New York, 10022, NY,
United States
Bruderman & Co., LLC Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Bruderman & Co., LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Bruderman & Co., LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Bruderman & Co., LLC has purchased the following applications: Microsoft 365 for Collaboration in 2016, Salesforce Pardot for Marketing Automation in 2020, SS&C Advent Axys for Portfolio and Investment Management 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 Bruderman & Co., LLC is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , SS&C Technologies 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 Bruderman & Co., LLC revenues, which have grown to $10.0 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 Bruderman & Co., LLC 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 | 2016 | 2016 |
In 2016, Bruderman & Co., LLC deployed Microsoft 365 as its Collaboration platform. Microsoft 365 was provisioned across the firm to support core collaboration and productivity functions.
Implementation work focused on core Microsoft 365 productivity services, leveraging Exchange Online for email, SharePoint Online for document and intranet capabilities, OneDrive for file synchronization and Microsoft Teams for real time collaboration and meetings. Configuration emphasized cloud identity and access control using Azure Active Directory and standard Microsoft 365 administrative controls for user provisioning and licensing. For a 60 person financial services firm this aligned Collaboration tooling with day to day corporate workflows and reduced reliance on on premise file sharing.
The company website lists Microsoft 365 usage, indicating the platform is visible in public technology signals and is used in web content and communications workflows. Operational coverage was organization wide, supporting business functions such as client services, finance and administration under centralized Microsoft 365 governance and policy controls.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, Bruderman & Co., LLC deployed Salesforce Pardot as its Marketing Automation solution. Salesforce Pardot is instrumented on the Bruderman website to capture prospect activity, manage email nurture sequences, and support list segmentation for outreach by marketing and business development teams.
The implementation centers on web form capture, tracking cookies and prospect profiles, automated email campaigns, list segmentation, and lead scoring workflows consistent with Marketing Automation best practices. Operational coverage targets marketing and client outreach functions across the firm, with configuration focused on landing pages, automated engagement programs, and segmentation rules. Governance emphasizes campaign approval workflows and data hygiene processes to maintain prospect records and consent status, aligning day-to-day campaign operations with compliance needs for a banking and financial services firm.
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Advent Axys | Portfolio and Investment Management | Investment Management | n/a | 2015 | 2015 |
In 2015, Bruderman & Co., LLC implemented SS&C Advent Axys for Portfolio and Investment Management to support portfolio management and portfolio research. The deployment targeted the firm’s investment desk and research teams within its banking and financial services operations, establishing Axys as the central application for managing investment accounting and model-driven portfolio workflows.
SS&C Advent Axys was configured to support portfolio management and portfolio research tasks, including portfolio accounting, trade capture, performance measurement, and the construction and adaptation of financial models for investment decision making. The implementation emphasized model development and scenario workflows that investment analysts used to anticipate market movements and inform financial planning.
The environment operated in conjunction with the Bloomberg terminal, Morningstar software both disc based and browser based, and Orion, which research teams used for market data and reference research while Axys served as the ledger and portfolio control plane. Rollout included hands-on adoption by portfolio managers and analysts, who integrated Axys into their research to refine processes and system-driven investment models.
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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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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