Stamford, 6902, CT,
United States
Cramer Rosenthal McGlynn Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Cramer Rosenthal McGlynn and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 Cramer Rosenthal McGlynn employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Cramer Rosenthal McGlynn has purchased the following applications: Linedata Asset Management Platform for Asset and Wealth Management in 2022, Slack Connect for Collaboration in 2022, Cloudflare CDN for Content Delivery Network 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 Cramer Rosenthal McGlynn is running and its propensity to invest more and deepen its relationship with Linedata , Salesforce , Cloudflare 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 Cramer Rosenthal McGlynn 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 Cramer Rosenthal McGlynn 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.
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. | |
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CRM and Investor Relationship Management | Investment Management |
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2022 | 2023 |
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Trade Order Management System (TOMS) | Investment Management |
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2022 | 2023 |
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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 |
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EPM | EPM |
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2018 | 2018 |
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ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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ERP Financial | ERP Financial Management |
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2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2013 | 2013 |
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Tag Management | CRM |
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2022 | 2022 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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