We Build Digital Infrastructure for Modern Professional Services.

Streamline operations from client intake to billing. Euvic delivers the systems you need to improve utilization, protect client data, and scale without adding headcount.

Trusted by professional services leaders

Partnering with advisory, legal, consulting, and financial services firms to deliver secure, scalable, and high-impact digital solutions.

Leaders in Professional Services Technology

Euvic builds the digital systems behind modern professional services firms from client portals and workflow automation to billing platforms, integrations, and AI-powered knowledge systems.

Years of Experience

25+

Years delivering manufacturing & industrial IT solutions

Engagements

20+

Engagements across advisory, legal, consulting, and fund administration

Professional Services Case Studies

Across advisory, legal, consulting, and fund administration, we replace fragmented tools and manual workflows with scalable, secure, and integrated platforms.

Private Advisor Group (PAG)

Headquartered in Morristown, NJ, is one of the leading financial advisory firms in the United States. Supporting over 750 independent advisors and managing assets worth $29 billion, PAG focuses on partnership, community values, and delivering innovative wealth management solutions.

Impact Summary

Euvic transformed PAG's fragmented IT environment into a unified AWS cloud ecosystem delivering custom line-of-business applications, service desk operations, and proactive security monitoring enabling the firm to triple productivity without adding headcount.

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Results

300%

increase in employee productivity

$29B

assets under management supported

750+

advisors served

Alter Domus

Alter Domus is a leader in Alternative Investment and a global fintech Provider for financial institutions.

Impact Summary

Euvic modernized a legacy platform and built a breakthrough data visualization system, turning complex financial workflows into an intuitive, high-performance interface.

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Results

$54B+

platform assets supported

25 of top 30

PE firms served

100%

legacy desktop eliminated

Cash Collector

Cash Collector is a FinTech platform located in Poland.

Impact Summary

Euvic designed and built a full web and mobile platform, automating collections workflows, integrating payments, and enabling scalable growth from day one.

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Results

70%

reduction in collection time

98%

case success rate

87%

process automation

All Case Studies

Professional Services Business Challenges

We design, build, and integrate the systems that enable professional services firms to operate efficiently, deliver exceptional client experiences, and scale with confidence.

We heard

“Our systems don’t talk to each other. Reporting is manual and time consuming.”

How we help

Integrate CRM, PSA, billing, and ERP systems

Replace Excel workflows with custom applications

Build unified cloud-based operational platforms

Your results

Real-time operational visibility

Reduced manual work

Faster, data-driven decisions

We heard

“Our platform is outdated and hard to maintain.”

How we help

Modernize legacy applications into web platforms

Reuse core logic while eliminating technical debt

Transition systems with zero disruption

Your results

Scalable, maintainable systems

Lower maintenance cost

Future-ready architecture

We heard

“Our clients expect self-service, but we rely on emails and PDFs.”

How we help

Build client portals with document management and tracking

Integrate portals with internal systems

Design intuitive, high-quality UX

Your results

Real-time client visibility

Reduced support requests

Stronger client trust

We heard

“We handle sensitive data but lack real-time monitoring.”

How we help

Implement continuous security monitoring

Apply secure development practices

Design compliance-ready architectures

Your results

Real-time threat detection

Audit-ready systems

Reduced risk exposure

We heard

“Our knowledge is trapped in documents and hard to access.”

How we help

Deploy AI-powered knowledge search

Conduct AI readiness assessments

Build internal AI assistants

Your results

Faster access to knowledge

Reduced dependency on individuals

Clear path to AI adoption

We heard

“We lack visibility into utilization and capacity.”

How we help

Build real-time utilization dashboards

Develop forecasting tools

Integrate pipeline and delivery data

Your results

Improved utilization rates

Better capacity planning

Stronger financial performance

We heard

“Our billing processes are manual and inflexible.”

How we help

Automate billing workflows

Support subscription and fixed-fee models

Integrate payment systems

Your results

Faster invoicing cycles

Flexible pricing models

Reduced manual effort

We heard

“Our CRM, delivery, and finance systems are siloed.”

How we help

Integrate enterprise systems (CRM, PSA, ERP)

Build scalable data orchestration layers

Enable real-time reporting

Your results

Connected operational ecosystem

Accurate, real-time reporting

Scalable system architecture

How Euvic Supports Professional Services Operations

Euvic is not a generic technology provider. We design and deliver the systems that professional services firms rely on to operate efficiently connecting workflows, data, and client experiences into a single, scalable ecosystem. Our Managed Teams model provides access to cross-functional experts who understand utilization, billing models, compliance, and the operational realities of professional services.

Bartosz Śliwa

Euvic Managed team lead

"Professional services firms carry enormous institutional knowledge, but most of it is trapped in documents, inboxes, and the heads of people who might leave. Our job is to build the systems that capture that knowledge, connect the tools that already exist, and free up the people who are best at what they do from the overhead of managing data that software should be managing for them."

Euvic Managed Teams and Their Specialties for Manufacturing

Bartosz Śliwa’s Logistics & UX‑Driven Systems Group

Grzegorz Mazur’s Integration & Modernization Group

Artkai Product Engineering & Design

Applied Capabilities

Purpose-built capabilities designed to modernize operations, improve client experience, and enable scalable growth.

Our Technology Stack

Frontend

Modern, performant client portals and internal dashboards built for professional services workflows, compliance context, and enterprise-scale user bases.

Backend

Secure, scalable backend systems handling sensitive client data, complex billing logic, document management, and mission-critical integrations.

Cloud

Cloud-native and hybrid architectures designed for security, resilience, and compliance primary experience in AWS and Azure for professional services workloads.

ERP / MES & Enterprise systems

Integrations and custom extensions for the business systems professional services firms run on CRM, PSA, practice management, and financial reporting."

AI/Machine Learning

Al tools designed for professionall services contexts: knowledge retrieval, document automation, process intelligence, and Al readiness for firms building their first production Al use case.

Enterprise KnowledgeSearch

Document Automation

Process Intelligence

Al Readiness Audits

Chatbots on Firm Data

Other Manufacturing Technologies

Specialized capabilities supporting compliance, security, client experience, and billing automation in professional services environments.

Legal Document Management

e-Invoicing

Integration (KSeF, Stripe)

Proactive Security Monitoring Subscription

Subscription & Milestone Billing

Agile Process Consulting

Discovery and Product Definition Workshops

Structured delivery designed to accelerate outcomes and reduce risk.

What Our Clients Say

Euvic is a competitive advantage for us. The technical excellence that Euvic has brought is not easily matched and their support has become integral to our growth strategy.

Jim Perhacs

Chief Operating Officer, Private Advisor Group

Thanks to Euvic's expertise, our organization successfully shifted towards a more customer-centric approach, resulting in faster time-to-market for new features, increased efficiency and knowledge sharing, and improved adaptability to market demands. We appreciated the professionalism, responsiveness, and expertise of the Euvic team.

G2A.COM

VP, signed reference letter — June 2025

We wholeheartedly recommend Euvic to other businesses seeking a reliable and innovative technology partner.Thanks to their comprehensive approach and commitment, our collaboration was a success, significantly impacting our operational efficiency.

Tomasz Frankiewicz

Automation, Industrial IT and Models (AIM) Director

Euvic is a competitive advantage for us. The technical excellence that Euvic has brought is not easily matched and their support has become integral to our growth strategy.