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Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

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.

IT Decision Makers and Key Stakeholders at Intrepid Capital Management

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Intrepid Capital Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Intrepid Capital Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Intrepid Capital Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Intrepid Capital Management Technographics
Intrepid Capital Management is a Banking and Financial Services organization based in United States, with around 16 employees and annual revenues of $2.0 million.
Intrepid Capital Management operates a diverse technology stack with applications such as Salesforce Pardot and INDATA iPM Cloud, covering areas like Marketing Automation and Portfolio and Investment Management.
Intrepid Capital Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Salesforce and INDATA.
Intrepid Capital Management recently adopted applications including INDATA iPM Cloud in 2021 and Salesforce Pardot in 2018, highlighting its ongoing modernization strategy.
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Our research team continuously updates Intrepid Capital Management’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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