At Evotra we work with wealth management businesses of all sizes to implement and help run the technology that underpins their business operation, whether CRM, client portals, advice or portfolio management. From project delivery and data migration to troubleshooting and training, we can help you succeed by getting the best from your wealth management technology.

Our Services

How we help

Services to support you

Whether you’re embarking on your technology transformation programme or need additional support with ongoing site administration and user support, we have the knowledge and hands-on experience to help you.

Wealth Tech Specialist Support

We’ve built an exceptional team of hands-on consultants, whose career expertise spans both financial services (including financial planning, investment management and investment banking) and technology (including wealth CRM technology, data migrations and data warehousing).

Within the team we also have several dedicated Xplan, Curo and Moneyinfo specialists who are highly skilled in all areas of configuration, site administration, data feeds, MI reporting, template coding, client portal rollouts and user training.

If you’re thinking of moving onto Xplan, Curo or Moneyinfo – or you need help with your existing solutions – we’re the right people to speak to.


Our knowledge

Why Evotra?

We’re a specialist firm that focuses solely on helping wealth management businesses with their technology.

Experts in our field, we understand your industry inside out and have the in-depth knowledge, technical knowhow and vision to help you succeed.

About Us
  • A customer perspective

    We understand our clients, because we've been there. Evotra's co-founders set up the business after having been through two complex wealth technology implementation programmes, and everyone on our team has either been in the position of a wealth practitioner trying to adopt their new technology, or as a technician trying to implement and support from the technology vendor side.
  • The best expertise

    We hire the very best people and have nationwide coverage from Edinburgh to Exeter, enabling us to provide on-site support wherever our clients need it. Every member of our team has been selected for their unique combination of skills and personality. They’re exceptionally talented but approachable and will talk to you in a language you understand.
  • We understand

    We understand wealth management. Several of our team members come from wealth backgrounds, including operations, financial advice and investment management.
  • You choose

    You can choose how to you want to engage with us and the budget you want to set. We'll then work around that framework, helping you to prioritise when necessary.