example because you want more detailed, custom or granular insights – we can deliver exactly what you need through our Power BI reporting solutions. Download Here

Implementation and portal rollouts

If you don’t have a dedicated project team, we can step in and manage your Plannr implementation and client portal rollout for you. We’ll share our expertise and bring structure and clear communication to ensure your system is configured correctly, your team is fully prepared and your go-live runs smoothly.

It’s the combination of our tech expertise and first-hand knowledge of how wealth management works that our clients most value. We know what your clients expect, what the FCA demands and the processes, data and information you need to run a successful business. And we can provide a service that’s both cost-effective and delivered in a way that works best for you.

Please get in touch for a chat about how rEsolve can help you get the best from Plannr.