The support you need to maximise the potential of your Xplan technology
We can support your in-house system administrator by
This includes
Once you’ve chosen your preferred ‘bundle’ of monthly hours, you choose to spend them on whatever you want – site admin, training, or a combination of the two – the choice is entirely yours.
This service is charged at an hourly rate, which depends on the number of hours committed to each month. Put simply, the more hours you choose to use, the lower the fee.
Alternatively, use us as little or as much as you need, and we’ll simply invoice you at the end of the month using a standard pre-agreed fixed pay as you go rate.
We can take on all the system administration duties for your Xplan site along with operational tasks such as
Rates for this service vary according to the number of licenced Xplan users and the type of Xplan site your business uses.
Many of our clients find that a great way to start working with Evotra is to have a Health check
This gives us the opportunity to take a close look at how you’re using Xplan, see what’s working well and identify those areas where there is room for improvement.
At the end, you’ll get a detailed, bespoke report broken down into six key areas with a set of clear actions.
We charge a simple flat fee of £1,000 + VAT for our Xplan Healthcheck, but it’s FREE if you then choose to become a client*.
* we will reimburse the full amount after the first three months
Management Information
User adoption and knowledge
Policy valuations and data feeds
Configuration and overall site design
Digital capabilities
Other data quality
Our skills and experience open the door for any financial advice or investment management firm to take advantage of Xplan’s comprehensive 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!
Quite possibly, yes. We work closely with Iress and aim to compliment, not replace, their support services. Those services can be extremely useful (and we encourage all our clients to actively use them), but it would be unreasonable to expect any technology vendor to make their technical guidance perfectly applicable to every business, especially with a system as configurable as Xplan. That’s where we come in. Our experts come from a combination of both wealth and technology backgrounds, so we can work closely with you to review your operating model, help improve your in-built workflows, design an effective support and change process for you, drive user adoption and cleanse your legacy data, as well as simply answering your Xplan queries. We can also adjust our support and training services to be completely bespoke to your business. At the same time, we’re not restricted to just Xplan services. If you need assistance integrating other technology solutions or creating a data warehouse outside of Xplan, for instance, we can help with that too.
Every business is different, and we’re really happy to cater to bespoke needs, so it does vary. Most of our rEsolve clients choose to engage us for a fixed number of hours per month, to help with their budgeting and planning. We’ll then commit to delivering that much effort, on whatever they need, at a fixed hourly rate. The more hours you commit to per month, the lower the hourly rate. Other clients choose to fully outsource all their Xplan activity to us, in which case we’ll agree a fixed price based on the number of licenced Xplan users in the business. As a guide, our aim is for this to cost less than it would cost you to hire the necessary number of in-house site administrators – and with the added benefit of our unrivalled expertise and removing the risk of key person dependencies if you were to try to resource it in-house.
It really does depend on a number of factors, including the number of licenced Xplan users in your business, the amount of BAU activity you’d like us to help with, and the extent and complexity of your enhancement roadmap. But for context, most of our clients select somewhere between 10 and 40 hours per month. We’ll be happy to have that conversation with you to get it right. And of course remember that you can always change your mind and we can just adjust things as we go.
Yes, absolutely! We understand that one of the most complex areas of Xplan site management is the creation and maintenance of bespoke Xmerge report templates. We are highly experienced at helping our clients create and maintain beautifully branded client valuation reports, review packs, and other client-facing documentation
Yes, absolutely! You might also find it interesting to have a read of our article on that topic, which you can read here.