Evercore Wealth Management Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Workday Legacy Workday Financial Management ERP Financial ERP Financial Management n/a 2021 2022
Financial Consolidation and Close ERP Financial Management 2016 2017
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
SS&C Technologies Legacy SS&C Advent Portfolio Exchange Portfolio and Investment Management Investment Management n/a 2016 2017
Trade Order Management System (TOMS) Investment Management 2016 2017
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Tag Management CRM 2020 2020
IT Decision Makers and Key Stakeholders at Evercore Wealth Management
First Name Last Name Title Function Department Email Phone
Chief Investment Officer CXO Finance
General Counsel and Chief Compliance Officer CXO Operations
President and CEO CXO Operations
Partner and Head of Operations Director Operations
Managing Director Information Technology CXO IT
Apps Being Evaluated by Evercore Wealth Management Executives
Date Company Status Vendor Product Category Market
No data found