Mondrian Investment Partners
Tenth Floor Sixty London Wall,
London, EC2M 5TQ,
United Kingdom
London, EC2M 5TQ,
United Kingdom
44 20 7477-7000
Banking and Financial Services
Mondrian Investment Partners Technographics
Mondrian Investment Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Mondrian Investment Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Mondrian Investment Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Mondrian Investment Partners has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2019, SharpSpring Marketing Automation for Marketing Automation in 2019, Linedata Asset Management Platform for Asset and Wealth Management in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Mondrian Investment Partners is running and its propensity to invest more and deepen its relationship with Cisco Systems , Zoom Video Communications , Salesforce 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 Mondrian Investment Partners revenues, which have grown to $200.0 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 Mondrian Investment Partners 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.
Mondrian Investment Partners Tech Stack and Enterprise Applications
Mondrian Investment Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2019 | 2019 |
In 2019, Mondrian Investment Partners implemented Cisco Webex Meetings as its customer facing and internal conferencing solution, categorized as Audio Video and Web Conferencing. The deployment included embedding Cisco Webex Meetings on the Mondrian website to enable client access to scheduled video sessions and live investor briefings, while provisioning accounts for staff across investment, client services, and operations within the United Kingdom. Cisco Webex Meetings delivered real time video and audio, screen sharing, recording, and host controls to support both external client engagements and internal collaboration workflows.
Configuration focused on functional modules typical of the Audio Video and Web Conferencing category, including meeting scheduling, participant management, meeting recording, and host moderation controls for presentation management. Governance concentrated on user access and meeting policy configuration for the UK operation, with administrative provisioning for staff and controlled public meeting links published on the corporate site. The implementation emphasized embedding the Cisco Webex Meetings application into client workflows on the website and aligning meeting controls to support investor communications and client engagement.
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Mondrian Investment Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SharpSpring | Legacy | SharpSpring Marketing Automation | Marketing Automation | CRM | n/a | 2019 | 2019 |
In 2019 Mondrian Investment Partners implemented SharpSpring Marketing Automation on its website, deploying SharpSpring Marketing Automation to support digital lead capture and automated campaign management. The implementation focused on embedding tracking scripts and form assets into the public site to capture visitor behavior, email addresses, and campaign attribution for marketing workflows.
Configuration centered on standard Marketing Automation capabilities, including behavior‑based visitor tracking, form and landing page creation, email campaign orchestration, automated nurturing workflows, and segmentation for targeted communications. Operational ownership sits with the central marketing team and digital channels at Mondrian Investment Partners, who use the platform to run campaign execution, audience segmentation, and reporting directly from the SharpSpring Marketing Automation environment.
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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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Mondrian Investment Partners Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Linedata | Legacy | Linedata Asset Management Platform | Asset and Wealth Management | Investment Management | n/a | 2023 | 2023 |
In 2023, Mondrian Investment Partners upgraded to Linedata Asset Management Platform as part of a strategic program in the Asset and Wealth Management category, advancing a progressive move of business applications from on premises hosting to Software as a Service. The decision builds on a more than twenty five year relationship with Linedata, originating with Longview Order Management and later Linedata Compliance, and positions Linedata Asset Management Platform as the central platform for Mondrian's core investment operations.
The deployment emphasizes Linedata Asset Management Platform cloud native modules and modern APIs, with explicit plans to adopt AMP APIs, Accumen, Exception Manager and Model Management. Configuration leverages AMP platform design to provide access anywhere functionality and a configurable architecture, supporting standard Asset and Wealth Management workflows such as portfolio management, order management and compliance exception handling.
Integration scope includes separating Longview data for use by Mondrian's in house systems through AMP APIs, and delivering API connected data and applications to internal tooling, consistent with the platform's support for data virtualisation. Operational coverage targets Mondrian's investment and operations functions across its global footprint, centering on portfolio and order lifecycle processes and compliance workflows.
Governance and rollout are structured to exploit the platform's SaaS delivery model, giving Mondrian early access to incremental capabilities and the ability to introduce new Longview features without performing a core upgrade, which the firm anticipates will reduce testing complexity and implementation risk. The implementation focuses on instrumenting portfolio and order management, compliance exception management and API driven data integration, aligning platform configuration with Mondrian's operational workflows and data governance requirements.
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Portfolio and Investment Management | Investment Management |
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2012 | 2012 |
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Mondrian Investment Partners 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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2020 | 2020 |
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Mondrian Investment Partners 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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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Mondrian Investment Partners
| First Name | Last Name | Title | Function | Department | Phone | |
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Senior Fund Accountant | Manager | Finance | |
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Fund Accountant | Manager | Finance | |
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CIO Global Equities, Managing Partner | Manager | IT | |
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Head of Technology | Director | IT | |
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Apps Being Evaluated by Mondrian Investment Partners Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Mondrian Investment Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Mondrian Investment Partners digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Mondrian Investment Partners Technographics
Mondrian Investment Partners is a Banking and Financial Services organization based in United Kingdom,
with around 150 employees and annual revenues of $200.0 million.
Mondrian Investment Partners operates a diverse technology stack with applications such as
Cisco Webex Meetings, SharpSpring Marketing Automation and Linedata Asset Management Platform,
covering areas like Audio Video and Web Conferencing, Marketing Automation and Asset and Wealth Management.
Mondrian Investment Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cisco Systems, SharpSpring and Linedata.
Mondrian Investment Partners recently adopted applications including
Linedata Asset Management Platform in 2023, Slack Connect in 2022 and Salesforce Pardot in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Mondrian Investment Partners’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Mondrian Investment Partners’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 Mondrian Investment Partners technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.