Naples, 34105-3200, FL,
United States
Antonetti Capital Mgmnt Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Antonetti Capital Mgmnt and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Antonetti Capital Mgmnt employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Antonetti Capital Mgmnt has purchased the following applications: Microsoft 365 for Collaboration in 2021, Google Tag Manager for Tag Management in 2020, Envestnet Tamarac 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 Antonetti Capital Mgmnt is running and its propensity to invest more and deepen its relationship with Microsoft , Google , Envestnet 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 Antonetti Capital Mgmnt 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 Antonetti Capital Mgmnt 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Tag Manager | Tag Management | CRM | n/a | 2020 | 2020 |
|
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 | 2022 | 2022 |
In 2022, Antonetti Capital Mgmnt deployed Envestnet Tamarac as its Portfolio and Investment Management application, with public site artifacts showing the platform surfaced on the company website. The visible integration into the website indicates a web delivered client portal or advisor dashboard use case, positioning Envestnet Tamarac as a primary surface for client portfolio access and advisor workflows.
The implementation emphasizes core Portfolio and Investment Management capabilities common to the category, including portfolio accounting, performance reporting, and trade and rebalancing workflow orchestration. Envestnet Tamarac appears configured to centralize advisor facing portfolio visibility, client statements, and automated reporting templates.
Operational coverage focuses on investment and advisory functions at Antonetti Capital Mgmnt, with the platform supporting advisor led client reporting and portfolio oversight. Typical functional integrations for Envestnet Tamarac implementations align with custodial account data feeds, market data ingestion, and CRM linkage to enable reconciliation, performance attribution, and client communication automation.
Governance and configuration priorities are consistent with advisor operations and compliance review, concentrating on account mapping, report templates, and role based permissions for client portal access through the website. The deployment of Envestnet Tamarac on the public site signals emphasis on client portal delivery and advisor orchestration within the Portfolio and Investment Management application footprint.
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
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|
Application Hosting and Computing Services | IaaS |
|
2022 | 2022 |
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