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Oaktree Capital Management Tech Stack and Enterprise Applications

Oaktree Capital Management ERP
Vendor
Previous System
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Category
Market
VAR/SI
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Insight
SAP Legacy SAP Concur Expense Expense Management ERP n/a 2015 2015
In 2015, Oaktree Capital Management deployed SAP Concur Expense for Expense Management to centralize employee expense reporting and approvals. The implementation provisioned SAP Concur Expense as the firmwide expense reporting platform, and employees submitted expense reports using Concur software. Deployment emphasized standard Expense Management capabilities such as receipt capture, itemized expense entries, and mobile expense submission. Configuration and workflow design concentrated on automated approval routing, corporate policy enforcement, and expense coding to support finance and compliance processes. Governance established role-based approval tiers and audit controls to standardize expense review and reimbursement workflows across corporate finance and business units. The implementation reflects an operational focus on streamlining employee-submitted expense reports within SAP Concur Expense and aligning approval controls with Oaktree Capital Management’s finance policies.
Oaktree Capital Management Collaboration
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Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
In 2017, Oaktree Capital Management implemented Microsoft 365 for Collaboration. The company’s public website references Microsoft 365, indicating the application is part of Oaktree Capital Management’s corporate productivity and collaboration stack. Microsoft 365 delivers cloud-hosted Office applications, enterprise email, and document collaboration capabilities consistent with the Collaboration category. Functional capabilities associated with the deployment include Office productivity apps, cloud document storage and sharing, and team collaboration tools that support knowledge worker workflows. The Microsoft 365 deployment positions Microsoft 365 as the primary Collaboration platform for Oaktree Capital Management, aligning application-level productivity with outward web presence. For an enterprise of this scale, governance implications typically include centralized tenant and identity management, and role based access controls to manage document sharing and collaboration workflows.
Oaktree Capital Management Content Management
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DocuSign Legacy DocuSign eSignature Digital Signing Content Management n/a 2021 2021
In 2021, Oaktree Capital Management implemented DocuSign eSignature as a Digital Signing solution. DocuSign eSignature is embedded on Oaktree's public website to enable electronic execution of investor-facing and client agreements through browser-based signing flows. The implementation leverages DocuSign eSignature capabilities typical of the Digital Signing category, including embedded signing sessions, template-driven envelope creation, authentication controls, and documented audit trails. Templates and envelope workflows are configured to standardize document presentation and signer sequencing for recurring agreement types. Technically the deployment is surfaced through the website front end with server-side envelope orchestration, using DocuSign eSignature mechanisms to create, route, and track signature requests. Operational coverage focuses on client onboarding, investor relations, legal intake, and compliance workflows that require verifiable electronic signatures and retention of execution records. Governance for the eSignature implementation emphasizes centralized signature workflows, role-based access to template management, and retained audit logs for each executed envelope. The configuration supports enforceable authentication steps and documented signer consent consistent with financial services compliance practices.
Web Content Management Content Management 2015 2015
Web Content Management Content Management 2021 2021
Oaktree Capital Management CRM
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Previous System
Application
Category
Market
VAR/SI
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Insight
Customer Experience CRM 2018 2018
Marketing Automation CRM 2018 2018
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Oaktree Capital Management ITSM
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Application Performance Management ITSM 2020 2020
Oaktree Capital Management Investment Management
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Portfolio and Investment Management Investment Management 2014 2014
Portfolio and Investment Management Investment Management 2014 2014
Oaktree Capital Management Procurement
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Procurement Procurement 2011 2011
Supplier Relationship Management Procurement 2011 2011
Oaktree Capital Management TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2018 2018
Oaktree Capital Management PaaS
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Previous System
Application
Category
Market
VAR/SI
When
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Insight
Transactional Email PaaS 2020 2020
Oaktree Capital Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2000 2000
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2019 2019
Oaktree Capital Management CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Application Firewalls (WAF) CyberSecurity 2014 2014

IT Decision Makers and Key Stakeholders at Oaktree Capital Management

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Oaktree Capital Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Oaktree Capital Management IT executives and key decision makers. This section highlights Oaktree Capital Management's latest recorded technology evaluations, including Bloomberg Terminal for Investment Research and Market Intelligence on 2026-03-25, Qlik Sense for Analytics and BI on 2026-02-11, and SiteMinder for Hospitality ERP on 2026-02-07. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Oaktree Capital Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Oaktree Capital Management Technographics
Oaktree Capital Management is a Banking and Financial Services organization based in United States, with around 1450 employees and annual revenues of $1.60 billion.
Oaktree Capital Management operates a diverse technology stack with applications such as SAP Concur Expense, Microsoft 365 and DocuSign eSignature, covering areas like Expense Management, Collaboration and Digital Signing.
Oaktree Capital Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as SAP, Microsoft and DocuSign.
Oaktree Capital Management recently adopted applications including DocuSign eSignature in 2021, CrownPeak DXP in 2021 and Salesforce Sales Cloud in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Oaktree Capital Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Oaktree Capital 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 Oaktree Capital Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.