Boston, 02116, MA,
United States
AJO Vista Technographics
AJO Vista Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by AJO Vista and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 AJO Vista employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that AJO Vista has purchased the following applications: Enfusion Accounting for ERP Financial in 2021, Microsoft 365 for Collaboration in 2021, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems AJO Vista is running and its propensity to invest more and deepen its relationship with Clearwater Analytics , Microsoft , Salesforce or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing AJO Vista revenues, which have grown to $5.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for AJO Vista intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
AJO Vista Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Clearwater Analytics | Legacy | Enfusion Accounting | ERP Financial | ERP Financial Management | n/a | 2021 | 2021 |
In 2021, AJO Vista implemented Enfusion Accounting as an ERP Financial solution to outsource middle and back office functions including accounting and managed services, enabling a rapid firm relaunch. The firm relaunched in October 2021 and the deployment supported the Boston and Philadelphia based quantitative manager by centralizing operational bookkeeping and vendor provided managed services so the boutique investment team could focus on investment performance.
The implementation configured Enfusion Accounting to operationalize core accounting workflows typical of an ERP Financial platform, including general ledger processing, reconciliation orchestration, bookkeeping and centralized financial reporting. Enfusion Accounting was used as a cloud hosted platform with vendor operated managed services to absorb day to day accounting execution and reporting, while the firm retained oversight of investment decisions and strategic control.
Operational scope covered middle and back office accounting functions across AJO Vista operations, with Enfusion providing ongoing managed services and platform level control over accounting workflows. Governance shifted toward vendor managed process ownership and service level orchestration, and the Enfusion case study reports the platform enabled a rapid relaunch and provided the operational scalability the firm required.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2023 | 2023 |
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Tag Management | CRM |
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2022 | 2022 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
|
2022 | 2022 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Management | Investment Management |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at AJO Vista
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by AJO Vista Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||