Success Packs


 StandardAdvancedElite/Elite+
Live Chat, Phone & Email SupportYesYesYes
Online Training ContentYesYesYes
Community Webinars YesYesYes
Custom Training Program YesYes
Tailored Learning HubYesYes
Virtual & On-site* WorkshopsYesYes
Report Creation & AutomationYes
Account Check-Ups Yes

Included with Standard Support:

Live Chat, Phone & Email

Our dedicated support team is available to answer your questions via live chat, phone or email during local business hours.

Americas: Monday-Friday 7am-8pm EST
EMEA: Monday-Friday 8am-1am GMT
Asia: Monday-Friday 9am-6pm HKT
Australia: Monday-Friday 8am-5pm AEDT

Online Training Content

On-demand access to eVestment’s learning environment, which includes training videos and demonstrations, in-depth articles and methodology documentation. This hub is the central location for everything you need to know about how to optimize your use of eVestment.

Community Webinars

Join a certified eVestment training specialist for group webinar sessions designed for asset managers, investors and consultants. We’ll guide you through each step of achieving key objectives, offer best practices and provide insights into the latest market trends.

Services Available Through Success Packs:

Report Creation & Automation

Report creation/automation service includes up to 12 hours to configure or automate reports for your organization. This can also be applied to create a basic fact sheet through the eVestment reporting tool. Note: Complex fact sheets or complex report requests may require purchase of additional Professional Services.

Tailored Learning Hub

A dedicated repository of your training content and videos, specific to your firm’s objectives. Ensure all new and existing users have access to the same training program, accelerating the value derived from eVestment solutions and data.

Workshops

Virtual & on-site* workshops are a critical component of your tailored eVestment training program, delivered by a certified eVestment training specialist. These outcome-driven and interactive sessions provide your users with the skills to perform critical tasks inside eVestment, achieving your company’s objectives.

Account Check-Ups

An eVestment support professional will actively monitor your account and proactively provide suggestions to improve day-to-day processes. Set periodic meetings to help you continuously optimize the value of your eVestment solution. You will be able to choose from the checkup offering options for the structure that best meets your needs.

Please note: Success Packs (formerly known as Support Packs) must be renewed annually. All descriptions on this webpage are subject to change without notice.

*On-site workshops are dependent on eVestment representatives schedules and ability to travel.