Asheville, 28801-4051, NC,
United States
Altamont Capital Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Altamont Capital Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Altamont Capital 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 Altamont Capital Management has purchased the following applications: CallRail Call Tracking for Call Tracking and Recording in 2020, Envestnet Tamarac for Portfolio and Investment Management in 2014, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Altamont Capital Management is running and its propensity to invest more and deepen its relationship with CallRail , Envestnet , Microsoft 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 Altamont Capital Management revenues, which have grown to $1.0 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 Altamont Capital 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.
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CallRail | Legacy | CallRail Call Tracking | Call Tracking and Recording | CRM | n/a | 2020 | 2020 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Envestnet | Legacy | Envestnet Tamarac | Portfolio and Investment Management | Investment Management | n/a | 2014 | 2014 |
In 2014, Altamont Capital Management adopted Envestnet Tamarac as its Portfolio and Investment Management platform. Envestnet Tamarac is implemented as the firm’s portfolio management hub and is surfaced on the company website to provide client access and advisor-facing account views.
The deployment is configured to support functional modules common to Portfolio and Investment Management systems, including portfolio accounting, performance reporting, trade order management, rebalancing, and consolidated portfolio analytics. Operational scope focuses on the investment team and client service functions within the 10-person firm, where Envestnet Tamarac is used to centralize advisor workflows, standardize reporting templates, and maintain consistent model and tax lot settings. Governance is organized around centralized configuration and scheduled reporting to enforce consistent portfolio governance and client communication workflows.
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | 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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Secure Email Gateways (SEGs) | CyberSecurity |
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2014 | 2014 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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