Ohman Fonder
Kungsgatan 49,
Stockholm, 111 22,
Sweden
Stockholm, 111 22,
Sweden
46-84025000
Banking and Financial Services
Ohman Fonder Technographics
Ohman Fonder Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Ohman Fonder and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 17 Ohman Fonder employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Ohman Fonder has purchased the following applications: Microsoft 365 for Collaboration in 2015, Intuit Mailchimp for Marketing Automation in 2017, Bloomberg AIM for Portfolio and Investment Management in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Ohman Fonder is running and its propensity to invest more and deepen its relationship with Microsoft , Intuit , Bloomberg 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 Ohman Fonder revenues, which have grown to $2.0 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 Ohman Fonder 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.
Ohman Fonder Tech Stack and Enterprise Applications
Ohman Fonder Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Ohman Fonder implemented Microsoft 365 to establish cloud-based Collaboration across the firm. The Microsoft 365 deployment was provisioned as a cloud-hosted SaaS tenant appropriate for a 17 employee financial services firm, centralizing user identity, mailbox administration and baseline tenant configuration for Collaboration workloads.
Functional configuration emphasized core Collaboration capabilities, including Exchange Online email, Office productivity applications, OneDrive and SharePoint for document management, and Teams for chat and meetings, with Microsoft 365 used to support everyday communication and document workflows. Operational coverage focused on corporate and investment management functions, with governance applied through centralized provisioning, access controls and policy-driven sharing to align Collaboration practices with financial services operational requirements.
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Ohman Fonder CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2017 | 2017 |
In 2017, Ohman Fonder implemented Intuit Mailchimp as its Marketing Automation solution and embedded Mailchimp on their public website to capture subscriptions and manage outbound email communications. The deployment centers on web-based list capture and campaign provisioning, using Intuit Mailchimp to host signup forms, manage audiences, and deliver templated email campaigns through the site. The implementation is compact and web-centric, reflecting the firm size and the single-site integration cited on the company website.
Intuit Mailchimp provides core Marketing Automation capabilities for Ohman Fonder including audience management, signup form embedding, campaign builder and template management, automation workflows for scheduled communications, and reporting for campaign performance. Operational responsibility appears aligned with marketing and investor communications functions, with governance focused on centralized subscriber lists, consent capture from the website, and segmentation workflows to target investor and client cohorts. The narrative emphasizes the relationship Ohman Fonder Intuit Mailchimp Marketing Automation marketing and investor communications without asserting additional integrations or measured outcomes.
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Ohman Fonder Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bloomberg | Legacy | Bloomberg AIM | Portfolio and Investment Management | Investment Management | n/a | 2017 | 2017 |
In 2017 Ohman Fonder implemented Bloomberg AIM as its Portfolio and Investment Management application to centralize portfolio bookkeeping and support investment decision workflows. Bloomberg AIM was deployed to serve the firm’s investment management function and to provide a single system for position keeping, trade order visibility and performance tracking.
The implementation emphasized standard Portfolio and Investment Management capabilities, including portfolio accounting, order management workflows, compliance monitoring and performance measurement modules configured for a small institutional asset manager. Custom automation and database management were built using Python, VBA and JavaScript, reflecting in-house development to streamline data processing and routine reconciliation tasks within Bloomberg AIM.
Operational integrations tied Bloomberg AIM into the firm’s broader data ecosystem, with the in-house team working alongside AlphaDesk, Datascope Select and Eikon for market data and front-office workflows, and leveraging Bloomberg Datalicence for reference and pricing feeds. The deployment covered investment, trading and middle-office operations at the firm’s Sweden-based office, aligning the application with day-to-day portfolio management and trade lifecycle activities.
Governance and operational ownership rested with internal staff, including a part-time developer engaged from April 2018 who continued development, automation and configuration of Bloomberg AIM. Controls were enacted through AIM configuration and role-based access, and workflow orchestration focused on reducing manual handoffs between investment and operations while maintaining auditable data flows.
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Portfolio and Investment Management | Investment Management |
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2018 | 2019 |
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Portfolio and Investment Risk Management | Investment Management |
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2018 | 2019 |
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Trade Order Management System (TOMS) | Investment Management |
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2018 | 2019 |
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Ohman Fonder 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Ohman Fonder
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Asset manager | Manager | Operations | |
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CEO & Chief Investment Officer | CXO | Finance | |
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Portfolio Manager | Manager | Investment | |
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Portfolio Manager | Manager | Investment | |
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Apps Being Evaluated by Ohman Fonder Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Ohman Fonder IT executives and key decision makers. This section highlights Ohman Fonder's latest recorded technology evaluations, including Playtech for Enterprise Gaming Platform on 2024-11-19. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Ohman Fonder digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2024-11-19 | Ohman Fonder | Evaluated | Playtech | Playtech | Enterprise Gaming Platform | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Ohman Fonder Technographics
Ohman Fonder is a Banking and Financial Services organization based in Sweden,
with around 17 employees and annual revenues of $2.0 million.
Ohman Fonder operates a diverse technology stack with applications such as
Microsoft 365, Intuit Mailchimp and Bloomberg AIM,
covering areas like Collaboration, Marketing Automation and Portfolio and Investment Management.
Ohman Fonder has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Intuit and Bloomberg.
Ohman Fonder recently adopted applications including
LSEG AlphaDesk PMS in 2018, LSEG AlphaDesk Risk Management in 2018 and LSEG AlphaDesk OMS in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Ohman Fonder’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Ohman Fonder’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 Ohman Fonder technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.