London, EC1N 2SW,
United Kingdom
Alquity Investment Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Alquity Investment Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 12 Alquity Investment Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Alquity Investment Management has purchased the following applications: Slack Connect for Collaboration in 2022, Efficy webCRM for CRM in 2018, Limina IMS for Portfolio and Investment Management in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Alquity Investment Management is running and its propensity to invest more and deepen its relationship with Salesforce , Efficy , Upland Software 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 Alquity Investment Management revenues, which have grown to $2.0 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 Alquity Investment Management 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.
x
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Slack Connect | Collaboration | Collaboration | n/a | 2022 | 2022 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Efficy | Legacy | Efficy webCRM | CRM | CRM | n/a | 2018 | 2018 |
In 2018, Alquity Investment Management deployed Efficy webCRM as its primary CRM. The deployment is surfaced on the company website, where Efficy webCRM collects and stores inbound contact and prospect records for the firm in the CRM category.
The implementation centers on core CRM capabilities including centralized contact and relationship management, web lead capture tied to site interactions, activity and communication logging, and basic reporting and segmentation to support outreach. Efficy webCRM is described as the primary system of record for client and prospect data, with configuration aligned to capture investor inquiries originating from the public site.
Operational responsibility for the Efficy webCRM instance sits with the small commercial and client-facing teams, reflecting the companys 12 person scale and UK operating base. Governance has been organized around a centralized contact repository, role-based user access, and process alignment for handling web-generated leads and investor communications, with administration managed internally rather than through an external integrator.
|
|
|
|
|
Marketing Automation | CRM |
|
2015 | 2015 |
|
|
|
|
|
Marketing Automation | CRM |
|
2022 | 2022 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Limina | Legacy | Limina IMS | Portfolio and Investment Management | Investment Management | n/a | 2022 | 2023 |
In 2022, Alquity Investment Management implemented Limina IMS as a cloud-native platform. The deployment used Limina IMS for Portfolio and Investment Management to provide integrated PMS and OMS capabilities that support Alquity’s impact-driven, high-growth market strategies.
The implementation prioritized bespoke functional modules, including a custom rebalancing tool, a bespoke compliance module, and a bespoke volatility trading tool, together with a flexible reconciliation solution. Configuration emphasized rapid adaptability and monthly upgrade releases, enabling incremental delivery of tailored features and ongoing refinement of portfolio and order management workflows.
Architecturally the solution was delivered as a cloud-native service providing low latency access from anywhere and managed monthly releases. Operational coverage targeted portfolio managers, trading operations, compliance, and back office reconciliation, aligning system capabilities with Alquity’s investment operations and governance needs without introducing named third party integrations.
Governance and rollout reflected a collaborative vendor relationship with Limina acting as a development partner, focused on bespoke development, business continuity, and fast turnaround on requirements. Reported outcomes from Alquity include an outstanding reconciliation capability and a platform characterized as bespoke, reliable, accessible, and delivering cutting-edge technology.
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2015 | 2015 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2015 | 2015 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2019 | 2019 |
|
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||