Evotra https://validator.w3.org/feed/docs/rss2.html Designing a Smarter Annual Review Process: 10 Technical Lessons from UK Advice Firms June 2025 The ‘death of the annual review’ is nonsense (at least for now). Here’s why. The key to transformation success? Put the front office first. Defaqto Unity The Superuser Paradox: When Your Tech Champion Becomes Your Biggest Constraint Our story so far Apr 2025 Oct 2024 Xplan Healthcheck Apr 2024 Jan 2024 Feb 2023 Privacy Policy Curo by Time4Advice Plannr Xplan by Iress Services From months to weeks: The AI-human breakthrough in wealth management data migrations rEsolve About Autumn Budget 2025: Your CRM actions checklist Out with the old, in with the efficient: 4 ways to get more from your tech this spring Meet the team Successful business readiness Xmerge excellence Perfect portal rollouts The FCA wants evidence of ongoing advice. If your records don’t stand up to scrutiny, see what you can do. Selling your IFA business? It’s time to plug those gaps in your data Contacts Moneyinfo PowerBI Powerful MI through Power BI Xplan Top Tips: how to get more from your software Guides Employee benefits Valuations in Xplan wrong? It’s time to fix your third-party data feeds Unlocking Xplan’s potential: see how targeted training drives user adoption Dispelling myths, unlocking digital potential: why financial advisers should embrace client portals 6 common pain points after moving from Adviser Office to Xplan and how to resolve them As a business founder, I didn’t take maternity leave. Was it worth it? Xplan can help you comply with Consumer Duty – find out how Consumer Duty: is your adviser software configured to help you succeed? Evotra secures accredited implementation partnership with client portal provider moneyinfo Evolution. Transformation. Mastered. Terms & Conditions Evotra CEO named Wealth Managing Director of the Year by SME Awards 2022 Jan 2022 Sept 2023 Insights & Blog