New York, 10022, NY,
United States
PennantPark Investment Advisers, LLC Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by PennantPark Investment Advisers, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 PennantPark Investment Advisers, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that PennantPark Investment Advisers, LLC has purchased the following applications: Altvia OnboardingBridge for Investor Onboarding in 2023, Fastly for Content Delivery Network in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems PennantPark Investment Advisers, LLC is running and its propensity to invest more and deepen its relationship with Altvia Solutions , Allvue Systems , Fastly 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 PennantPark Investment Advisers, LLC revenues, which have grown to $5.0 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 PennantPark Investment Advisers, LLC 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.
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Altvia Solutions | Legacy | Altvia OnboardingBridge | Investor Onboarding | Investment Management | n/a | 2023 | 2023 |
In 2023, PennantPark Investment Advisers, LLC implemented Altvia OnboardingBridge combining Altvia and Passthrough components to streamline investor onboarding workflows. Apps Category: . The implementation connected the firm's AIM CRM to an e-subscription and KYC/AML workflow to improve investor onboarding visibility for the Investor Relations team in the United States.
Altvia OnboardingBridge was configured to maintain data continuity between subscription sub-documents and the AIM CRM, using Passthrough to persist subscription and KYC data into CRM records. Functional capabilities implemented included e-subscription document routing, KYC/AML workflow handoff, and document-to-record linkage to reduce duplicate entry. Configuration emphasized document-level metadata mapping and automated population of investor fields in CRM records.
The deployment integrated AIM CRM with the e-subscription portal and the KYC/AML processing workflow, creating a continuous data path between subscription sub-documents and CRM entities. Operational coverage focused on the Investor Relations team in the United States, aligning onboarding and compliance touchpoints across investor onboarding and compliance functions. The integration supported centralized visibility for investor lifecycle activities and compliance checkpoints.
Governance and workflow orchestration were adjusted to route completed sub-documents through Passthrough into CRM records, shifting manual handoffs toward automated document-driven updates. As reported by PennantPark in Altvia and Passthrough press materials, the Altvia OnboardingBridge implementation enabled faster closes and reduced manual data entry while improving investor onboarding visibility.
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Portfolio and Investment Management | Investment Management |
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2013 | 2013 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fastly | Legacy | Fastly | Content Delivery Network | IaaS | n/a | 2021 | 2021 |
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