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Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Antonetti Capital Mgmnt Data, Technology Stack, and Enterprise 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
Google 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
Application Hosting and Computing Services IaaS 2022 2022
IT Decision Makers and Key Stakeholders at Antonetti Capital Mgmnt
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Antonetti Capital Mgmnt Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Antonetti Capital Mgmnt Technographics

Antonetti Capital Mgmnt is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Antonetti Capital Mgmnt operates a diverse technology stack with applications such as Microsoft 365, Google Tag Manager and Envestnet Tamarac, covering areas like Collaboration, Tag Management and Portfolio and Investment Management.

Antonetti Capital Mgmnt has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Google and Envestnet.

Antonetti Capital Mgmnt recently adopted applications including Envestnet Tamarac in 2022, HostGator in 2022 and Microsoft 365 in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Antonetti Capital Mgmnt’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Antonetti Capital Mgmnt’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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