Success Packs

As an eVestment client, your subscription includes standard support via phone and email, in-app videos/help articles, live chat, training webinars and an automated onboarding experience. In addition to our Standard Support, eVestment offers three paid Success Packs to provide a level of customization that fits the needs of your organization. Success Packs are recommended for clients that would like a more personalized and proactive service experience.

Live Chat, Phone & Email SupportYesYesYesYes
Online Training ContentYesYesYesYes
Community Webinars YesYesYesYes
Client Conference Registrations* 123
Custom Training Program YesYesYes
Tailored Learning HubYesYesYes
Virtual WorkshopsYesYesYes
On-site Workshops 12
Report Creation & AutomationYesYes
Support Check-Ups AnnualQuarterly

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:

Client Conference Registrations*

Explore disruptive challenges facing our industry. Learn from your peers about how they leverage data to improve outcomes, attend specialized workshops, and have the opportunity to influence current and future eVestment solutions. Registration fees are included for the number of attendees noted, excluding travel costs.

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.

Virtual Workshops

Virtual 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.

Onsite Workshops

Onsite, hands-on training workshops are your team’s opportunity to put what they have learned into practice. Attended by both users and consumers of eVestment data, these highly-interactive sessions will provide insights into your specific institutional business questions.

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.

Support 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.

*Client conference registrations only applicable if a conference is occurring during the term of your contract.