rEsolve for Xplan

Xplan’s configurability is one of its biggest advantages for wealth management firms. It allows you to build the system to match the way your business operates – rather than forcing your processes to fit software.

From workflow design and user permissions to document setup and process automation, Xplan can be tailored to work in exactly the way your business needs.

But with this flexibility comes added complexity and this is where many firms struggle. Unlocking Xplan’s full potential requires significant Xplan knowledge and ongoing time investment – both during implementation and through continuous optimisations and maintenance. And many firms never quite get Xplan configured and running as effectively as it could. 

That’s where rEsolve comes in.  

Xplan is the only system with built-in portfolio management, making it a powerful tool for wealth management firms offering combined financial planning and investment management. 

Through rEsolve you gain access to Evotra’s in-depth knowledge of this specialist, complex and highly capable system. 

Through rEsolve, we have a dedicated team that knows Xplan inside out and has significant hands-on experience of helping wealth management firms get the best from Xplan. From the simple things you don’t have time to deal with through to the most complex configuring and troubleshooting, we’re here to support you with it all. 

How we work together will depend on your priorities as well as your own in-house resource and expertise. Here’s what it can look like: 

• Day-to-day admin 

Use us to handle routine tasks like password resets, user setup and data feeds, freeing up your team to focus on higher-value work. 

• Specialist support for complex configuration  

Keep everyday Xplan activity in-house, while bringing us in for more specialist work such as workflow design, reporting and document coding. 

• Fully outsourced Xplan support 

We’ll take care of Xplan for you, managing everything from basic admin through to advanced configuration, so you can focus your resource and energy elsewhere. 

We can do it all! From implementation and portal rollout to ongoing optimisation, our team brings a breadth of expertise that’s hard to match. Through rEsolve, you get the skills and experience of a full, skilled in-house team but for less than the cost of a dedicated specialist.

Please get in touch for a chat about how rEsolve can support your Xplan needs. 

The Evotra Xplan healthcheck gets under the bonnet of your Xplan setup to give you a clear assessment of how well your system is performing, where friction exists and what you can do to unlock its full potential. Once complete, you’ll get a detailed report with a set of follow-up actions.

Why have a healthcheck? 

• Identify hidden issues affecting valuations, reporting, workflows and user experience 

• Understand whether your configuration, data, and digital tools are supporting – or slowing – your business 

• Gain clarity after migrations, system changes or look into why you’re experiencing low user adoption 

• Access independent expertise from specialists who know Xplan and wealth management 

• Build a board-ready business case for investment, improvement and operational efficiency 

What the healthcheck covers 

Your review spans six core areas to give a complete picture of your Xplan system: 

1. Digital tools and capabilities
2. Client and static data quality.
3. Management information.
4. Policy valuations and data feeds.
5. Configuration and overall site design.
6. User adoption and knowledge 

What you’ll receive 

Following your Xplan healthcheck, you’ll receive a comprehensive report with a clear view of the strengths, weaknesses and risks of your Xplan setup, and a prioritised set of recommendations including quick wins and longer-term improvements. 

To find out more, download your copy of Xplan  Healthcheck – your journey from insight into action. Or get in touch on 020 3410 1966. 

From pain point to competitive advantage 

Client profile 

• North-west based wealth management firm 
• c.50 employees 
• c.50m AUM 

The client was struggling with inaccurate policy valuations, which were affecting valuations, reporting accuracy, and confidence in MI. They needed a cleaner, more reliable foundation to make better use of Xplan’s wider functionality and, ultimately, to report accurate MIto the board. 

• Low platform reconciliation rates 

• Accounts not mapped to entities correctly  

• Accounts not linked to policies correctly  

• Inconsistent usage of the ‘under agency /under advice’ toggles  

• Users voiced concerns about insufficient system knowledge   

• An overly task-heavy account opening workflow 

Following the healthcheck, data foundations were strengthened by: 

• Activating any feeds not yet live  

• Getting new and existing data feeds reconciling at 100%  

• Cleansing associated data   

• Identifying and implementing mechanisms to keep reconciliations clean, such as:  

• Targeted user training  

• Updating workflows to include data entry checks and peer reviews  

• Introducing regular audit (exception) reports for business oversight  

• Helping the client identify what would add the most value next, eg valuation templates, C-Suite dashboards, or switching on their client portal 

In the words of the client: 

“The healthcheck gave us the clarity and direction we’d been missing. It highlighted quick wins we could deliver straight away while building momentum for bigger improvements. With reconciliations stabilised and processes tightened, we could finally trust our data. It gave us the confidence to unlock more advanced Xplan automation and start using our MI more strategically – turning a pain point into a competitive advantage.”