How a Pega-Powered Solution Helped an Investment Firm Modernize Portfolio Monitoring by Migrating from Legacy Systems

The Story So Far

A leading investment and advisory firm, where employees own nearly 70% of the business, needed a reliable way to manage equity and portfolio data. The legacy system was slow, error-prone, and difficult to maintain. To address these challenges, the firm set out to build a modern, technology-driven platform that streamlined access, improved data reliability, and enabled future scalability for Investment Portfolio Management.

Pega Low-Code Solution for Portfolio Management Automation

What Got in the Way

Access Limitations

Imports Delays

Outdated System

The EvonSys Approach

EvonSys adopted a streamlined delivery approach focused on speed, collaboration, and precision. Leveraging the Pega low-code solution, the team helped develop a centralized system that unified equity and portfolio data, simplified administration, and ensured seamless integration with existing systems.

How the Story Changed

Quick 4-Month Delivery

On Time, Full Functionality

On Time, Full Functionality

Modern Pega-powered Platform

Improved Accessibility

Seamless Data Access

Solutions to grow your business

Achieve Unparalleled Time-To-Value

  • Rapidly deliver applications that the business needs.
  • Facilitate faster decision making among cross-functional teams working in tandem.

Reinvent Development

  • Stay Agile and respond quickly to evolving business and customer needs.

Build More at Scale

  • Design solutions that are easy to scale on cloud-native architecture.
  • Create a variety of solutions ranging from process automation apps to mission-critical systems modernization without incurring high costs.

Pega Low-Code Solution for Investment Portfolio Monitoring | EvonSys Case Study

A leading investment and advisory firm, where employees own nearly 70% of the business, needed a reliable way to manage equity and portfolio data. The legacy system was slow, error-prone, and difficult to maintain. To address these challenges, the firm set out to build a modern, technology-driven platform that streamlined access, improved data reliability, and enabled future scalability for Investment Portfolio Management.

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