Solution introduction
At its core, Evotra is a management consultancy specialising in wealth management software delivery with a specific focus on CRM systems
We employ a unique joint delivery model in collaboration with both our client and the technology vendor, combining methods, tools and best practices to provide a structured approach to delivery, ensuring timeliness and adherence to budget
With a team comprising experienced consultants and dedicated training and support experts, we offer access to specialist skills on a flexible basis at all stages of implementation.
Our consultants work with wealth management businesses of all sizes to design, implement and help run the technology that underpins their business operation, whether CRM, client portals, advice or portfolio management.
