New York, 10036, NY,
United States
Marathon Asset Management Technographics
Marathon Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Marathon Asset Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 190 Marathon Asset 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 Marathon Asset Management has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2016, Zoom for Audio Video and Web Conferencing in 2020, DocuSign eSignature for Digital Signing 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 Marathon Asset Management is running and its propensity to invest more and deepen its relationship with Microsoft , Zoom Video Communications , DocuSign 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 Marathon Asset Management revenues, which have grown to $45.0 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 Marathon Asset 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.
Marathon Asset Management Tech Stack and Enterprise Applications
Marathon Asset Management ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP | n/a | 2016 | 2016 |
In 2016, Marathon Asset Management implemented Microsoft Dynamics GP as its core ERP Financial application to centralize management company accounting and corporate finance reporting. The deployment positioned Microsoft Dynamics GP as the primary platform for general ledger stewardship, journal entry control, and structured financial close activities for the management company entity.
Configuration work focused on standard ERP Financial capabilities, including a centralized general ledger, accounts payable processing, expense management and allocations, budget reporting workflows, and consolidation controls for multiple entity books. Microsoft Dynamics GP was configured to support monthly, quarterly, and annual budget reporting cycles and to automate recurring allocation profiles used in management company expense distribution.
Integrations were scoped to support expense and travel workflows and external fund administration feeds, reflecting explicit requirements to liaise with fund administrators and to process T&E submissions. The implementation supported recording and consolidating foreign office books for Marathon offices in New York, London, Miami, Los Angeles, and Luxembourg, enabling centralized posting and cross‑entity allocation of expenses across jurisdictions.
Governance changes were applied to formalize invoice and payment review, T&E submission review, and a monthly expense allocation process that ties to audit and budget deliverables. Microsoft Dynamics GP was used to document approval workflows, maintain an auditable general ledger trail for management company activity, and support the accounting team in recurring audit and consolidation tasks.
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Marathon Asset Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020 Marathon Asset Management implemented Zoom from Zoom Video Communications to deliver audio, video, and web conferencing for client interactions and internal collaboration. The Zoom deployment is surfaced on the company website to enable browser based meeting joins and client facing conference links, placing the implementation squarely in the Audio Video and Web Conferencing category.
Configuration emphasized embedding Zoom meeting access into public pages and provisioning staff accounts to schedule and host sessions. Functional capabilities implemented include browser based joining, real time audio and video, chat, screen sharing, host controls for participant admission, and recording management. Operational coverage supports both external client engagement and internal collaboration, with administration conducted via centralized account management and user provisioning to enforce meeting and access policies.
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Collaboration | Collaboration |
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2020 | 2020 |
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Marathon Asset Management Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021 Marathon Asset Management implemented DocuSign eSignature as a Digital Signing solution on its public website. The implementation embeds DocuSign eSignature into web forms to capture legally binding client signatures, manage envelopes, and provide an auditable signature trail consistent with digital signature workflows. The deployment follows a cloud hosted SaaS integration pattern with in browser signing and API driven envelope routing typical of the Digital Signing category.
Operationally the solution is focused on customer facing document execution and client onboarding workflows, centralizing signature capture and electronic proof of execution for business functions that require signed agreements. Governance emphasizes retained audit logs, authentication controls and centralized template and envelope management to standardize signature processes across the firm. Marathon Asset Management DocuSign eSignature Digital Signing is positioned as the website facing signature layer for client agreements and document execution.
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Marathon Asset Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Marathon Asset Management ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2019 | 2019 |
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Marathon Asset Management PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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Marathon Asset Management 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Marathon Asset Management CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Marathon Asset Management
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Marathon Asset Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-07-16 | Marathon Asset Management | Evaluated | The Citco Group | Citco AExeo | Portfolio and Investment Management | Investment Management |