Evotra

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, 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 rEsolve service provides ongoing support to clients long after go live, with support for ongoing enhancements/site upgrades, site administration, MI, Data Analytics and Training. Evotra’s mission is to ensure client continue getting the best out of their technology.

• Project Management
• Training
• Configuration
• Data Migration
• On going support
• Acquisitions / Business Readiness