Pareto Asset Management
Queen Mauds gt. 3 Vika,
Oslo, 114,
Norway
Oslo, 114,
Norway
47 22 87 87 00
Banking and Financial Services
Pareto Asset Management Technographics
Pareto Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pareto 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 270 Pareto 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 Pareto Asset Management has purchased the following applications: Microsoft 365 for Collaboration in 2020, SS&C Advent Portfolio Exchange for Portfolio and Investment Management in 2017, Microsoft Azure Cloud Services for Application Hosting and Computing Services 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 Pareto Asset Management is running and its propensity to invest more and deepen its relationship with Microsoft , SS&C Technologies , Cloudflare 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 Pareto Asset Management revenues, which have grown to $90.0 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 Pareto 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.
Pareto Asset Management Tech Stack and Enterprise Applications
Pareto Asset Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020 Pareto Asset Management implemented Microsoft 365 to support Collaboration across its organization and corporate functions. The deployment is presented as a tenant-based cloud implementation of Microsoft 365, with the explicit aim of consolidating email, meetings, document collaboration, and knowledge management under a single collaboration platform.
The Microsoft 365 deployment includes standard productivity and collaboration capabilities such as Exchange Online mail, Microsoft Teams conferencing and chat, SharePoint Online for intranet and document libraries, OneDrive for Business for user file storage, and the Office applications for content creation. Identity and access control are aligned with Microsoft 365 tenancy concepts, using Azure Active Directory based account and administrative models together with centralized tenant administration and policy controls for collaboration governance. Public web source references indicate Pareto Asset Management uses Microsoft 365 components on their website, confirming the vendor implementation and the relationship Pareto Asset Management Microsoft 365 Collaboration corporate communication and document management.
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Pareto Asset Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | Investment Management | n/a | 2017 | 2017 |
In 2017, Pareto Asset Management implemented SS&C Advent Portfolio Exchange as its Portfolio and Investment Management platform. The deployment followed a long standing relationship with Advent technologies, where Pareto previously operated Axys for portfolio management and reporting and used Moxy for order management and Tradex for fund order management and distribution, and the APX decision was driven by the need to support merger-driven growth after the consolidation with Pareto Nordic Investments which increased assets under management by approximately 10 percent and expanded portfolio and instrument scope.
SS&C Advent Portfolio Exchange was configured to provide centralized portfolio management and enhanced reporting capabilities, with explicit emphasis on data extraction, data quality checks and full scale auditing across all system data. The APX implementation included reporting templates and automation to streamline regulatory and client reporting workflows, and the system was noted as easier to train on and navigate which reduced onboarding time for new users and increased operational efficiency.
The APX implementation was integrated with Advent Moxy for order management and Tradex for fund order automation and distribution, creating an end to end transfer agent workflow with straight through processing from client orders to NAV calculation. Advent Rules Manager was implemented to run compliance and allocation checks in the background, linking trade validation to policy and client restrictions and surfacing only exception breaks for compliance teams. Operational coverage extended across investment management, operations, compliance and client reporting teams.
Governance and process changes centered on automated rule execution and documented break histories, enabling Pareto to maintain scheduled allocation checks and produce auditable records for regulatory reporting. Full scale auditing of transaction and master data provided an information trail to support complex compliance cases and to continuously identify potential operational improvements, while Rules Manager reduced manual trade checking and shifted resource focus to exception handling.
Pareto reported the migration to APX as smooth and cost efficient, with APX and its adjunct modules providing the platform flexibility and scalability needed to support growth and increasing regulatory demands. The firm also cited ongoing vendor support as fast, reliable and flexible, which reinforced operational resilience and the sustainability of the deployment.
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Trade Order Management System (TOMS) | Investment Management |
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2017 | 2017 |
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Trade Order Management System (TOMS) | Investment Management |
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2017 | 2017 |
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Trading Platform | Investment Management |
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2017 | 2017 |
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Pareto Asset Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2017 | 2017 |
In 2017 Pareto Asset Management adopted Microsoft Azure Cloud Services to host and operate its public website, positioning Microsoft Azure Cloud Services within its Application Hosting and Computing Services layer. The implementation is focused on hosting and application delivery for Pareto's investor-facing web presence, supporting corporate content, client access points, and web application runtimes from Azure infrastructure in Norway.
The Microsoft Azure Cloud Services deployment leverages category-aligned capabilities typical of Application Hosting and Computing Services, including cloud compute for web application runtime, object storage for site assets, and content delivery mechanisms for broad access. Operational ownership sits with Pareto's digital and IT teams, and the hosted environment is used alongside content management and web analytics systems to provide TLS termination, scalability, and platform-level monitoring for the website.
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Pareto Asset Management
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Executive Officer | CXO | Operations | |
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Portfolio Manager | Manager | Investment | |
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Chief Financial Officer | CXO | Finance | |
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Senior Portfolio Manager | Manager | Investment | |
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Apps Being Evaluated by Pareto Asset Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Pareto Asset Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Pareto Asset Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Pareto Asset Management Technographics
Pareto Asset Management is a Banking and Financial Services organization based in Norway,
with around 270 employees and annual revenues of $90.0 million.
Pareto Asset Management operates a diverse technology stack with applications such as
Microsoft 365, SS&C Advent Portfolio Exchange and Microsoft Azure Cloud Services,
covering areas like Collaboration, Portfolio and Investment Management and Application Hosting and Computing Services.
Pareto Asset Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft and SS&C Technologies.
Pareto Asset Management recently adopted applications including
Cloudflare CDN in 2021, Microsoft 365 in 2020 and SS&C Advent Portfolio Exchange in 2017,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Pareto Asset Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Pareto 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 Pareto Asset Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.