Interactive Brokers
One Pickwick Plaza,
Greenwich, 06830, CT,
United States
Greenwich, 06830, CT,
United States
1 312-542-6901
Banking and Financial Services
Interactive Brokers Technographics
Interactive Brokers Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Interactive Brokers and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2927 Interactive Brokers employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Interactive Brokers has purchased the following applications: OnBase for AP for AP Automation in 2016, Greenhouse ATS for Applicant Tracking System in 2018, Microsoft 365 for Collaboration in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Interactive Brokers is running and its propensity to invest more and deepen its relationship with Hyland , Oracle , Greenhouse 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 Interactive Brokers revenues, which have grown to $4.09 billion 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 Interactive Brokers 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.
Interactive Brokers Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Hyland | Legacy | OnBase for AP | AP Automation | ERP Financial Management | n/a | 2016 | 2106 |
In 2016 Interactive Brokers implemented OnBase for AP from Hyland as an AP Automation initiative to standardize invoice workflow and approvals across its accounts payable function. The implementation was tied to the Accounting and Accounts Payable organization responsible for reviewing and approving global clearing and exchange fee invoices totaling approximately $4 million per month, and program ownership included an eight person AP team and project management support during rollout.
OnBase for AP was configured to support invoice capture, routed approval workflows, and default distribution coding. The project included creation of default distribution codes for vendors and supplier master data governance, and setup of vendor bank accounts to support payment processing, improving clerical accuracy and time management in AP operations.
The OnBase for AP deployment integrated directly with Oracle Financials for vendor and payment data synchronization, enabling invoice posting and distribution to the general ledger. Operational coverage included inter-company brokerage allocations billed to subsidiaries, month-end close processing, and global fee invoice handling, aligning AP Automation with core accounting workflows.
Governance and process changes accompanied the technical implementation, including updates to sales tax reporting policy and annual SOX testing to maintain compliance. The configuration and procedural changes reduced month-end closing turnaround from six to three business days and cut staff processing time for sales tax work by five hours per week, while supporting management rule changes and new accounting policies.
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ERP Financial | ERP Financial Management |
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2014 | 2015 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2018 | 2018 |
In 2018, Interactive Brokers implemented Greenhouse ATS as its Applicant Tracking System to centralize recruiting and talent acquisition. Greenhouse ATS is deployed on the Interactive Brokers career website where job listings are published and candidate applications are captured directly into the platform.
The implementation leverages core Greenhouse ATS capabilities including job requisition management, configurable candidate pipelines, interview orchestration, offer management, and recruiting analytics. Workflows are configured to move requisitions through sourcing, screening, interview stages, and offer acceptance, aligning hiring managers and talent acquisition teams around standardized stages and evaluation criteria.
Deployment is centered on the public career site integration that feeds applicant flow into Greenhouse ATS for centralized candidate tracking, status updates, and reporting across recruiting teams. Operational coverage is focused on Interactive Brokers talent acquisition and hiring managers who use the system to manage candidate pipelines, coordinate interviews, and maintain hiring governance and standardized process controls.
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Core HR | HCM |
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2020 | 2020 |
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HR Service Delivery | HCM |
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2021 | 2021 |
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Payroll | HCM |
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2020 | 2020 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Interactive Brokers implemented Microsoft 365 in the Collaboration category. Publicly visible site assets show Microsoft 365 referenced on the Interactive Brokers website, indicating the vendor and application are part of the firm's cloud collaboration footprint. The deployment positioned Microsoft 365 as a cloud collaboration platform supporting employee productivity and internal communication.
The implementation emphasized core collaboration capabilities including cloud email, document storage and sharing, real-time team communication, and suite productivity applications, consistent with Microsoft 365 functionality. Operational coverage focused on corporate collaboration and knowledge workflows across internal communications, document management, and employee productivity functions. Governance was organized around a centralized cloud tenant model with administrative controls, role based access management, user provisioning workflows, and compliance oriented configuration to manage content governance and information protection.
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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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2012 | 2012 |
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Trading Platform | Investment Management |
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2017 | 2017 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Critical Event Management | TRM |
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2020 | 2020 |
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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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2023 | 2023 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at Interactive Brokers
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Interactive Brokers Executives
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FAQ - APPS RUN THE WORLD Interactive Brokers Technographics
Interactive Brokers is a Banking and Financial Services organization based in United States,
with around 2927 employees and annual revenues of $4.09 billion.
Interactive Brokers operates a diverse technology stack with applications such as
OnBase for AP, Greenhouse ATS and Microsoft 365,
covering areas like AP Automation, Applicant Tracking System and Collaboration.
Interactive Brokers has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Hyland, Greenhouse and Microsoft.
Interactive Brokers recently adopted applications including
Lumen Cloud (ex CenturyLink) in 2023, Lumen CDN in 2023 and ServiceNow HR in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Interactive Brokers’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Interactive Brokers’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 Interactive Brokers technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.