Richmond Hill, L4B 1J8, ON,
Canada
Canso Investment Counsel Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Canso Investment Counsel and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Canso Investment Counsel employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Canso Investment Counsel has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, Hotjar for Customer Experience in 2019, SimCorp Portfolio Workbench for Portfolio and Investment Management in 2025 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Canso Investment Counsel is running and its propensity to invest more and deepen its relationship with Cisco Systems , Microsoft , Salesforce 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 Canso Investment Counsel 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 Canso Investment Counsel 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 |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2023 | 2023 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Contentsquare | Legacy | Hotjar | Customer Experience | CRM | n/a | 2019 | 2019 |
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Tag Management | CRM |
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2018 | 2018 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SimCorp | Legacy | SimCorp Portfolio Workbench | Portfolio and Investment Management | Investment Management | n/a | 2025 | 2026 |
In 2025, Canso Investment Counsel implemented SimCorp Portfolio Workbench as part of a SimCorp One deployment to consolidate portfolio and trade management onto a single front to back platform. The implementation targets Portfolio and Investment Management functions across Canso's Canadian investment, trading, and operations teams, centralizing portfolio management workflows and trade lifecycle processing. For a 50 employee professional services firm, the configuration emphasizes front office portfolio analytics, order management, and trade capture capabilities within SimCorp Portfolio Workbench.
The deployment configured Portfolio Workbench functionality inside SimCorp One to standardize position keeping, valuation workflows, and front to back reconciliation, and to streamline operational processes across investment management, trading, and operations. Integrations with external systems were not specified in the announcement, the program narrative centers on consolidation onto a single platform to drive operational efficiencies and support growth in Canada. Governance changes include establishing centralized process ownership for portfolio and trade lifecycle workflows and a phased rollout to Canadian operations to enable controlled adoption. The initiative is positioned to deliver operational efficiencies and support growth in Canada as described in the selection announcement.
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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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2016 | 2016 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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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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2022 | 2022 |
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