New York, 10055, NY,
United States
Evercore Wealth Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Evercore Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 Evercore Wealth 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 Evercore Wealth Management has purchased the following applications: Workday Financial Management for ERP Financial in 2021, Google Tag Manager for Tag Management in 2020, SS&C Advent Custodial Data for Financial Consolidation and Close in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Evercore Wealth Management is running and its propensity to invest more and deepen its relationship with Workday , Google , SS&C Advent 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 Evercore Wealth Management revenues, which have grown to $75.0 million 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 Evercore Wealth 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Financial Management | ERP Financial | ERP Financial Management | n/a | 2021 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Tag Manager | Tag Management | CRM | n/a | 2020 | 2020 |
|
EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Advent | Legacy | SS&C Advent Custodial Data | Financial Consolidation and Close | EPM | n/a | 2016 | 2017 |
In 2016, Evercore Wealth Management implemented SS&C Advent Custodial Data within its Financial Consolidation and Close toolset to centralize custodial transaction and position feeds across the firm. The deployment targeted reconciliation and consolidation workflows that support the firm’s investment management, trust and custody services across offices in New York, Minneapolis, San Francisco and Los Angeles.
SS&C Advent Custodial Data was configured to ingest and normalize custodial data for position and transaction consolidation, and to support automated trade settlement and corrections workflows. The implementation aligned with standard Financial Consolidation and Close capabilities, including custodial data aggregation, transaction mapping, position reconciliation and consolidated reporting for middle office and operations use.
The implementation was connected into the firm’s Advent ecosystem and custodian feeds, including integrations with Advent APX, Advent Moxy, Advent Axys, Advent ACD and Advent Dataport, and custodian systems such as SEI Trust3000 and Schwab as part of reconciliation processes. The team designed and continues to oversee an APX Moxy Custodian reconciliation review, and used Advent Moxy for trade execution and trade support workflows that feed custodial consolidation.
Governance and operational changes accompanied the deployment, including design and ownership of trade settlement and corrections processes, automation of account opening into APX, oversight of third party vendor onboarding for class action processing, and project management practices for system updates and audit response preparation. Operational ownership sits with operations, middle office and client service teams, who manage reconciliations, settlement troubleshooting and quality control reviews that are fed by SS&C Advent Custodial Data.
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
|
Portfolio and Investment Management | Investment Management |
|
2016 | 2017 |
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Trade Order Management System (TOMS) | Investment Management |
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2016 | 2017 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
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Cloud Storage | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2024 | 2024 |
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