Clarion Partners
230 Park Ave,
New York, 10169, NY,
United States
New York, 10169, NY,
United States
1 212-883-2500
Construction and Real Estate
Clarion Partners Technographics
Clarion Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Clarion Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 315 Clarion Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Clarion Partners has purchased the following applications: SAP Concur Invoice for AP Automation in 2018, UKG Pro Recruiting (ex UltiPro Recruiting) for Recruiting, Applicant Tracking System in 2017, MRI Investment Management for Real Estate Investment in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Clarion Partners is running and its propensity to invest more and deepen its relationship with SAP , Oracle , 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 Clarion Partners revenues, which have grown to $70.0 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 Clarion Partners 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.
Clarion Partners Tech Stack and Enterprise Applications
Clarion Partners ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Invoice | AP Automation | ERP | n/a | 2018 | 2018 |
In 2018, Clarion Partners implemented SAP Concur Invoice to establish an AP Automation capability. The deployment targeted accounts payable processing within the firm’s accounting function at its Dallas office while supporting related business teams across asset management, research and financial analysis.
SAP Concur Invoice was configured to support invoice capture, validation, invoice data entry and routed approvals, aligning with standard AP Automation workflows for invoice processing and approval orchestration. Internal staff, including interns, processed accounts payable transactions through Concur and maintained invoice-level data used for monthly reporting updates.
The implementation included document management coordination with SharePoint, where legal documents and supporting materials were uploaded to a newly implemented SharePoint system to accompany invoice records. Functional coverage extended beyond accounting to provide invoice outputs that informed monthly hospitality group reports and financial analysis tasks.
Governance emphasized standardized upload and recordkeeping procedures and embedding invoice routing and approval steps into existing accounting operations, with user-level data entry and approvals executed inside SAP Concur Invoice. The approach centralized AP processing practices consistent with AP Automation functional models.
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ERP Financial | ERP |
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2017 | 2018 |
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ERP Financial | ERP |
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2018 | 2018 |
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Expense Management | ERP |
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2015 | 2015 |
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Clarion Partners HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro Recruiting (ex UltiPro Recruiting) | Recruiting, Applicant Tracking System | HCM | n/a | 2017 | 2017 |
In 2017 Clarion Partners implemented UKG Pro Recruiting (ex UltiPro Recruiting) as its Recruiting,Applicant Tracking System. UKG Pro Recruiting is deployed as the company ATS and is embedded on Clarion Partners' public career site via the hosted job board URL, providing the primary candidate intake channel for the firm. The implementation supports Clarion Partners' HR and talent acquisition teams within the United States construction and real estate business.
The configuration leverages core applicant tracking capabilities typical of a Recruiting,Applicant Tracking System, including job posting and career site integration, requisition management, candidate profile capture and resume parsing, configurable hiring workflows, interview scheduling, and offer management. UKG Pro Recruiting (ex UltiPro Recruiting) is set up to present live job listings on the corporate site, enable hiring manager access to requisition and candidate status, and automate recruiter workflows while providing reporting and candidate data controls for compliance and auditability.
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Clarion Partners ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| MRI Software | Legacy | MRI Investment Management | Real Estate Investment | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018, Clarion Partners implemented MRI Investment Management as part of its portfolio accounting strategy and selected MRI Investment Accounting as its fund accounting solution to automate and manage fund accounting, improving accounting accuracy, streamlining operations and enhancing investor reporting. Clarion Partners is a global real estate investment firm and integrated the new MRI capability alongside its existing MRI property management and accounting deployment to centralize accounting records from asset level up through client ledgers.
The implementation emphasized fund accounting and consolidation functionality, including automated rollup of property data and financials across complex ownership structures, creation of financial statements, and handling of contributions and distributions via waterfall processing. MRI Investment Accounting is built on MRI’s Platform X and the deployment leveraged the platform architecture to maintain transparency through all levels of ownership and to support portfolio level accounting, investor reporting, and audit workflows.
Operational coverage focused on portfolio accounting across clients, portfolios and individual assets, with governance changes to automate the rollup process and strengthen controls as part of the accounting workflow. Clarion Partners cited MRI’s open and connected architecture as a critical factor, enabling planned integration with additional software and extension of capabilities, while the primary business functions impacted were investment accounting, reporting, and audit support within the Real Estate Investment domain.
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Real Estate Property Management | ERP Services and Operations |
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2014 | 2014 |
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Real Estate Property Management | ERP Services and Operations |
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2020 | 2020 |
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Clarion Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2018 | 2018 |
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Clarion Partners 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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2020 | 2020 |
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Enterprise Content Management | Content Management |
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2020 | 2020 |
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Clarion Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Clarion Partners EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Environmental, Social, and Governance (ESG) | EPM |
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2014 | 2014 |
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Clarion Partners Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transfer Agency | Investment Management |
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2021 | 2021 |
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Clarion Partners TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2018 | 2018 |
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Clarion Partners 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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2014 | 2014 |
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Digital Workspace | IaaS |
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2021 | 2021 |
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Clarion Partners CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Clarion Partners
| First Name | Last Name | Title | Function | Department | Phone | |
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President and Chief Investment Officer | CXO | Investment | |
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Chairman and Chief Executive Officer | CXO | Finance | |
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Managing Director & Chief Financial Officer | Director | Finance | |
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Controller | Director | Finance | |
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SVP Finance Operations/Fund CFO | VP | Finance | |
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Fund CFO | CXO | Finance | |
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Managing Director, Portfolio Manager, Fund Management | Manager | Investment | |
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Managing Director, Fund Portfolio Manager, Industrial | Manager | Investment | |
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Managing Director, Chief Technology Officer | Director | IT | |
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Senior Vice President, Information Technology | VP | IT | |
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Development Fund Accounting | Manager | Finance | |
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Apps Being Evaluated by Clarion Partners Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Clarion Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Clarion Partners digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Clarion Partners Technographics
Clarion Partners is a Construction and Real Estate organization based in United States,
with around 315 employees and annual revenues of $70.0 million.
Clarion Partners operates a diverse technology stack with applications such as
SAP Concur Invoice, UKG Pro Recruiting (ex UltiPro Recruiting) and MRI Investment Management,
covering areas like AP Automation, Recruiting, Applicant Tracking System and Real Estate Investment.
Clarion Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, UKG and MRI Software.
Clarion Partners recently adopted applications including
Salesforce Marketing Cloud in 2021, Salesforce Sales Cloud in 2021 and SS&C GIDS in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Clarion Partners’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Clarion Partners’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 Clarion Partners technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.