Sally Merritt is co-founder and CEO of Evotra, the three-year old business that helps wealth managers make a success of their technology. She’s also a new mother who has returned to work just two weeks after giving birth. A champion of parental leave among her own employees, here she talks about her decision and shares the considerations, planning and support that have enabled her to do this. 

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The options for configuring Xplan are almost endless. They need to be, because no two wealth management businesses are quite the same. But users are often unaware of quite how much they can do to get the software working not just for their business but for their individual roles too.

If you’re keen to make sure you’re not missing a trick when it comes to Xplan, read on to hear our expert team’s top tips and best-kept secrets.

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If, like most financial advisers, you’re knee deep in preparations for the FCA’s impending Consumer Duty, are you missing a trick by overlooking the role that Xplan can play?

Xplan comes with powerful MI capabilities and the functionality to take on a big chunk of the heavy lifting for you. Evotra’s CEO Sally Merritt explains how.

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Failing data feeds resulting in incorrect third party valuations are a major contributor to adoption challenges with Xplan and a reoccurring issue that wealth management companies struggle with.

In this article Evotra CEO Sally Merritt explains why third-party data feeds into Xplan go wrong, the implications this has for your business and, importantly, what you can do to get your data feeds right and ultimately get a far better experience of Xplan.

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