Case Studies and Testimonials


eMoney Advisors Partners with Anexinet For Data Center Upgrades and Financial App Scaling

For nearly two decades, eMoney Advisor (eMoney), a leading provider of technology solutions and services that helps people talk about money, has worked side-by-side with more than 60,000 financial professionals to deliver solutions that meet evolving client needs. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth.

The Challenge

Over the course of approximately 8 years there were two, notable IT challenges eMoney faced:

The need to overhaul its data centers.

The process of implementing the new Synergy Platform for better scalability and elasticity.

The Data Center Overhaul

In 2015, eMoney was operating two data centers and needed to refresh the IT infrastructure, including the storage platform and associated cabling. Although the data center was somewhat virtualized, applications still required significant time to perform bug fixes, and quarterly release updates were an “all hands-on deck” process, requiring weekend maintenance to implement.

Two Guys Shaking Hands

The Synergy Platform

In 2018, eMoney was continually looking for ways to scale their platform. In order to properly scale their financial application, eMoney needed a more streamlined method of delivering its software.

“We needed to significantly increase our compute capabilities to improve as an enterprise-level, Software-as-a-Service (SaaS) provider. In addition, we needed a more flexible infrastructure that could scale to meet customer demands,” said Michael Finnegan, VP of Operations, eMoney.

To help eMoney achieve their two IT projects, they turned to Anexinet—an established expert and trusted partner. Anexinet knows great digital experiences don’t happen in a vacuum. Rather, they rely on a modernized infrastructure and on the smooth operation of all interconnected elements.

Guy and a Girl Talking
The Solution

For almost a decade, Michael Finnegan has continued his trusting relationship with Anexinet. They were a proven, IT partner who Michael felt comfortable turning to for the Synergy Platform upgrade, after the successful data center enhancement project in 2015.

Michael worked with a veteran staff of IT experts on the 2015 data center upgrades. But the modernization and scalability challenges were significant. Anexinet was brought in to help plan two new data centers (East and West Coast locations) that could leverage a hybrid IT infrastructure to elevate the workload off standalone servers/storage systems and onto a private cloud—anchored by a modern blade or chassis-based model.

“The cutover from the old to the new data centers was soup-to-nuts,” Finnegan added. “It was a four-hour process with a full-fledged DR test. A big part of that was working with Anexinet and there was never an issue we couldn’t work through.
We had a brand-new data center built from the ground up that was beautifully designed to expand easily by just adding new blades.”

Data Center Modernization:
  • VMware, ESX on the new chassis with a configuration of OneView
  • Configuration of Virtual Connect into the network stack
  • Testing redundancy across the blades and chassis
  • Separating out non-critical workloads from the critical customer facing workloads
  • Implementing a robust backup structure to automate the backup of the Virtual Machines and backup the SQL environment.

For the Synergy Platform project in 2018, eMoney wanted to prepare for the future and major growth. To scale for the next phase, a joint decision was architected to expand eMoney’s production environment across an HPE Synergy platform. This new platform provided eMoney a network infrastructure aligned with the new hybrid IT, in addition to a long view, future-proof technology roadmap. By expanding the hybrid IT environment, eMoney now has the ability to rapidly deploy its financial application for new customers while expanding capabilities through the cloud for specific time-to-market requirements.

Working with Anexinet, eMoney achieved a true Infrastructure-as-a-Solution, yielding on-premises workloads, with the ability to shift processing into the cloud if and when needed.

The Benefits

In 2015, the new data centers empowered eMoney to expand their server footprint by 160%, while also enabling a 400% increase in data growth and demand.

In 2018, eMoney experienced dramatic performance improvement in its key application areas. The IT staff was able to seamlessly roll production requirements into operations with no downtime. The goal of completing both projects under budget, ahead of schedule and without any operational interruptions was realized.

“From day one, the benefits were SLA and uptime improvements. With the improved application availability, my Team can now focus on accelerating DevOps, a Microservices strategy, orchestration, and looking at cutting-edge processes such as machine learning or artificial intelligence (AI),” Finnegan concluded.

One Great Digital Experience:
  1. Accomplished project under budget
  2. Dramatic performance improvement on all key systems
  3. Ensured a high availability platform for applications
Pointing to a Tablet
To learn more about this engagement, please download the complete case study now.

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Address: 4 Sentry Parkway East, Suite 300, Blue Bell PA, 19422
Phone: 610 239 8100

Address: 4 Sentry Parkway East, Suite 300, Blue Bell PA, 19422
Phone: 610 239 8100