Brooks Macdonald
21 Lombard Street,
London, EC3V 9AH,
United Kingdom
London, EC3V 9AH,
United Kingdom
44 20 7499 6424
Banking and Financial Services
Brooks Macdonald Technographics
Brooks Macdonald Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Brooks Macdonald and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 485 Brooks Macdonald employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Brooks Macdonald has purchased the following applications: DocuSign eSignature for Digital Signing in 2022, Wealth Dynamix for CRM in 2015, New Relic APM for Application Performance Management in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Brooks Macdonald is running and its propensity to invest more and deepen its relationship with DocuSign , Wealth Dynamix , dotdigital 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 Brooks Macdonald revenues, which have grown to $161.0 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 Brooks Macdonald 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.
Brooks Macdonald Tech Stack and Enterprise Applications
Brooks Macdonald Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022, Brooks Macdonald implemented DocuSign eSignature as a Digital Signing solution on its website. The deployment embeds DocuSign eSignature into public-facing document flows to capture legally binding electronic signatures for client-facing forms and agreements used in wealth management services. The implementation leverages core Digital Signing capabilities such as remote signature capture, envelope routing, and audit trail generation to ensure document integrity and traceability.
The implementation is scoped to web-based signature capture and document presentation for client onboarding and transactional document exchanges, with operational focus on client-facing workflows delivered through the company website. Governance emphasis centers on signature auditability, certificate generation, and document retention controls to align with financial services compliance practices. Brooks Macdonald uses DocuSign eSignature as a Digital Signing platform to support client document execution workflows on its public site.
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Brooks Macdonald CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wealth Dynamix | Legacy | Wealth Dynamix | CRM | CRM | n/a | 2015 | 2015 |
In 2015, Brooks Macdonald implemented Wealth Dynamix CRM as a front-office client relationship platform to support its wealth management business. The implementation focused on embedding Wealth Dynamix CRM into client servicing and adviser workflows with an accompanying online portal for clients and advisers to support advisory and account servicing processes.
Configuration and automation work included data migration and data integrity projects, with a Tricentis process automation solution using Tosca to automate extract, transform and load sequences into the IBM iSeries back-office by mimicking user keystrokes on mainframe screens. Test automation and regression cycles were executed using Tosca, SQL Server and PowerShell, and the engagement included automation sprint management and hands-on execution of data migration validation.
Integrations and operational coverage extended beyond the CRM to back-office and market infrastructure components, with testing and coordination involving investment managers, client administrators, fees processing, stock reconciliation and other back-office functional areas. The program also managed CREST-related changes with Figaro and coordinated Microsoft Dynamics (WDX) changes and Figaro patch release testing alongside Wealth Dynamix CRM activities.
Governance and rollout activity included managing the user acceptance test phase for the MiFID II program, coordinating business acceptance testing across multiple specialist teams, and enforcing structured automation and regression test cycles. Delivery responsibilities included single-handed execution of data migration tasks and leading cross-functional UAT coordination to align business acceptance with technical verification.
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Customer Engagement | CRM |
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2017 | 2017 |
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Customer Engagement | CRM |
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2015 | 2015 |
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Brooks Macdonald ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| New Relic | Legacy | New Relic APM | Application Performance Management | ITSM | n/a | 2014 | 2014 |
In 2014 Brooks Macdonald implemented New Relic APM on their website, brooksmacdonald.com, to introduce Application Performance Management for their public web channel. The deployment established New Relic APM as the primary telemetry platform for website performance monitoring and error visibility, instrumenting both server side and browser side components to surface real-time metrics and traces. This approach centralized application performance and error analytics for the customer facing site.
Configuration follows an agent based architecture with instrumentation embedded in application runtimes and browser monitoring to provide end to end transaction tracing, error capture, synthetic style checks, dashboarding, and alerting workflows. Functional modules observed align with standard Application Performance Management capabilities, including real time metrics, transaction traces, error analytics, and visual dashboards, supporting development and operations teams responsible for the website. Governance and operational ownership are centered on site reliability and web engineering functions to maintain monitoring coverage and incident response for the site.
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Brooks Macdonald Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2020 | 2020 |
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Brooks Macdonald PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Test Automation Platform | PaaS |
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2018 | 2019 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Brooks Macdonald IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Network Virtualisation | IaaS |
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2011 | 2011 |
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Brooks Macdonald 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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2013 | 2013 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2022 | 2022 |
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Brooks Macdonald Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Professional Services | Professional Services |
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2019 | 2019 |
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Professional Services | Professional Services |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Brooks Macdonald
| First Name | Last Name | Title | Function | Department | Phone | |
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Project Manager & Programme Test Manager | Manager | IT | |
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Test Manager | Manager | IT | |
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Group Technology Director | Director | IT | |
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Application Support Analyst | Non Manager | IT | |
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Apps Being Evaluated by Brooks Macdonald Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Brooks Macdonald IT executives and key decision makers. This section highlights Brooks Macdonald's latest recorded technology evaluations, including intelliflo office for Professional Services Automation on 2024-12-17. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Brooks Macdonald digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2024-12-17 | Brooks Macdonald | Evaluated | Intelliflo | intelliflo office | Professional Services Automation | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Brooks Macdonald Technographics
Brooks Macdonald is a Banking and Financial Services organization based in United Kingdom,
with around 485 employees and annual revenues of $161.0 million.
Brooks Macdonald operates a diverse technology stack with applications such as
DocuSign eSignature, Wealth Dynamix and New Relic APM,
covering areas like Digital Signing, CRM and Application Performance Management.
Brooks Macdonald has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as DocuSign, Wealth Dynamix and New Relic.
Brooks Macdonald recently adopted applications including
DocuSign eSignature in 2022, Imperva Sonar in 2022 and Cloudflare CDN in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Brooks Macdonald’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Brooks Macdonald’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 Brooks Macdonald technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.