R.W. Braid
777 East Wisconsin Avenue,
Milwaukee, 53202, WI,
United States
Milwaukee, 53202, WI,
United States
1 800-792-2473
Insurance
R.W. Braid Technographics
R.W. Braid Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by R.W. Braid and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4500 R.W. Braid employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that R.W. Braid has purchased the following applications: Oracle PeopleSoft ERP for ERP Financial in 2022, Workday HCM for Core HR in 2019, HP Process Automation (Formerly LiquidOffice from Cardiff) for Business Process Management in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems R.W. Braid is running and its propensity to invest more and deepen its relationship with Oracle , Workday , UKG 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 R.W. Braid revenues, which have grown to $2.30 billion 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 R.W. Braid 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.
R.W. Braid Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle PeopleSoft ERP | ERP Financial | ERP Financial Management | n/a | 2022 | 2023 |
In 2022, R.W. Braid implemented Oracle PeopleSoft ERP to consolidate core finance and reporting for its investment and wealth management operations. Oracle PeopleSoft ERP was deployed as the firm level ERP Financial platform to support accounting workflows across partnership reporting, month end close, and FP&A activities.
Configuration focused on standard ERP Financial modules including General Ledger, Accounts Payable, Accounts Receivable, fixed asset accounting, cash management, and financial reporting. The deployment included transaction level configuration to support partnership accounting processes such as capital calls and distributions, routine reclass and accrual entries, and automated journal posting to streamline month end close and consolidate business unit results.
Operational coverage extended to Financial Planning and Analysis, Investment Operations, Reporting, and teams supporting audit and tax deliverables. Day to day reporting workflows used Excel alongside Oracle PeopleSoft ERP for ad hoc analysis and formatted investor reporting, with PeopleSoft serving as the authoritative transactional ledger for portfolio and partnership entries.
Governance and process changes emphasized standardized journal procedures, controlled reclass and accrual workflows, and consolidated reporting templates for business unit leaders. Implementation instruments aligned system usage to existing partnership accounting tasks and audit support processes without referencing any implementation partner.
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ERP Financial | ERP Financial Management |
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2019 | 2019 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday HCM | Core HR | HCM | n/a | 2019 | 2019 |
In 2019 R.W. Braid implemented Workday HCM as its Core HR platform. The deployment targeted enterprise HR and workforce management for the firm, consolidating employee master data, organizational structures, and transactional HR processing for an approximately 4,500 employee population in the United States.
Workday HCM was configured to support standard Core HR capabilities including employee records, position and job management, benefits administration, time and absence tracking, and foundational talent management workflows, aligning HR operational processes with the Core HR functional model. The implementation was delivered alongside greenfield financial systems for commissions, promissory notes, and compliance reporting as part of a broader systems program.
The Workday HCM rollout was integrated into the broader ERP and fintech architecture using API first strategies and event driven patterns, enabling HR data flows into systems referenced in the program such as Salesforce, Coupa, NetSuite and treasury systems, and into finance analytics tools including Kibana and Power BI. These integrations were oriented around real time data exchange, reconciliation, and embedding HR attributes into finance and compliance reporting channels.
Governance changes aligned HR master data stewardship with SOX compliance and regulatory reporting processes, and the Workday HCM migration in 2019 was executed in parallel with finance automation and ERP modernization efforts. Workday HCM migration was reported as successful, and the platform forms a core element of R.W. Braid Workday HCM Core HR support for human resources and cross functional finance governance.
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Employee Experience, Employee Engagement | HCM |
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2020 | 2024 |
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HR Service Delivery | HCM |
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2021 | 2022 |
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Volunteer Management | HCM |
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2020 | 2020 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Hewlett Packard Enterprise | Legacy | HP Process Automation (Formerly LiquidOffice from Cardiff) | Business Process Management | ERP Services and Operations | n/a | 2013 | 2014 |
In 2013, R.W. Baird deployed HP Process Automation, formerly LiquidOffice from Cardiff, to support its private wealth client onboarding toolset within US wealth management operations. The implementation is categorized under Business Process Management and is described in recruiting materials as a core technology for client planning and onboarding workflows. The year 2013 marks the placement of HP Process Automation in Baird's onboarding stack and anchors its use for accelerating paperwork processing across client facing teams.
The implementation focused on form orchestration, workflow automation, and electronic document capture and routing to accelerate client onboarding and paperwork processing. HP Process Automation was configured to drive structured onboarding forms and automated approval routing, with process orchestration layered into existing private wealth intake and client planning activities. Workflows were tuned for finance specific onboarding steps which align with standard Business Process Management capabilities such as data validation, conditional routing, and audit trail generation.
Operationally the system was embedded in Baird's US wealth management operations and used by client planning and onboarding functions across private wealth teams. Recruitment communications and vendor case summaries indicate HP Process Automation enabled faster onboarding and higher throughput in these client onboarding scenarios. Governance centered on workflow stewardship in the onboarding function, with configuration and process ownership assigned to private wealth operations and technology teams to manage ongoing form updates and process change.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2018 | 2018 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2023 | 2023 |
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Customer Loyalty | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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Application Performance Management | ITSM |
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2020 | 2020 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Performance and Planning | Investment Management |
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2013 | 2013 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2020 | 2020 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2019 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2015 | 2015 |
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Transactional Email | PaaS |
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2017 | 2017 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at R.W. Braid
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by R.W. Braid Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from R.W. Braid IT executives and key decision makers. This section highlights R.W. Braid's latest recorded technology evaluations, including ContractSafe Contract Management for Contract Lifecycle Management on 2026-02-17, AccuLynx for Construction ERP on 2025-08-26, and UKG Pro Payroll (ex Ultipro Payroll) for Payroll on 2025-08-21. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the R.W. Braid digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD R.W. Braid Technographics
R.W. Braid is a Insurance organization based in United States,
with around 4500 employees and annual revenues of $2.30 billion.
R.W. Braid operates a diverse technology stack with applications such as
Oracle PeopleSoft ERP, Workday HCM and HP Process Automation (Formerly LiquidOffice from Cardiff),
covering areas like ERP Financial, Core HR and Business Process Management.
R.W. Braid has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Workday and Hewlett Packard Enterprise.
R.W. Braid recently adopted applications including
Advisors Assistant CRM in 2023, Oracle PeopleSoft ERP in 2022 and PeopleSoft HR HelpDesk in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of R.W. Braid’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates R.W. Braid’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 R.W. Braid technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.