Gen II Fund Services
805 Third Avenue, 24th Floor,
New York, 10022, NY,
United States
New York, 10022, NY,
United States
1 212-408-0550
Banking and Financial Services
Gen II Fund Services Technographics
Gen II Fund Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Gen II Fund Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1100 Gen II Fund Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Gen II Fund Services has purchased the following applications: Sage Intacct for ERP Financial in 2023, BambooHR ATS for Applicant Tracking System in 2021, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Gen II Fund Services is running and its propensity to invest more and deepen its relationship with Sage , BambooHR , Microsoft 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 Gen II Fund Services revenues, which have grown to $650.0 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 Gen II Fund Services 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.
Gen II Fund Services Tech Stack and Enterprise Applications
Gen II Fund Services ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2023 | 2023 |
In 2023, Gen II Fund Services implemented Sage Intacct. Sage Intacct is present on their website and serves as their ERP Financial platform for centralized finance and accounting operations across the firm.
The deployment leverages Sage Intacct's cloud-native architecture and was configured to support core financial management capabilities including general ledger, accounts payable, accounts receivable, multi-entity consolidation, and financial reporting. Implementation activities focused on standardizing ledgers and chart of accounts, instituting role-based access controls and audit trails, and configuring month-end close workflows to align with fund administration accounting processes.
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Gen II Fund Services HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| BambooHR | Legacy | BambooHR ATS | Applicant Tracking System | HCM | n/a | 2021 | 2021 |
In 2021, Gen II Fund Services implemented BambooHR ATS. The BambooHR ATS is embedded on the Gen II Fund Services website to capture external applications and serve as the primary Applicant Tracking System for the companys Talent Acquisition and HR functions.
Configuration centered on standard Applicant Tracking System capabilities, including job posting publication and candidate profile capture, resume parsing and pipeline stage management, interview scheduling and offer workflow configuration. Role-based access was applied to provide recruiters and hiring managers with distinct permissions and to centralize requisition ownership within BambooHR ATS.
Operational scope targeted corporate recruiting and HR teams across the organization, with the website deployment establishing a single intake channel for external candidates. Governance emphasis was placed on standardized hiring workflows, requisition approval routing, and user access controls to align hiring practices with HR policy within BambooHR ATS.
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Gen II Fund Services Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 Gen II Fund Services implemented Microsoft 365 as its Collaboration platform. The deployment is visible on the corporate website where Microsoft 365 assets are present, indicating the tenancy is used for both internal collaboration and to support external site authentication and content delivery workflows.
The Microsoft 365 implementation centers on core Collaboration capabilities including cloud email and calendaring, document management and libraries, real time chat and meetings, and Office productivity applications. Configuration patterns consistent with Microsoft 365 deployments include tenant level administration, SharePoint Online for document lifecycle and intranet content, Microsoft Teams for synchronous collaboration, and Exchange Online for corporate email.
Operational coverage is enterprise focused, supporting corporate functions across finance, legal, operations, and client services while aligning controls to banking and financial services requirements. Governance is expressed through centralized tenant administration, role based access controls, document retention and compliance policy configuration, and site level permissioning to enforce workflow and access restrictions. Microsoft 365 serves as the primary Collaboration layer for the organization, surfaced both internally and via the company website.
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Gen II Fund Services CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Gen II Fund Services Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2017 | 2017 |
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Gen II Fund Services PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2021 | 2021 |
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Gen II Fund Services 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Gen II Fund Services 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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2019 | 2019 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Gen II Fund Services
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Director of Fund Accounting | Director | Finance | |
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Associate Director, Financial Planning and Analysis | Director | Finance | |
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Director - Accounting Applications | Director | IT | |
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Fund Accountant | Manager | Finance | |
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Managing Director | Director | Finance | |
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Fund Administration Director | Director | Finance | |
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Managing Director - Private Equity Fund Administration | Director | Investment | |
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Apps Being Evaluated by Gen II Fund Services Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Gen II Fund Services IT executives and key decision makers. This section highlights Gen II Fund Services's latest recorded technology evaluations, including FIS Private Capital Suite (Formerly Investran) for Portfolio and Investment Management on 2025-08-08, SS&C Intralinks Platform for Collaboration on 2024-08-15, and Sage Intacct for ERP Financial on 2024-08-01. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Gen II Fund Services digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-08-08 | Gen II Fund Services | Evaluated | FIS Global | FIS Private Capital Suite (Formerly Investran) | Portfolio and Investment Management | Investment Management |
| 2024-08-15 | Gen II Fund Services | Evaluated | SS&C Technologies | SS&C Intralinks Platform | Collaboration | Collaboration |
| 2024-08-01 | Gen II Fund Services | Evaluated | Sage | Sage Intacct | ERP Financial | ERP |
FAQ - APPS RUN THE WORLD Gen II Fund Services Technographics
Gen II Fund Services is a Banking and Financial Services organization based in United States,
with around 1100 employees and annual revenues of $650.0 million.
Gen II Fund Services operates a diverse technology stack with applications such as
Sage Intacct, BambooHR ATS and Microsoft 365,
covering areas like ERP Financial, Applicant Tracking System and Collaboration.
Gen II Fund Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, BambooHR and Microsoft.
Gen II Fund Services recently adopted applications including
Sage Intacct in 2023, BambooHR ATS in 2021 and SmartSheet in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Gen II Fund Services’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Gen II Fund Services’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 Gen II Fund Services technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.