London, EC3R 7AG,
United Kingdom
Charles Taylor Investment Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Charles Taylor Investment Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3050 Charles Taylor Investment Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Charles Taylor Investment Management has purchased the following applications: LogicMelon for Recruiting, Applicant Tracking System in 2019, Bloomberg AIM for Portfolio and Investment Management in 2020, Twilio Sendgrid for Transactional Email in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Charles Taylor Investment Management is running and its propensity to invest more and deepen its relationship with Logic Enterprises , Bloomberg , Twilio 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 Charles Taylor Investment Management revenues, which have grown to $214.0 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 Charles Taylor Investment Management 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.
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Logic Enterprises | Legacy | LogicMelon | Recruiting, Applicant Tracking System | HCM | n/a | 2019 | 2019 |
In 2019 Charles Taylor Investment Management implemented LogicMelon on its website. LogicMelon functions as the firm’s Recruiting,Applicant Tracking System to publish job listings from the careers portal and capture candidate applications through the public site.
The LogicMelon deployment configures online application forms, structured job posting templates, resume parsing and a centralized candidate database, reflecting core Recruiting,Applicant Tracking System capabilities. Implementation includes workflow automation for candidate screening and interview scheduling, and profile consolidation to support pipeline management and shortlisting.
Operational coverage centers on corporate recruiting and talent acquisition teams and hiring managers who access requisitions and candidate records through the careers page. Governance was structured around requisition approval flows and role based access to applicant data, and the solution is embedded in the public career site to centralize applicant intake and candidate lifecycle tracking.
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bloomberg | Legacy | Bloomberg AIM | Portfolio and Investment Management | Investment Management | n/a | 2020 | 2020 |
In 2020 Charles Taylor Investment Management deployed Bloomberg AIM, the AIM order management system, as part of a Portfolio and Investment Management initiative to enhance its investment workflows. The Bloomberg AIM order management system was implemented to streamline investment processes with end to end workflows, provide execution capabilities, and improve data consistency across trading and portfolio operations.
The deployment focused on core OMS capabilities typical to the Portfolio and Investment Management category, including consolidated order management, trade capture and lifecycle tracking, execution management functionality, position and inventory visibility, and embedded compliance and pre trade checks. Bloomberg AIM was configured to support trade routing and execution workflows, and to enforce standardized order and allocation processes across investment desks.
Charles Taylor also implemented Bloomberg PORT Enterprise to deliver risk and attribution models alongside portfolio analytics, creating a combined AIM and PORT Enterprise environment for front to middle office workflows. The implementation extended across the firm’s UK investment operations, aligning portfolio managers, traders, operations, and risk teams on a single set of trade and position data to support reporting, risk analysis, and attribution.
Governance changes emphasized centralized order control and data governance to support consistent trade lifecycle processing and analytics consumption by PORT Enterprise. The stated outcomes of the project include streamlined investment processes with end to end workflows, enhanced execution capabilities, and improved data consistency, while PORT Enterprise provides the stated risk and attribution modeling and portfolio analytics capabilities.
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Sendgrid | Transactional Email | PaaS | n/a | 2019 | 2019 |
In 2019, Charles Taylor Investment Management implemented Twilio Sendgrid as its Transactional Email solution on its website. The deployment targeted website customer touchpoints to handle account notifications, investment and policy alerts, and other system-driven messages using Twilio Sendgrid for programmatic message delivery.
The implementation centralized template management, sender authentication including SPF and DKIM configuration, and delivery tracking by using Twilio Sendgrid API and SMTP delivery paths. Event webhooks were configured to return bounce, open, and delivery events into the website backend for operational logging and suppression workflows. Operational coverage focused on the firm’s customer-facing website channels and impacted business functions including digital customer communications, IT operations, and compliance governance for message handling.
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Transactional Email | PaaS |
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2020 | 2020 |
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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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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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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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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