Calamos Investments
2020 Calamos Court,
Naperville, 60563, IL,
United States
Naperville, 60563, IL,
United States
1 630-245-7200
Banking and Financial Services
Calamos Investments Technographics
Calamos Investments Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Calamos Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 464 Calamos Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Calamos Investments has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2013, UKG Pro HCM (ex UltiPro HCM) for Core HR in 2013, FreeWheel Strata for Agency Management in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Calamos Investments is running and its propensity to invest more and deepen its relationship with Microsoft , SAP , 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 Calamos Investments revenues, which have grown to $175.0 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 Calamos Investments 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.
Calamos Investments Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP Financial Management | n/a | 2013 | 2014 |
In 2013, Calamos Investments implemented Microsoft Dynamics GP as an ERP Financial system to support its accounting and finance operations. The deployment established a centralized financial ledger and transaction processing environment for the firm, aligning application usage to core finance workflows.
Microsoft Dynamics GP was configured to manage accounts payable, accounts receivable, the general ledger, bank reconciliations, journal entry processing, and financial statement preparation. The configuration emphasized structured chart of accounts management, automated transaction posting and reconciliation capabilities, and financial reporting routines consistent with GAAP, supporting routine month end, quarter end, and year end close activities.
The implementation covered finance and accounting teams operating in Naperville, Illinois, where staff accountants and accounts receivable specialists used Microsoft Dynamics GP for day to day accounting operations and bank reconciliations. Governance centered on standardized close processes, controlled journal entry workflows, and reconciliations to ensure integrity of the general ledger, reflecting Calamos Investments Microsoft Dynamics GP ERP Financial alignment with corporate accounting and financial reporting functions.
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Expense Management | ERP Financial Management |
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2010 | 2010 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro HCM (ex UltiPro HCM) | Core HR | HCM | n/a | 2013 | 2013 |
In 2013, Calamos Investments implemented UKG Pro HCM (ex UltiPro HCM) for Core HR to centralize personnel records and standardize human resources workflows. The deployment served a 464 employee, United States based investment firm and was actively used by HR staff in Naperville, IL for day to day HR administration and candidate processing.
The implementation covered core HRIS functions including employee data entry and verification, compensation management with quarterly bonus calculations, recruiting and candidate tracking, benefits administration, and training coordination. Operational workflows supported phone screening and social sourcing for entry level roles, and the system was used to record job evaluations and total compensation reviews informed by external salary survey data.
Operational scope extended across HR and sales compensation processes, with UKG Pro HCM (ex UltiPro HCM) embedded into quarterly bonus routines used by the sales organization. Calamos staff utilized the application for routine HR transactions and for maintaining a single source of employee information, supporting onboarding and ongoing personnel updates at the Naperville site.
Governance and process controls were applied to compensation and bonus calculations, and system use enabled identification of a bonus calculation error that resulted in a documented $2,000 corrective saving. UKG Pro HCM (ex UltiPro HCM) functioned as the primary Core HR platform at Calamos Investments, supporting HR, recruiting, benefits, compensation, and training processes.
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Recruiting, Applicant Tracking System | HCM |
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2017 | 2017 |
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Workforce Analytics | HCM |
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2016 | 2016 |
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Workforce Management | HCM |
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2022 | 2023 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FreeWheel, A Comcast Company | Legacy | FreeWheel Strata | Agency Management | ERP Services and Operations | n/a | 2022 | 2022 |
In 2022, Calamos Investments implemented FreeWheel Strata for Agency Management. The deployment centralized agency order and ad operations for Calamos Investments, aligning the FreeWheel Strata application with the firm’s marketing and media operations functions.
Calamos configured core Agency Management functionality within FreeWheel Strata, focusing on campaign and insertion order management, inventory and ad trafficking, billing and invoice orchestration, and reporting workflows. Configuration emphasized campaign lifecycle orchestration, approval routing, rate card and pricing management, and scheduling automation to standardize media buying processes.
The implementation was structured to support integrations common to Agency Management platforms, enabling data flows between Strata and Calamos’s billing and financial reconciliation workflows and consolidating campaign reporting for finance and media teams. Operational coverage concentrated on marketing and media operations, with role-based access controls to segregate planning, trafficking, and finance responsibilities.
Governance measures included centralized order approval workflows, standardized invoice reconciliation procedures, and configuration of audit-ready reporting to support cross-team coordination between media operations and finance. FreeWheel Strata was positioned as the authoritative system for agency order lifecycle management within Calamos Investments.
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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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2021 | 2021 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | 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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2015 | 2015 |
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Customer Engagement | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | 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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IT Service Management | ITSM |
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2018 | 2018 |
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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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2007 | 2008 |
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Portfolio and Investment Management | Investment Management |
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2015 | 2015 |
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Portfolio and Investment Management | Investment Management |
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2020 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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PEO (Professional Employer Organization) | Professional Services |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Calamos Investments
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Calamos Investments Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Calamos Investments IT executives and key decision makers. This section highlights Calamos Investments's latest recorded technology evaluations, including Microsoft Project Online for Project Portfolio Management on 2025-02-27, TechnologyOne Enterprise Asset Management for Enterprise Asset Management on 2024-10-17, and TechnologyOne Supply Chain Management for Supply Chain Management on 2024-10-17. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Calamos Investments digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Calamos Investments Technographics
Calamos Investments is a Banking and Financial Services organization based in United States,
with around 464 employees and annual revenues of $175.0 million.
Calamos Investments operates a diverse technology stack with applications such as
Microsoft Dynamics GP, UKG Pro HCM (ex UltiPro HCM) and FreeWheel Strata,
covering areas like ERP Financial, Core HR and Agency Management.
Calamos Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, UKG and FreeWheel, A Comcast Company.
Calamos Investments recently adopted applications including
UKG Pro Workforce Management (Ex UKG Dimensions) in 2022, FreeWheel Strata in 2022 and Cisco Webex Meetings in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Calamos Investments’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Calamos Investments’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 Calamos Investments technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.