Eaton Vance, a part of Morgan Stanley Investment Management
One Post Office Square,
Boston, 2110, MA,
United States
Boston, 2110, MA,
United States
1 800-368-2745
Banking and Financial Services
Eaton Vance, a part of Morgan Stanley Investment Management Technographics
Eaton Vance, a part of Morgan Stanley Investment Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Eaton Vance, a part of Morgan Stanley Investment Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1983 Eaton Vance, a part of Morgan Stanley Investment Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Eaton Vance, a part of Morgan Stanley Investment Management has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2020, DocuSign eSignature for Digital Signing in 2021, 6sense Account Engagement Platform for Account Based Marketing in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Eaton Vance, a part of Morgan Stanley Investment Management is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , DocuSign , Adobe Systems or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Eaton Vance, a part of Morgan Stanley Investment Management revenues, which have grown to $1.70 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Eaton Vance, a part of Morgan Stanley Investment Management intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Eaton Vance, a part of Morgan Stanley Investment Management Tech Stack and Enterprise Applications
Eaton Vance, a part of Morgan Stanley Investment Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Eaton Vance, part of Morgan Stanley Investment Management, deployed Zoom as its Audio Video and Web Conferencing application on its public website. The deployment centers on embedding Zoom meeting and webinar capabilities into Eaton Vance's digital engagement layer, enabling browser-based video sessions and client-facing virtual events initiated from site pages and investor relations content. Zoom is positioned as the primary web-accessible conferencing interface for external audiences via the corporate website.
The implementation involved configuring Zoom functional modules typical for Audio Video and Web Conferencing, including meeting and webinar workflows, browser client access, and registration and scheduling flows surfaced through site pages. Configuration work focused on public access controls, link provisioning, and session configuration to support scheduled investor communications and ad hoc client meetings. The Zoom integration emphasizes web-native audio and video delivery and support for screen sharing and participant controls as part of the site-embedded conferencing experience.
Operational ownership for the website-based Zoom deployment is aligned with digital communications and IT teams, with governance attention on public-facing access, session scheduling, and content management system integration for link and registration placement. The narrative is limited to Zoom usage on the Eaton Vance website, and no internal UC replacements or other departmental integrations are described in the source.
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Eaton Vance, a part of Morgan Stanley Investment Management Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Eaton Vance deployed DocuSign eSignature as a Digital Signing capability on its public website to enable electronic execution of client-facing agreements. The initial deployment emphasized embedded signing flows and on-page signature capture to streamline signatures for account paperwork and client consent forms.
DocuSign eSignature was configured to support template-driven document assembly, embedded signing sessions, signer authentication, and immutable audit trail capture. The implementation used server-side orchestration to provision envelopes and deliver signing sessions to website users, retaining completed documents and associated audit logs within the DocuSign envelope repository.
Operational scope covered the public web channel and associated client services workflows, affecting client onboarding, account documentation, and compliance recordkeeping. Eaton Vance DocuSign eSignature Digital Signing integration provided standardized electronic signature processes, authentication controls, and tamper-evident records to support business functions that require executed client agreements.
Governance centered on template standardization, signer authentication policies, and administrator controls for envelope lifecycle management, with a phased rollout across web forms and agreement types. Configuration and operational controls focused on ensuring consistent signature experiences, auditability, and secure retention of signed documents.
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Digital Signing | Content Management |
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2020 | 2020 |
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Eaton Vance, a part of Morgan Stanley Investment Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| 6sense | Legacy | 6sense Account Engagement Platform | Account Based Marketing | CRM | n/a | 2022 | 2022 |
In 2022, Eaton Vance implemented the 6sense Account Engagement Platform, deploying the solution directly on the public Eaton Vance website to support Account Based Marketing initiatives. The 6sense Account Engagement Platform is positioned to capture anonymous and known account interactions on site pages, enabling account identification and intent signal collection for marketing and sales use cases.
Configuration centered on web-based instrumentation and audience segmentation, with the 6sense Account Engagement Platform configured to surface buying signals, assemble account-level profiles, and enable website personalization and targeted content delivery. Functional capabilities implemented align with Account Based Marketing practices, including account scoring, intent signal aggregation, segmentation for account prioritization, and orchestration of engagement workflows for demand generation and sales engagement.
Operational ownership is described within marketing and demand generation functions, with marketing operations responsible for tag management, audience rules, and campaign orchestration across the Eaton Vance site in the United States. Governance emphasized staged rollout and alignment of account workflows between marketing and sales teams, using 6sense outputs to inform outreach and nurture sequences without mention of specific downstream system integrations.
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Account Based Marketing | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, Sales Engagement | CRM |
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2012 | 2012 |
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Tag Management | CRM |
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2020 | 2020 |
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Eaton Vance, a part of Morgan Stanley Investment Management ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2022 | 2022 |
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Application Performance Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Eaton Vance, a part of Morgan Stanley Investment Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2017 | 2018 |
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Portfolio and Investment Risk Management | Investment Management |
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2017 | 2018 |
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Trade Order Management System (TOMS) | Investment Management |
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2019 | 2019 |
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Transfer Agency | Investment Management |
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2023 | 2023 |
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Eaton Vance, a part of Morgan Stanley Investment Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Cloud Storage | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Eaton Vance, a part of Morgan Stanley Investment Management CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Eaton Vance, a part of Morgan Stanley Investment Management
| First Name | Last Name | Title | Function | Department | Phone | |
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Vice President- Fund Oversight Senior Manager | VP | Investment | |
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VP, Mutual Fund Services Manager | VP | Investment | |
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Head of Fund Administration | Director | Finance | |
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Mutual Fund Director | Director | Finance | |
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Director of Asset Management | Director | Investment | |
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VP Investment Data Manager | VP | Investment | |
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Investment Operations Specialist | Non Manager | Investment | |
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Executive Director Investment | Director | Operations | |
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Investment Technology Senior Business Systems Analyst | Manager | Investment | |
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Vice President Eaton Vance Equity Group Equity Investments | VP | Investment | |
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Apps Being Evaluated by Eaton Vance, a part of Morgan Stanley Investment Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Eaton Vance, a part of Morgan Stanley Investment Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Eaton Vance, a part of Morgan Stanley Investment Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Eaton Vance, a part of Morgan Stanley Investment Management Technographics
Eaton Vance, a part of Morgan Stanley Investment Management is a Banking and Financial Services organization based in United States,
with around 1983 employees and annual revenues of $1.70 billion.
Eaton Vance, a part of Morgan Stanley Investment Management operates a diverse technology stack with applications such as
Zoom, DocuSign eSignature and 6sense Account Engagement Platform,
covering areas like Audio Video and Web Conferencing, Digital Signing and Account Based Marketing.
Eaton Vance, a part of Morgan Stanley Investment Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Zoom Video Communications, DocuSign and 6sense.
Eaton Vance, a part of Morgan Stanley Investment Management recently adopted applications including
SS&C GIDS in 2023, 6sense Account Engagement Platform in 2022 and Dynatrace APM in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Eaton Vance, a part of Morgan Stanley Investment Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Eaton Vance, a part of Morgan Stanley Investment Management’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Eaton Vance, a part of Morgan Stanley Investment Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.