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From Desktop to Mobile: Modernizing Trade Order Entry for an Investment Management Firm

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The Story So Far

A leading U.S.-based investment management firm relied on a desktop Trade Order Entry application built on Pega's traditional UI Toolkit. The system had no mobile access. When portfolio managers travelled, they depended on internal staff to submit orders on their behalf. This created delays and sometimes pushed trades to the next trading day. The firm wanted to modernize without losing existing case history or workflows.

What Got in the Way

Desktop-only trade order entry

Dependence on internal handoffs

Preserving existing case history

The EvonSys Approach

Mobile-Ready Trade Order Entry on Constellation

EvonSys migrated the existing Trade Order Entry application from Pega's UI Toolkit to Pega Constellation. The migration preserved current case structures while exposing a modern interface for both browser and mobile. The same underlying case types continue to serve portfolio managers and operations, with architecture designed for incremental enhancement.

How the Story Changed

Mobile trade submission

Direct order entry from any device

Faster submission cycles

Orders submitted within minutes of decisions

Less manual coordination

Workflows replace ad hoc email coordination
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Trade Order Entry Modernization | Pega Constellation Case Study

A leading U.S.-based investment management firm relied on a desktop Trade Order Entry application built on Pega's traditional UI Toolkit. The system had no mobile access. When portfolio managers travelled, they depended on internal staff to submit orders on their behalf. This created delays and sometimes pushed trades to the next trading day. The firm wanted to modernize without losing existing case history or workflows.

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