Parametric Portfolio Associates
1918 Eighth Avenue Suite 3100,
Seattle, 98101, WA,
United States
Seattle, 98101, WA,
United States
1 206-694-5500
Banking and Financial Services
Parametric Portfolio Associates Technographics
Parametric Portfolio Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Parametric Portfolio Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Parametric Portfolio Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Parametric Portfolio Associates has purchased the following applications: Adobe Connect for Audio Video and Web Conferencing in 2017, Sitecore CMS for Web Content Management in 2017, Hotjar for Customer Experience in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Parametric Portfolio Associates is running and its propensity to invest more and deepen its relationship with Adobe Systems , Cvent , Sitecore 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 Parametric Portfolio Associates revenues, which have grown to $370.0 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 Parametric Portfolio Associates 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.
Parametric Portfolio Associates Tech Stack and Enterprise Applications
Parametric Portfolio Associates Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, Parametric Portfolio Associates implemented Adobe Connect for Audio Video and Web Conferencing on its website. The deployment embedded Adobe Connect meeting rooms and join flows into the public site to support virtual client briefings and internal collaboration, provisioning persistent meeting links and scheduled session pages for external and internal audiences.
Configuration emphasized standard web conferencing capabilities in Adobe Connect, including screen sharing, multi party audio and video, chat, recording, and breakout session functionality, with meeting level permissions and access control applied at the room and session level. Operational coverage centered on client service and investment teams for hosted sessions, marketing for webinar events, and IT for user provisioning and meeting administration, positioning Parametric Portfolio Associates Adobe Connect Audio Video and Web Conferencing as the firm primary platform for virtual engagement and collaboration.
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Event Management | Collaboration |
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2020 | 2020 |
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Parametric Portfolio Associates Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sitecore | Legacy | Sitecore CMS | Web Content Management | Content Management | n/a | 2017 | 2017 |
In 2017 Parametric Portfolio Associates deployed Sitecore CMS on its corporate website, establishing a Web Content Management platform to centralize public web content and digital asset control. The deployment targeted the firm website and investor-facing pages, aligning web publishing with marketing, communications, and web operations functions across the organization.
The implementation of Sitecore CMS emphasized content authoring and component-based templates, structured page composition, media library management, version control, and publishing workflows typical of the Web Content Management category. Sitecore CMS was configured to support content scheduling, staged publishing and content reuse across templates, enabling consistent page rendering and responsive delivery for the firm’s web properties.
Governance centered on an editorial workflow with role-based authoring and approval processes, change control for page updates, and content governance standards to manage publishing cadence. Operational ownership rested with marketing and web operations teams, who used Sitecore CMS to coordinate content lifecycle activities, template maintenance, and editorial oversight for the corporate site.
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Web Content Management | Content Management |
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2021 | 2021 |
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Parametric Portfolio Associates CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Contentsquare | Legacy | Hotjar | Customer Experience | CRM | n/a | 2016 | 2016 |
In 2016, Parametric Portfolio Associates deployed Hotjar on their corporate website. Hotjar is used as part of Parametric Portfolio Associates Customer Experience tooling to capture user behavior through heatmaps, session recordings, conversion funnels, and on site feedback. The implementation centers on client side JavaScript instrumentation of public web pages to provide qualitative UX analytics for digital marketing and web product stakeholders.
Deployment scope covered the public website and marketing landing pages, with page level heatmap and session capture configured alongside on site feedback widgets. Governance and operational controls emphasized site segmentation, consent based recording configuration, and form level funnel configuration to support user journey analysis. The Hotjar implementation provides behavioral analytics and feedback collection capabilities aligned to Customer Experience use cases.
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Marketing Automation | CRM |
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2020 | 2020 |
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Parametric Portfolio Associates ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2017 | 2017 |
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Parametric Portfolio Associates 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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Database Management | IaaS |
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2014 | 2014 |
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Parametric Portfolio Associates CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Parametric Portfolio Associates
| First Name | Last Name | Title | Function | Department | Phone | |
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Director Financial Planning & Analysis | Director | Finance | |
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VP, Infrastructure Services | VP | IT | |
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Chief Technology Officer - Minneapolis Investment Center | CXO | Investment | |
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Manager Financial Planning and Analysis | Manager | Finance | |
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HR Business Partner | Manager | HR | |
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Accounting Manager | Manager | Finance | |
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Director, Portfolio Accounting | Director | Investment | |
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Chief Technology Officer | CXO | IT | |
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Director Human Resources | Director | HR | |
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Human Resources Business Partner | Manager | HR | |
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Senior Data Engineer | Manager | IT | |
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Director, Data and Project Management | Director | IT | |
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Apps Being Evaluated by Parametric Portfolio Associates Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Parametric Portfolio Associates IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Parametric Portfolio Associates digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Parametric Portfolio Associates Technographics
Parametric Portfolio Associates is a Banking and Financial Services organization based in United States,
with around 500 employees and annual revenues of $370.0 million.
Parametric Portfolio Associates operates a diverse technology stack with applications such as
Adobe Connect, Sitecore CMS and Hotjar,
covering areas like Audio Video and Web Conferencing, Web Content Management and Customer Experience.
Parametric Portfolio Associates has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Adobe Systems, Sitecore and Contentsquare.
Parametric Portfolio Associates recently adopted applications including
Ceros Studio in 2021, Microsoft Azure Cloud Services in 2021 and Cloudflare CDN in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Parametric Portfolio Associates’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Parametric Portfolio Associates’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 Parametric Portfolio Associates technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.