Evelyn Partners, one of the UK's leading wealth management firms, has moved from Umbraco V13 to V17 ahead of the December 2026 V13 End-of-Life deadline.
Screenshot from the Evelyn Partner Website on Umbraco 17
Built for complexity, ready for what comes next
Many people within the organisation depend on the website day-to-day, so the V17 upgrade required careful planning and execution
Evelyn Partners runs a multi-audience wealth management platform with personalised content journeys, compliance-sensitive workflows, and integrations with external financial systems.
Cogworks completed the upgrade ahead of the December deadline, helping the firm move to the version with three years of guaranteed security support, a modern technical foundation, and access to Umbraco’s advanced AI capabilities!
What the AI layer unlocks
Umbraco V17 looks similar to V13 at first glance of the Backoffice, but it’s fundamentally a different platform as it’s the first to introduce the AI layer, Umbraco.AI. Umbraco V17's AI capabilities are built in, meaning Evelyn Partners can choose and activate the right AI tool for their particular use case to continue driving digital momentum for their firm.
V17's AI layer is provider-agnostic, too. Evelyn Partners can connect to OpenAI, Anthropic, Google Gemini, or others, and switch at any time, with a governance layer that lets them define where AI operates and what rules it follows
What Umbraco V17 opens up for Evelyn Partners
Now on V17, with a fully supported digital foundation, Evelyn Partners can continue to use their website to make an impact across the business:
● Marketing and content get access to AI-powered tools that handle bulk updates and on-brand suggestions in seconds using the Umbraco.AI layer.
● Risk and compliance operate in a governed, auditable environment, with security patches applied for three years through November 2028.
● Editors have access to advanced AI assistance built into the backoffice, with features like Copilot, Automate and much more.
● Developers have a modern, extensible platform built on Web Components and .NET 10.
● Leadership has cost certainty and zero AI vendor lock-in, with the freedom to connect to any AI provider and switch as the market evolves.
Cogworks made the upgrade process straightforward and stress-free. Throughout the upgrade and deployment, I had confidence in the team and the approach being taken
Emily Reynolds, • Digital Marketing Manager • Evelyn Partners
A long-term partnership
Our relationship with key digital leaders within the business goes back to 2017, from a Sitecore-to-Umbraco migration for Smith and Williamson, through their rebrand to Evelyn Partners with a full website design and build, to ongoing monthly support and, most recently, an upgrade from Umbraco V13 to V17!
Our goal? To continuously drive digital momentum for one of the UK's leading wealth management firms.
With the Umbraco V13 end-of-life deadline approaching in December 2026, Evelyn Partners is better positioned, better protected, and better equipped to serve their clients, with enterprise-level security and typical Umbraco flexibility and freedom, in the age of AI.
Screenshot from the Evelyn Partners Website on Umbraco 17 Personal
Questions?
Is Umbraco suitable for financial services firms?
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