London, W1J 7NJ,
United Kingdom
Apera Asset Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Apera Asset Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Apera Asset 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 Apera Asset Management has purchased the following applications: Microsoft 365 for Collaboration in 2019, Intuit Mailchimp for Marketing Automation in 2020, AccountsIQ Financial Consolidation for Financial Consolidation and Close in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Apera Asset Management is running and its propensity to invest more and deepen its relationship with Microsoft , Intuit , AccountsIQ 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 Apera Asset Management revenues, which have grown to $5.0 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 Apera Asset 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2020 | 2020 |
|
EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AccountsIQ | Legacy | AccountsIQ Financial Consolidation | Financial Consolidation and Close | EPM | n/a | 2015 | 2015 |
In 2015 Apera Asset Management implemented AccountsIQ Financial Consolidation to address a combined need for simple accounting, complex reporting, consolidation and international requirements noted by CFO Rob Shaw. The deployment targeted the firm’s finance and fund accounting workflows and was selected because AccountsIQ had comparable sector clients with similar consolidation needs, supporting Apera’s multi-entity financial close activities, Category: .
AccountsIQ Financial Consolidation was configured to centralize entity-level ledger feeds and to provide consolidation capabilities, including chart of accounts mapping, currency translation and intercompany elimination workflows. Reporting and ad hoc consolidation reporting were emphasized, with configuration for consolidated financial statements and management reporting that align with fund accounting cycles.
Operational governance centered on a centralized finance team for monthly close orchestration and role-based access controls for entity-level users, with audit trail and control points built into consolidation processes. The implementation narrative reflects a finance-led rollout focused on consolidation, reporting and international accounting controls rather than operational system integrations.
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
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|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2020 | 2020 |
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