Core Wealth Tech Consultancy Services


With a proven track record of working with clients to ensure successful project delivery, we can support you with:

– End-to-end project management, adaptable to Waterfall, Agile, Fragile, Critical Path Methodology and others
– Systems Architecture
– Data Cleanse, Migration and Reconciliations
– Client Portal Rollout
– CRM system configuration
– Financial Planning, advisory and investment management propositions
– Marketing, Sales and Campaign Management
– Business Analysis
– Regulatory Adherence and Procedural Efficiencies
– Market Data
– Process Design
– Testing- Business Readiness, Training and Adoption
– Post Go-Live Support and Project-to-BAU Transition
– Legacy Systems Decommissioning

Business Readiness and Training

New software can have a significant impact on employees, particularly when rolled out as part of a new operating model.

Drawing on our first-hand experience of this, together with our proven success in business readiness and adoption, we can help ensure your CRM and client portal implementations are a success.

We’ll work with your stakeholders to create the right culture shift for your business, drive adoption amongst practitioners and empower your users to get the very best out of their new software.

We can offer pre and post go-live staff training, train-the-trainer and refresher sessions as well as written business communications, user guides, videos and release notes.


Selecting the right software for your business is vital but it’s not easy to get right. With expertise across wealth management and financial services technology, Evotra can help bridge the gap that often exists between the two.

We’ll work with you to really understand your current business model and client base, carry out full requirements gathering with your business stakeholders and practitioners, before researching and identifying the most appropriate software product for you. We’re happy to collaborate with other specialist consultancies where required.

In our experience, your implementation will be most successful if you invest time and resource to define your new Target Operating Model before you get started. We’ve got experience of doing that and we can help you get it right for your business.

Data services

Data is vital to the success of your business and operations but often it’s a weak link causing significant challenges and missed opportunities.

At Evotra we have a dedicated data function offering data analytics, data migration, management information, data warehousing and integration services.

Data migrations
Data Migration involves moving your organisation’s data – which is often your biggest asset – from its existing source to a target system. Our consultants have extensive experience of defining, planning and managing end-to-end migration projects and can work with you to make sure your data migration runs as smoothly as possible.

We have a tried and tested methodology for on-site, cloud-based and hybrid migrations, ensuring data integrity, quality and security adherence throughout every project.


Individual Contract placements

At Evotra, we have the right people to help ensure your implementation programme is a success.

We can:
– Provide an experienced team to help you every step of the way
– Place an experienced individual with you if the service you’re looking for can be delivered by one person. In this case, if your dedicated contractor is unable to work for any reason, we’ll ensure continuity by handing their responsibilities to another experienced member of the Evotra team.


“Thank you for all of you amazing work – it is making for a much happier workplace.”
Director, London-based financial planning business

Xplan Specialist Consultancy Services

Specialist Xplan project delivery

To help you deliver your project on time and within budget, we employ a unique joint delivery model in collaboration with you and Iress. This combines agile, waterfall and Prince2 methods, tools and best practices to provide you with a structured approach. 

Dedicated Xplan data services

Evotra has a dedicated data function offering data analytics, data migration, management information, data warehousing and integration services.

Specialist Xplan training

We have some of the most experienced Xplan trainers in the UK. They’ll get to understand your business processes and people and then collaborate with your business practitioners – and in-house learning and development team if you have one – to design a training plan to match your business needs. 

You can receive your training on site or remotely and we’ll provide user guides and videos, integrating with your chosen learning management system. Our team can also tailor materials to provide ‘train the trainer’ solutions for your in-house trainers and Xplan site administrators. 

rEsolve Xplan Support Desk

Our rEsolve service can help you get the most from Xplan once it is up and running and part of your ‘business as usual’ activity.

Through rEsolve, our Xplan specialists are available to provide support whenever and however you need it. We provide:

Specialist overflow support. We’re here to help your site administrator with specialist areas that perhaps they don’t have the expertise to do themselves, or when you need extra resource, for example during busy periods or for fixed periods like holiday or maternity cover.

Fully outsourced site admin and end-user support. Evotra can manage all your Xplan-related activities, leaving you to get on with running your business.

Regular training. Whether it’s for your business practitioners, in-house site administrators or in-house trainers, we can provide all the Xplan training you need.

rEsolve has a range of options to suit all budgets.

  • For clients with fixed monthly budget, we offer a range of bundles – 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 on a standard fixed pay as you go rate.

About rEsolve

“I know we still have a lot of work to do, but I really appreciate the professionalism you and your team have provided so far. I try not to think how it could have looked if I hadn’t ensured we got Evotra involved.”
Head of Wealth, national wealth management business

Frequently asked questions

We haven’t yet selected our CRM system. Can you help with our technology vendor selection?
Yes. As you’ll see from our website, we do offer specialist services for specific technology platforms, but our broad background across wealth and financial services technology means we are also experts at helping businesses select their technology right from the start of the process.
What things should we consider before and after a large-scale data migration?
This is one of our specialist areas. In fact, we’ve managed so many data migrations in wealth technology that we’ve lost count! Have a read of our article here for some ideas of things you might want to think about before and after a data migration.
How do you help to drive adoption of new technology amongst financial advisers and investment managers?

There’s no silver bullet. Every business – and indeed every individual working within a business – is different. But the one thing bonding us all together is that it’s human nature to be nervous of change, especially in technology! That’s why we’ve built a team of trainers who don’t just deliver typical ‘training’ as you know it. They come from careers in wealth, not technology, and that means that they will focus on understanding your business practitioners and their specific concerns. They’ll then ensure that any training is delivered to the right individuals, in the right format.

And we don’t stop there – we strongly encourage businesses to involve our business readiness team throughout the process. This means involving them in the early solution design and business analysis stages, and keeping them involved right through to post go-live support. They can handle all the internal communications for you and design a post go-live support programme that will not only help you deliver a successful technology implementation, but will also future-proof your solution so that your user champions and site administrators will feel like they can hit the ground running when the baton gets handed back to them.