West Palm Beach, 33401, FL,
United States
Intech Investment Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Intech 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 80 Intech 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 Intech Investment Management has purchased the following applications: Envestnet Revenue Manager for Revenue Cycle Management in 2024, Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, HubSpot CMS for Web Content 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 Intech Investment Management is running and its propensity to invest more and deepen its relationship with Envestnet , Cisco Systems , 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 Intech Investment Management revenues, which have grown to $12.0 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 Intech 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.
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Envestnet | Legacy | Envestnet Revenue Manager | Revenue Cycle Management | ERP Services and Operations | n/a | 2024 | 2024 |
In 2024 Intech Investment Management implemented Envestnet Revenue Manager to modernize billing, accruals, payments, and revenue accounting as part of a finance and billing transformation in the United States, positioning the initiative within the Revenue Cycle Management category. The deployment targeted the firm s finance and billing functions and moved from initial sales to full production in an accelerated 18 week onboarding timeline.
The Envestnet Revenue Manager implementation focused on billing automation, accruals management, payment processing workflows, and revenue accounting controls, with configuration work to standardize invoicing schedules, automated billing runs, and accrual posting logic. Envestnet Revenue Manager was configured to support end to end revenue lifecycle workflows consistent with Revenue Cycle Management practices, emphasizing automated reconciliation and accounting-ready revenue records.
Operational coverage centered on corporate finance and billing teams across the United States, with integrations enhanced for accruals and payments during the rapid onboarding process. Rollout governance emphasized a compressed production cutover and centralized operational ownership for billing and revenue accounting, and the firm reported improved billing automation and stronger integrations for accruals and payments as part of the go live outcomes.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
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Collaboration | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2023 | 2023 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | HubSpot CMS | Web Content Management | Content Management | n/a | 2017 | 2017 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Analytics, Sales Analytics, Customer Support | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2016 | 2016 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2022 | 2022 |
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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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2024 | 2024 |
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