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Lincluden Investment Management
Location
201 City Centre Drive, Suite 201,
Mississauga, L5B 2T4, ON,
Canada
Website
https://www.lincluden.com/
Phone
1 905-273-4240
Artw industry
Banking and Financial Services
Employee
Revenue

Lincluden Investment Management Technographics

Lincluden Investment Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Lincluden 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 30 Lincluden 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 Lincluden Investment Management has purchased the following applications: SS&C Advent Genesis for Portfolio and Investment Management 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 Lincluden Investment Management is running and its propensity to invest more and deepen its relationship with SS&C Technologies , SS&C Advent 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 Lincluden Investment Management revenues, which have grown to $5.0 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 Lincluden 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.

Lincluden Investment Management Tech Stack and Enterprise Applications

Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Technologies Legacy SS&C Advent Genesis Portfolio and Investment Management Investment Management n/a 2018 2018
In 2018, Lincluden Investment Management went live with SS&C Advent Genesis in the Portfolio and Investment Management category. The firm is a 30 person Canadian investment manager running balanced, equity, and fixed income portfolios using a value based approach and blended model based trading strategies. Genesis was adopted to address scaling limits in the firm's prior trade order management workflows which had built in modeling but became inefficient as account volumes grew. SS&C Advent Genesis provided cloud based portfolio construction, rebalancing, and trade creation capabilities, and was deployed as part of a trading and compliance suite alongside Moxy OMS and Advent Rules Manager. Implementation work concentrated on model blending, automated rebalancing, and rapid trade generation to allow the firm to "double or triple our accounts without increasing the time we'll spend on rebalancing or trade generation" as stated by Lincluden's AVP Trading. Configuration included tuning of model blending logic and rebalancing automation to support domestic Canadian and international equity and fixed income mandates. Genesis was integrated with Advent Portfolio Exchange for portfolio management and reporting and with SSCNet for trade matching, preserving existing upstream and downstream trade flows into reporting and execution matching systems. Operational ownership spanned trading, portfolio management, compliance, and IT, with the AVP Trading and AVP Information Technology leading business and technical validation. An RFP process targeted vendors capable of the firm's unique blending and trade generation requirements, and Lincluden engaged directly with the Genesis product team to influence planned feature releases. The go live occurred in June 2018, the vendor and client teams worked collaboratively through issues during rollout, and the implementation delivered a scalable rebalancing and trade creation layer without claimed quantitative performance metrics.
Trade Order Management System (TOMS) Investment Management 2018 2018
Trade Order Management System (TOMS) Investment Management 2018 2018
Trading Platform Investment Management 2018 2018

IT Decision Makers and Key Stakeholders at Lincluden Investment Management

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Lincluden Investment Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Lincluden Investment Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Lincluden Investment Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Lincluden Investment Management Technographics
Lincluden Investment Management is a Banking and Financial Services organization based in Canada, with around 30 employees and annual revenues of $5.0 million.
Lincluden Investment Management operates a diverse technology stack with applications such as SS&C Advent Genesis, covering areas like Portfolio and Investment Management.
Lincluden Investment Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as SS&C Technologies.
Lincluden Investment Management recently adopted applications including SS&C Advent Genesis in 2018, SS&C Advent Moxy in 2018 and Advent Moxy in 2018, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Lincluden Investment Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Lincluden 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 Lincluden Investment Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.