AI Buyer Insights:

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● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Apera Asset Management
Location
105 Piccadilly,
London, W1J 7NJ,
United Kingdom
Website
https://www.apera-am.com/
Phone
44 20 3871-2531
Artw industry
Professional Services
Employee
Revenue

Apera Asset Management Technographics

Apera Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

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.

Apera Asset Management Tech Stack and Enterprise Applications

Apera Asset Management Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2019 2019
In 2019, Apera Asset Management deployed Microsoft 365 as its Collaboration platform. Microsoft 365 is used to support corporate communications and document collaboration, with Apera Asset Management Microsoft 365 Collaboration serving email, teamwork, and knowledge management functions across the firm. The deployment is cloud hosted through Microsoft 365 subscription services and scaled to a 50 person professional services firm, with configuration focused on core Collaboration capabilities. Implemented modules align with standard Microsoft 365 components, including Exchange Online for email, SharePoint and OneDrive for document storage and collaboration, and Teams for real time messaging and meetings, and the company website references Microsoft 365 as part of its technology footprint.
Apera Asset Management CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Mailchimp Marketing Automation CRM n/a 2020 2020
In 2020, Apera Asset Management implemented Intuit Mailchimp as its Marketing Automation solution to support marketing and client communications. The deployment is a cloud SaaS integration embedded on the corporate website, where Mailchimp handles web-embedded signup forms and subscription workflows to populate audience lists. Functional usage centers on email campaign creation and template management, audience capture from site forms, and basic automation workflows for prospect nurture and client updates using Intuit Mailchimp. Operational scope is focused on the firm level for this UK professional services firm, with marketing and client communications teams operating the platform and managing list segmentation and template governance. Governance practices include centralized list management, opt-in consent capture at point of signup to meet regional privacy requirements, and routine audience hygiene processes implemented through the Mailchimp interface. Intuit Mailchimp is therefore the designated Marketing Automation application for Apera Asset Management, linking website capture to ongoing email marketing and client communication workflows.
Apera Asset Management 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.
Apera Asset Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2020 2020
Apera Asset Management CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2020 2020

IT Decision Makers and Key Stakeholders at Apera Asset Management

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Apera Asset Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Apera Asset Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Apera Asset Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Apera Asset Management Technographics
Apera Asset Management is a Professional Services organization based in United Kingdom, with around 50 employees and annual revenues of $5.0 million.
Apera Asset Management operates a diverse technology stack with applications such as Microsoft 365, Intuit Mailchimp and AccountsIQ Financial Consolidation, covering areas like Collaboration, Marketing Automation and Financial Consolidation and Close.
Apera Asset Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Intuit and AccountsIQ.
Apera Asset Management recently adopted applications including Intuit Mailchimp in 2020, Cloudflare CDN in 2020 and Mimecast Email Security in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Apera Asset Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Apera Asset Management’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Apera Asset Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.