Evotra Information

Most consolidating wealth management firms have a strategy for growth. What they don’t have is someone to make it work in practice. Evotra is the specialist partner that gets into the technology, the data and the people, and makes sure every acquisition actually lands. The strategy matters. The integration is harder. We’re built for both. 1. We do the work, not just the thinking. Advisory firms design the strategy. Technology vendors configure the system. Evotra does both, and stays until it’s embedded. We configure the CRM, clean the data, train the advisers, and manage the change. 2. Our people come from the industry, not from consulting. Evotra’s consultants have worked inside wealth management businesses — as financial planners, paraplanners, operations leads and data specialists. This means we understand the problem from the inside. We don’t need to be briefed on how a review process works or what a client file should contain. We already know. 3. Our data migration capability is unmatched in UK wealth management. We have deep, hands-on experience of migrating to and from every major CRM platform used by UK wealth managers — Xplan, Intelliflo, Plannr, Curo and others. We combine technical expertise with practitioner understanding, and we use AI to compress timelines that used to take months into weeks. 4. We are built for the consolidators. Several of our best client relationships exist because we helped one acquisition go well, and the firm then brought us back for the next one. We are increasingly working with firms to build a repeatable integration capability — so each deal becomes faster and smoother than the last.