rEsolve and PowerBI

Access to accurate, meaningful MI is hindering too many wealth management firms, obstructing both high-level strategic decision-making and day-to-day operations. If your business is facing these challenges, Evotra is here to help.

Throughout 2024, we’ve been working closely with some of our existing clients to develop an MI Reporting solution that directly addresses the data-related challenges facing almost every wealth management business in the UK right now. Drawing on our technology expertise and first-hand experience in wealth management, we’ve harnessed Microsoft’s Power BI to create secure, cost-effective, and transformational MI dashboards that give you the insights you need—when you need them

• Real-time and historical insights
  Most MI dashboards give you a static snapshot in time. But with the best decisions requiring broader vision, ours show you what’s happening in real time while also enabling you to look back as far as your data goes.

• MI for your CEO, advisers, and operational teams
  Whether it’s high-level AUM and revenue reporting for the Board, historic annual review reporting for Consumer Duty purposes, or insights into your client onboarding speed and outstanding reviews, you’ll get the data you need, displayed the way you want.

• Security within your own environment
  By using Power BI, Evotra enables you to access all your MI while keeping your data securely within your existing infrastructure—there’s no need to send data externally to create your dashboards.

• Powerful yet cost-effective MI
  With internal stakeholders able to access their own tabs within your dashboards, there’s no need for multiple solutions. And once your dashboards are live, there’s no monthly subscription fee from Evotra—just a Power BI licence.

• Branded dashboards
  Built within your ecosystem, your dashboards can be fully customised and branded to match your business identity.

We’ll work alongside you to create the right dashboards for the right audience. And if that means first uncovering and addressing the inevitable gremlins in your legacy data, that’s okay—it’s all part of the process, and we can help with that too.

We’re in the process of creating a guide to help you navigate common data challenges, and we’re excited to share more details soon!