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.

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.
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.