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Herald Investment Management
Location
10-11 Charterhouse Square,
London, EC1M 6EE,
United Kingdom
Website
https://www.heralduk.com/
Phone
44 20 7553-6300
Artw industry
Banking and Financial Services
Employee
Revenue

Herald Investment Management Technographics

Herald Investment Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Herald Investment Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 23 Herald Investment 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 Herald Investment Management has purchased the following applications: Microsoft 365 for Collaboration in 2017, SS&C Advent Geneva for Portfolio and Investment Management in 2017, Confluence Technologies StatPro Revolution for Risk 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 Herald Investment Management is running and its propensity to invest more and deepen its relationship with Microsoft , SS&C Technologies , Confluence 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 Herald Investment Management revenues, which have grown to $18.0 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 Herald Investment 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.

Herald Investment Management Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Technologies Legacy SS&C Advent Geneva Portfolio and Investment Management Investment Management n/a 2017 2017
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Confluence Technologies Legacy Confluence Technologies StatPro Revolution Risk Management TRM n/a 2017 2017
In 2017 Herald Investment Management implemented Confluence Technologies StatPro Revolution. The deployment targeted Risk Management responsibilities at the 23-person UK investment manager, and it ran concurrently with interim Legal and Compliance Manager support provided January 2017 to December 2018. Confluence Technologies StatPro Revolution was configured to deliver core risk analytics and portfolio-level analysis, and to host regulatory reporting and monitoring workflows aligned to the firm’s MiFID2 implementation and regulatory mapping exercise. Configuration work focused on automating risk-based compliance monitoring programmes, producing outputs used for CASS resolution pack updates and audit, and supporting FCA Senior Managers Regime and GDPR compliance activities. Integrations and operational coverage emphasized data alignment with fund accounting and analytics environments, Herald staff reported familiarity with Geneva fund accounting data and Statpro analysis systems which were used to centralize exposure and NAV analytics into the Risk Management workflow. The system also supported periodic regulatory submission workflows, including quarterly US SEC 13f reporting by online EDGAR submission, as part of the compliance and reporting remit. Governance and process changes accompanied the rollout, embedding the regulatory mapping and the risk-based compliance monitoring programme into recurring operational routines, and feeding StatPro Revolution outputs into audit evidence and CASS pack maintenance. Rollout and ongoing configuration were executed as an internal program alongside continuity provided by the interim Legal and Compliance Manager.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Content Delivery Network IaaS 2020 2020
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Application Firewalls (WAF) CyberSecurity 2023 2023
IT Decision Makers and Key Stakeholders at Herald Investment Management
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Herald Investment Management Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Herald Investment Management Technographics

Herald Investment Management is a Banking and Financial Services organization based in United Kingdom, with around 23 employees and annual revenues of $18.0 million.

Herald Investment Management operates a diverse technology stack with applications such as Microsoft 365, SS&C Advent Geneva and Confluence Technologies StatPro Revolution, covering areas like Collaboration, Portfolio and Investment Management and Risk Management.

Herald Investment Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, SS&C Technologies and Confluence Technologies.

Herald Investment Management recently adopted applications including Imunify360 in 2023, Cloudflare CDN in 2020 and Microsoft 365 in 2017, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Herald Investment Management’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Herald Investment Management’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 Herald Investment Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.