London, EC4V 4LA,
United Kingdom
Alcentra Technographics
Alcentra Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Alcentra and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Alcentra employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Alcentra has purchased the following applications: DocuSign eSignature for Digital Signing in 2023, StoneShot for Marketing Automation in 2020, SS&C Advent Geneva for Portfolio and Investment Management in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Alcentra is running and its propensity to invest more and deepen its relationship with DocuSign , StoneShot , SS&C Technologies 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 Alcentra revenues, which have grown to $134.0 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 Alcentra 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.
Alcentra Tech Stack and Enterprise Applications
Alcentra Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2023 | 2023 |
In 2023 Alcentra implemented DocuSign eSignature as a Digital Signing solution on its website. The deployment embedded DocuSign eSignature into the customer facing site to enable online signature capture for client agreements and to provide a web based signature flow, linking Alcentra, DocuSign eSignature, Digital Signing and client facing contract execution.
The implementation configured envelope templates, embedded signing flows, recipient authentication and audit trail capabilities that are core to DocuSign eSignature and Digital Signing workflows. Integration was implemented via server side API calls from the website to create and monitor signing envelopes and to surface signature status for downstream handling. Operational ownership and governance were assigned to client services and legal teams to manage templates, signing policies and compliance workflows.
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Alcentra CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| StoneShot | Legacy | StoneShot | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, Alcentra implemented StoneShot as its Marketing Automation platform and embedded StoneShot on its corporate website to centralize digital campaign execution. The deployment focused on site-level instrumentation and browser based tracking to enable web driven lead capture and campaign orchestration across their public content and gated assets.
StoneShot was configured to support standard Marketing Automation capabilities including email campaign management, web forms and landing pages, tracking pixels and session capture, contact segmentation, and campaign workflow orchestration. The implementation emphasized content personalization and automated nurture sequences consistent with Marketing Automation functional workflows, and StoneShot was used to author, schedule, and sequence outbound communications tied to web interactions.
Operational coverage centered on Alcentra’s marketing and communications functions, with the platform operating against the corporate website as the primary touch point for investor and client engagement. Data capture and consent flows were implemented at the web layer to align contact capture with regional privacy requirements, and StoneShot managed contact records and segmentation for downstream campaign targeting.
Governance and process changes focused on centralized campaign approval and role based access to StoneShot, establishing content review workflows and data handling rules for marketing operations. The rollout prioritized site level tagging, form standardization, and campaign templates to streamline execution and ensure consistent use of StoneShot across digital channels.
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Alcentra Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Advent Geneva | Portfolio and Investment Management | Investment Management | n/a | 2020 | 2020 |
In 2020, Alcentra implemented SS&C Advent Geneva in its Portfolio and Investment Management environment, deploying the application to support fund accounting and valuation workflows. The implementation sat within Fund Control and Data Management and was aligned with a back office program that included outsourcing reconciliations and trade settlement while maintaining an in‑house IBOR function, with a core operational team of six fund controllers and accountants driving the rollout.
The SS&C Advent Geneva implementation focused on portfolio accounting, NAV production and valuation workflows, and was used to construct NAV packs, investor reports, and portfolio and contribution reports. Geneva was configured alongside a customized front end built in Allvue, and the project included significant work on data testing, static data integrity and built in calculations to ensure consistency across reporting outputs.
Integrations and data orchestration extended to Allvue, Everest and BMS as part of a multi‑system reporting stack, and Geneva fed the RAW Reporting and Warehouse Solution for centralized reporting and analytics. The deployment supported automation workstreams such as pricing automation for the Alcentra Pricing Committee, which included automated write ups, data extraction and broker price scraping, and it underpinned day to day Shadow NAV production and TPA interactions.
Governance for the Geneva deployment was embedded in existing operational committees, including the Structured Credit Operational Group and the Technology and Innovation Committee, with observer involvement on the Pricing Committee. The programme included oversight of audits with a focus on custody rule compliance and partial oversight of tax work, and it introduced new workflows for valuation approvals and stakeholder communications across portfolio managers and analysts.
Operational coverage included support for newly launched strategies and funds, ongoing performance reporting, and direct collaboration with PMs and analysts to evolve reporting solutions. SS&C Advent Geneva provided the accounting and valuation backbone within Alcentra’s Portfolio and Investment Management stack and was instrumental in consolidating fund control, reporting and pricing automation efforts.
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Portfolio and Investment Performance and Planning | Investment Management |
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2016 | 2016 |
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Alcentra TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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Alcentra 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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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Alcentra CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Alcentra
Apps Being Evaluated by Alcentra Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-01-09 | Alcentra | Evaluated | BlackRock | BlackRock Aladdin | Portfolio and Investment Management | Investment Management |