Rathbones
30 Gresham Street,
London, EC2V 7QN,
United Kingdom
London, EC2V 7QN,
United Kingdom
44 20 7399-0000
Banking and Financial Services
Rathbones Technographics
Rathbones Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Rathbones and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3545 Rathbones employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Rathbones has purchased the following applications: Infor SunSystems for ERP Financial in 2011, Reward Gateway Employee Reward and Recognition for Employee Recognition and Rewards Management in 2020, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Rathbones is running and its propensity to invest more and deepen its relationship with Infor , Edenred , SAP 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 Rathbones revenues, which have grown to $1.21 billion 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 Rathbones 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.
Rathbones Tech Stack and Enterprise Applications
Rathbones ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP | n/a | 2011 | 2011 |
In 2011, Rathbones implemented Infor SunSystems as an upgrade to its Sun accounting system. The ERP Financial deployment targeted core financial accounting and reporting functions to support finance, investment operations, compliance, and client-facing reporting across the UK-based firm of 3,545 employees.
The Infor SunSystems implementation concentrated on core accounting modules including general ledger and transaction processing, and extended financial reporting capabilities to enable new client reporting layouts, charts, and email distribution to IFAs. The SunSystems upgrade ran in parallel with infrastructure initiatives that included a new telephone recording capability to meet FSA requirements, significant background work on a client documentation management system, and infrastructure support for the launch of a unitised multi asset service.
Operational governance emphasized tighter data security and controls, reflected by USB access lockdowns and improved firewalls coordinated with the SunSystems rollout, and reporting workflow changes to deliver enhanced client reports. The program aligned finance and compliance processes with the ERP Financial implementation, embedding regulatory recording and client reporting requirements into accounting operations.
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Rathbones HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Edenred | Legacy | Reward Gateway Employee Reward and Recognition | Employee Recognition and Rewards Management | HCM | n/a | 2020 | 2020 |
In 2020, Rathbones deployed Reward Gateway Employee Reward and Recognition as an Employee Recognition and Rewards Management solution on their website. The implementation positions Reward Gateway Employee Reward and Recognition to support HR and employee engagement functions across Rathbones' UK employee base and to centralize recognition activity on the Rathbones Reward Gateway portal.
The deployment uses core Employee Recognition and Rewards Management capabilities common to the category, including configurable recognition workflows, a rewards catalogue and e-reward issuance, peer recognition activity feeds, and an administrative console for program configuration and user management. Reward Gateway Employee Reward and Recognition is instrumented to support communications workflows and reporting dashboards that enable HR to operationalize recognition programs and manage entitlements.
Operational coverage is delivered through Rathbones' Reward Gateway web presence and is scoped to employees and people operations teams responsible for engagement and rewards. Governance follows category-aligned patterns with HR administrators controlling program configuration, user roles and content curation within the application, while the site-facing interface is used to surface recognition, awards and program communications to staff.
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Payroll | HCM |
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2020 | 2020 |
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Rathbones Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Rathbones implemented Cisco Webex Meetings. Cisco Webex Meetings, an Audio Video and Web Conferencing application, is embedded on Rathbones' website to provide browser based meeting joins and external client engagement. The implementation surfaces web conferencing functionality directly on public web pages to support client advisory interactions and external communications.
Configuration centers on core Audio Video and Web Conferencing capabilities including scheduled meeting rooms, real time video and audio, screen sharing, and session recording, delivered via the Cisco Webex Meetings platform. The deployment is positioned for client facing workflows and digital engagement channels, with operational governance aligned to financial services requirements for secure external communication and access control. Integrations are limited to the web embedding on Rathbones' site as observed.
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Collaboration | Collaboration |
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2019 | 2019 |
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Event Management | Collaboration |
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2017 | 2017 |
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Survey and Questionnaire | Collaboration |
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2018 | 2018 |
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Rathbones Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2019 | 2019 |
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Rathbones CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Engagement | CRM |
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2019 | 2020 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Sales Automation, Sales Engagement | CRM |
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2019 | 2020 |
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Rathbones EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2021 | 2021 |
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Rathbones ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2013 | 2013 |
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IT Service Management | ITSM |
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2022 | 2022 |
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Rathbones Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM and Investor Relationship Management | Investment Management |
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2022 | 2024 |
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Portfolio and Investment Management | Investment Management |
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2024 | 2024 |
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Transfer Agency | Investment Management |
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2022 | 2022 |
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Transfer Agency | Investment Management |
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2007 | 2007 |
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Rathbones TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Rathbones PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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Rathbones 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Rathbones CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Rathbones
| First Name | Last Name | Title | Function | Department | Phone | |
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Financial Controller | Director | Finance | |
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Group Finance Director | Director | Finance | |
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Chief Information Officer | CXO | IT | |
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Head of Fund Accounting | Director | Investment | |
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Fund Manager | Manager | Finance | |
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Funds Director | Director | Investment | |
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Fund Operations Executive | CXO | Finance | |
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Head of Transfer Agency | Director | Investment | |
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Chief Investment Officer | CXO | IT | |
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Head of Transformation | Director | IT | |
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Apps Being Evaluated by Rathbones Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Rathbones IT executives and key decision makers. This section highlights Rathbones's latest recorded technology evaluations, including SAP S/4 HANA for ERP Financial on 2025-04-29. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Rathbones digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-04-29 | Rathbones | Evaluated | SAP | SAP S/4 HANA | ERP Financial | ERP |
FAQ - APPS RUN THE WORLD Rathbones Technographics
Rathbones is a Banking and Financial Services organization based in United Kingdom,
with around 3545 employees and annual revenues of $1.21 billion.
Rathbones operates a diverse technology stack with applications such as
Infor SunSystems, Reward Gateway Employee Reward and Recognition and Cisco Webex Meetings,
covering areas like ERP Financial, Employee Recognition and Rewards Management and Audio Video and Web Conferencing.
Rathbones has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Infor, Edenred and Cisco Systems.
Rathbones recently adopted applications including
InvestCloud Digital Wealth Portfolio Manager in 2024, ServiceNow ITSM in 2022 and InvestCloud Digital Wealth CRM in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Rathbones’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Rathbones’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 Rathbones technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.