Evelyn Partners selects Iress Xplan for Portfolio and Investment Performance and Planning
In 2019, Evelyn Partners, a United Kingdom based Banking and Financial Services organization with 4097 employees and revenues of $592M selected Iress Xplan for Portfolio and Investment Performance and Planning while displacing Legacy, and integrating with the existing systems being used.
| Customer | Vendor | Old Product | New Product | Category | Market | Users | VAR/SI | When | Live | Evelyn Partners | Iress | Legacy | Iress Xplan | Portfolio and Investment Performance and Planning | Investment Management | n/a | n/a | 2019 | 2019 |
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FAQ - Evelyn Partners selects Iress Xplan for (Portfolio and Investment Performance and Planning)
In 2019, Evelyn Partners selected Iress Xplan for Portfolio and Investment Performance and Planning to modernize their Investment Management operations and improve scalability, visibility, and control.
The Iress Xplan deployment replaces Legacy and integrates with existing systems to streamline processes, reporting, and compliance across Investment Management.
Evelyn Partners is a Banking and Financial Services organization in United Kingdom, with approximately 4097 employees and $592M in annual revenue.
Evelyn Partners has initiated the Iress Xplan implementation with an expected go-live in 2019, supporting its modernization of Portfolio and Investment Performance and Planning processes.
Evelyn Partners has not disclosed the SI for the Iress Xplan implementation.
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