Montanaro Asset Management
53 Threadneedle Street,
London, EC2R 8AR,
United Kingdom
London, EC2R 8AR,
United Kingdom
44 20 7448-8600
Banking and Financial Services
Montanaro Asset Management Technographics
Montanaro Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Montanaro 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 76 Montanaro 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 Montanaro Asset Management has purchased the following applications: Microsoft 365 for Collaboration in 2021, ProFundCom for Marketing Automation in 2020, Freshservice for IT Service Management in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Montanaro Asset Management is running and its propensity to invest more and deepen its relationship with Microsoft , ProFundCom , Freshworks 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 Montanaro Asset Management revenues, which have grown to $31.0 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 Montanaro 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.
Montanaro Asset Management Tech Stack and Enterprise Applications
Montanaro Asset Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021 Montanaro Asset Management implemented Microsoft 365 as part of its Collaboration tooling. Public site evidence shows Montanaro Asset Management is using Microsoft 365 on their website, indicating a cloud-hosted tenant and externally visible service footprint for collaboration capabilities.
The Microsoft 365 deployment provides core Collaboration capabilities including cloud email, document storage and sharing, and Office productivity tooling to support investment teams, client services, and corporate functions. Operational coverage is centered on the firm’s United Kingdom operations, with implementation patterns consistent with centralized tenant management, administrative access controls, and content management policies that align website publishing with internal collaboration workflows.
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Montanaro Asset Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ProFundCom | Legacy | ProFundCom | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, Montanaro Asset Management deployed ProFundCom as a Marketing Automation solution on its public website to centralize investor and prospect communications. The implementation positions ProFundCom to manage email campaigns and subscription forms for the firm, and Montanaro Asset Management ProFundCom Marketing Automation is used to drive web-based engagement workflows for investor relations and marketing teams.
The ProFundCom deployment was configured to support core marketing automation capabilities, including campaign management, templated email delivery, subscriber segmentation, automated drip sequences, and web form lead capture. ProFundCom was also instrumented to provide campaign tracking and engagement reporting, aligning with standard Marketing Automation functional terminology and workflows.
Integrations are concentrated on the website layer, with ProFundCom embedded to capture subscription data and trigger outbound communications from captured contact lists. Operational coverage is focused on the marketing and investor relations functions at Montanaro, with the platform handling contact list orchestration and campaign execution originating from web interactions.
Governance and operational processes were adjusted to place campaign orchestration and approval within marketing and investor relations, with role based access and content approval workflows implemented to align communications with financial services compliance requirements. The implementation narrative centers on using ProFundCom on the website to standardize investor communications and automate recurring outreach without referencing any named prior system.
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Montanaro Asset Management ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Freshworks | Legacy | Freshservice | IT Service Management | ITSM | n/a | 2022 | 2022 |
In 2022, Montanaro Asset Management implemented Freshservice. The company uses Freshservice on their website to provide a web facing service portal and to centralize IT Service Management for internal IT and employee support functions.
Freshservice was configured to deliver core IT service management capabilities including incident and request ticketing, a self service portal, a knowledge base, and basic asset inventory with request fulfillment workflows. Configuration emphasized lightweight automation for ticket routing, priority assignment, and service catalog publication consistent with the IT Service Management category.
Operational coverage centers on Montanaro Asset Management's IT and support teams across their United Kingdom operations, with the Freshservice portal embedded on their corporate website for user access. Governance changes included formalized ticket intake processes, owner based routing, and defined escalation paths to align day to day support workflows with the new service management platform. Montanaro Asset Management Freshservice IT Service Management supports internal IT and employee service functions as the centralized service management application.
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Montanaro Asset Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2012 | 2012 |
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Montanaro Asset Management TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Treasury Management | TRM |
|
2018 | 2018 |
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Montanaro Asset Management PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
|
|
Transactional Email | PaaS |
|
2017 | 2017 |
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Montanaro Asset Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
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Montanaro Asset Management CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Montanaro Asset Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Montanaro Asset Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Montanaro Asset Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Montanaro Asset Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Montanaro Asset Management Technographics
Montanaro Asset Management is a Banking and Financial Services organization based in United Kingdom,
with around 76 employees and annual revenues of $31.0 million.
Montanaro Asset Management operates a diverse technology stack with applications such as
Microsoft 365, ProFundCom and Freshservice,
covering areas like Collaboration, Marketing Automation and IT Service Management.
Montanaro Asset Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, ProFundCom and Freshworks.
Montanaro Asset Management recently adopted applications including
Freshservice in 2022, Microsoft 365 in 2021 and Google Cloud Platform (GCP) in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Montanaro Asset Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Montanaro Asset 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 Montanaro Asset Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.