AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cramer Rosenthal McGlynn Data, Technology Stack, and Enterprise Applications
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Linedata Legacy Linedata Asset Management Platform Asset and Wealth Management Investment Management n/a 2022 2022 In 2022, Cramer Rosenthal McGlynn implemented the Linedata Asset Management Platform to consolidate front to back workflows across OMS and trading, pre and post trade compliance, reporting and operations. The Linedata Asset Management Platform is positioned in the Asset and Wealth Management category and the initial deployment prioritized front office order management and portfolio oversight for North America. The implementation used explicit modules for order management, portfolio oversight, compliance monitoring, reporting and operations, aligning functional configuration to standard asset management workflows. The deployment was delivered with Linedata CI/CD to accelerate access to new capabilities and to centralize application updates and release cadence. Operational coverage included front office trading desks, compliance teams, portfolio managers and middle and back office operations in North America, enabling systems consolidation and streamlined operations as noted in the vendor announcement. Governance emphasized module-level configuration and orchestration of trading, compliance and reporting workflows, with vendor-stated module usage driving the integration of front office and operational processes.
CRM and Investor Relationship Management Investment Management 2022 2023
Trade Order Management System (TOMS) Investment Management 2022 2023
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Salesforce Legacy Slack Connect Collaboration Collaboration n/a 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Cloudflare Legacy Cloudflare CDN Content Delivery Network IaaS n/a 2022 2022
EPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
EPM EPM 2018 2018
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
ERP Financial ERP Financial Management 2018 2018
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Marketing Automation CRM 2013 2013
Tag Management CRM 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Secure Email Gateways (SEGs) CyberSecurity 2018 2018
IT Decision Makers and Key Stakeholders at Cramer Rosenthal McGlynn
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Cramer Rosenthal McGlynn Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Cramer Rosenthal McGlynn Technographics

Cramer Rosenthal McGlynn is a Banking and Financial Services organization based in United States, with around 25 employees and annual revenues of $5.0 million.

Cramer Rosenthal McGlynn operates a diverse technology stack with applications such as Linedata Asset Management Platform, Slack Connect and Cloudflare CDN, covering areas like Asset and Wealth Management, Collaboration and Content Delivery Network.

Cramer Rosenthal McGlynn has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Linedata, Salesforce and Cloudflare.

Cramer Rosenthal McGlynn recently adopted applications including Linedata Asset Management Platform in 2022, Linedata Data Management in 2022 and Linedata Longview OMS in 2022, highlighting its ongoing modernization strategy.

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Our research team continuously updates Cramer Rosenthal McGlynn’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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