Manitou Investment Management
150 King St W #2003,
Toronto, M5H 1J9, ON,
Canada
Toronto, M5H 1J9, ON,
Canada
1 416-865-1867
Banking and Financial Services
Manitou Investment Management Technographics
Manitou Investment Management Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Manitou 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 Manitou 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 Manitou Investment Management has purchased the following applications: Microsoft 365 for Collaboration in 2018, Automattic Jetpack CRM for CRM in 2019, SS&C Advent Custodial Data for Financial Consolidation and Close in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Manitou Investment Management is running and its propensity to invest more and deepen its relationship with Microsoft , Automattic , 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 Manitou Investment Management revenues, which have grown to $7.0 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 Manitou 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.
Manitou Investment Management Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Manitou Investment Management implemented Microsoft 365 to support Collaboration across its 30-person Canadian firm. Manitou Investment Management deployed Microsoft 365 as the firmwide productivity and collaboration platform to underpin corporate communications and client-facing correspondence within a compact investment management operation.
The Microsoft 365 implementation aligns with standard Collaboration capabilities, including Exchange Online for hosted email, SharePoint and OneDrive for document management and secure file sharing, and Microsoft Teams for messaging and virtual meetings. Configuration is consistent with small-firm deployment patterns, focusing on mailbox provisioning, shared document libraries, basic information governance, and real-time collaboration workflows to support investment analysis and administrative tasks.
Public signals indicate Microsoft 365 is also referenced on the company website, confirming external presence of the Microsoft 365 tenant in the firm footprint. Governance and operational control are consistent with tenant-level administration, centralized user accounts, and role-based access typical of Microsoft 365 deployments in financial services, providing a unified Collaboration platform for Manitou Investment Management.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019, Manitou Investment Management implemented Automattic Jetpack CRM as its CRM on the company website. The Automattic Jetpack CRM deployment is used to capture and manage client and prospect contact records directly through the site, aligning the CRM application with the firm’s customer-facing web presence.
Configuration emphasizes contact management and web form lead capture, with Automattic Jetpack CRM maintaining consolidated customer records, activity logging, and basic opportunity tracking appropriate for a 30 employee investment advisory firm. The implementation includes contact segmentation and automated record creation from site interactions, reflecting standard CRM workflows for lead capture and client data stewardship.
Operational scope centers on client services and advisory workflows, integrating CRM data with the website experience to support sales and client engagement functions. Governance follows a centralized administration model managed by the firm’s web administrator and advisory operations, with the rollout focused on the company website rather than broader enterprise system integrations.
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Advent | Legacy | SS&C Advent Custodial Data | Financial Consolidation and Close | EPM | n/a | 2014 | 2014 |
In 2014 Manitou Investment Management implemented APX and Moxy as part of its SS&C Advent platform and later added SS&C Advent Custodial Data together with Advent TransPort to automate custodial feed handling. Manitou uses SS&C Advent Custodial Data for Financial Consolidation and Close processes to ingest daily custodial feeds and accelerate reconciliation for approximately 1,500 custody accounts, focused in the finance function in Toronto, Canada.
SS&C Advent Custodial Data was configured to receive and normalize daily custodial feeds and to operate with Advent TransPort for custodial data customization and routing. The implementation leverages APX for portfolio accounting and Moxy for trade and order management workflows inside the Advent suite, with automation layered around custodial mapping, record matching, and reconciliation staging. These modules were configured to minimize manual touch points and to produce reconciliations ready for review rather than extensive manual processing.
Operational coverage centered on the finance team responsible for daily reconciliation across the firm’s custodial accounts, with Advent TransPort providing configurable feed transformation to reduce bespoke engineering. Governance shifted custodial feed ownership into the SS&C Advent platform and formalized automated reconciliation workflows within the finance operating model. The vendor case study documents that adding Advent Custodial Data and Advent TransPort reduced daily reconciliation time to under ten minutes.
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2014 | 2014 |
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|
|
|
Trade Order Management System (TOMS) | Investment Management |
|
2014 | 2014 |
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|
|
Trade Order Management System (TOMS) | Investment Management |
|
2014 | 2014 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Manitou Investment Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Manitou Investment Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Manitou Investment Management Technographics
Manitou Investment Management is a Banking and Financial Services organization based in Canada,
with around 30 employees and annual revenues of $7.0 million.
Manitou Investment Management operates a diverse technology stack with applications such as
Microsoft 365, Automattic Jetpack CRM and SS&C Advent Custodial Data,
covering areas like Collaboration, CRM and Financial Consolidation and Close.
Manitou Investment Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Automattic and SS&C Advent.
Manitou Investment Management recently adopted applications including
Okta Identity Cloud in 2021, Cloudflare CDN in 2020 and Automattic Jetpack CRM in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Manitou Investment Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Manitou 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 Manitou Investment Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.