Jacksonville Beach, 32250-2492, FL,
United States
Intrepid Capital Management Technographics
Intrepid Capital Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Intrepid Capital Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 16 Intrepid Capital 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 Intrepid Capital Management has purchased the following applications: Salesforce Pardot for Marketing Automation in 2018, INDATA iPM Cloud for Portfolio and Investment Management in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Intrepid Capital Management is running and its propensity to invest more and deepen its relationship with Salesforce , INDATA 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 Intrepid Capital Management revenues, which have grown to $2.0 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 Intrepid Capital 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.
Intrepid Capital Management Tech Stack and Enterprise Applications
Intrepid Capital Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2018 | 2018 |
|
Intrepid Capital Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| INDATA | Legacy | INDATA iPM Cloud | Portfolio and Investment Management | Investment Management | n/a | 2021 | 2021 |
In 2021, Intrepid Capital Management went live with INDATA iPM Cloud, deploying a fully integrated front-to-back SaaS solution to consolidate trading, accounting, billing, CRM and client portal functions on a single platform. The U.S. implementation focused on Portfolio and Investment Management workflows, with the stated goal to modernize operations across private wealth and institutional business lines.
INDATA iPM Cloud was provisioned as a single-platform front-to-back system, centralizing modules for order capture and trade processing, general ledger and portfolio accounting, billing and fee calculation, CRM-driven client servicing, and a client portal. Configuration emphasized unified data models and end-to-end workflow orchestration consistent with Portfolio and Investment Management systems, enabling consolidated transaction lifecycle processing and integrated client reporting.
Operational scope covered U.S. trading and client servicing activities across Intrepid Capital Management’s private wealth and institutional desks, shifting operational workstreams onto the INDATA iPM Cloud platform. Governance and rollout proceeded to a go-live state, embedding standardized processes for trading, accounting reconciliation, billing, and client communications to reduce manual handoffs.
The program was intended to modernize operations, improve productivity across business lines, and reduce costs versus the prior provider, reflecting a consolidation strategy to limit system fragmentation and streamline middle and back office processing. Intrepid Capital Management, INDATA iPM Cloud, Portfolio and Investment Management is thus positioned as a unified operational backbone for front-to-back investment operations.
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IT Decision Makers and Key Stakeholders at Intrepid Capital Management
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Apps Being Evaluated by Intrepid Capital Management Executives
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