West Palm Beach, 33401, FL,
United States
Dreman Value Management Technographics
Dreman Value Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Dreman Value Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Dreman Value 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 Dreman Value Management has purchased the following applications: Intuit Quickbooks Pro for ERP Financial in 2017, Forms/Email Based ATS for Applicant Tracking System in 2020, SS&C Advent Axys for Portfolio and Investment Management in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Dreman Value Management is running and its propensity to invest more and deepen its relationship with Intuit , In-House Applications , SS&C Technologies 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 Dreman Value Management revenues, which have grown to $3.0 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 Dreman Value 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.
Dreman Value Management Tech Stack and Enterprise Applications
Dreman Value Management ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Pro | ERP Financial | ERP | n/a | 2017 | 2017 |
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Dreman Value Management HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| In-House Applications | Legacy | Forms/Email Based ATS | Applicant Tracking System | HCM | n/a | 2020 | 2020 |
|
Dreman Value Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Advent Axys | Portfolio and Investment Management | Investment Management | n/a | 2017 | 2017 |
In 2017, Dreman Value Management implemented SS&C Advent Axys as its central portfolio and accounting system, deploying the SS&C Advent Axys application to support Portfolio and Investment Management across the firm. The implementation targeted a compact professional services firm structure including the management company, operating company, family office, foundation, trusts and an incubator hedge fund, aligning portfolio accounting processes with the firm’s existing financial operations.
The SS&C Advent Axys deployment was configured to support core portfolio accounting, position valuation, reconciliation and reporting capabilities that supported monthly accounting close, balance sheet and income statement analysis, daily security price checks and dividend accruals. Configuration emphasized integrated reconciliation workflows and client reconciliation package generation for managed accounts, mutual funds and sub‑advisory arrangements, reflecting the firm’s need for daily net worth and margin analysis for the founder and family office entities.
Axys was operated alongside an existing technology stack with explicit integrations to bookkeeping and payroll systems and market data and execution platforms. The implementation connected SS&C Advent Axys with QuickBooks for bookkeeping and accounts payable and receivable flows, Insperity payroll for compensation posting, Bloomberg and FactSet for pricing and market data, and with broker platforms including Interactive Brokers and prime broker relationships for daily custody and margin reporting. These linkages supported bank and brokerage statement reconciliations, cash availability checks and coordination of trading and transfer activity.
Governance and operational control remained within the firm’s accounting and finance leadership, consolidating monthly close, tax reporting coordination with the external public accounting firm, vendor contract management and fund administration workflows into the Axys environment. The deployment structured reconciliation and reporting ownership across the Director of Accounting and Finance and vendor relationships, and embedded Axys as the focal point for daily net worth, margin analysis and client reporting processes without introducing external implementation partners.
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Dreman Value Management 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
|
2020 | 2020 |
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Dreman Value Management Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
PEO (Professional Employer Organization) | Professional Services |
|
2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Dreman Value Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CIO | CXO | Finance | ||||
| Operations Manager | Manager | Finance |
Apps Being Evaluated by Dreman Value Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||