New York, 10165, NY,
United States
Rutter Associates Technographics
Rutter Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Rutter Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 21 Rutter 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 Rutter Associates has purchased the following applications: Microsoft 365 for Collaboration in 2020, Automattic Jetpack CRM for CRM in 2017, FINCAD Analytics for Risk Management in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Rutter Associates is running and its propensity to invest more and deepen its relationship with Microsoft , Automattic , Fincad 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 Rutter Associates revenues, which have grown to $3.0 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 Rutter 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.
Rutter Associates Tech Stack and Enterprise Applications
Rutter Associates Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Rutter Associates implemented Microsoft 365 as its Collaboration platform. The 21-employee banking and financial services firm lists Microsoft 365 on its website and uses Microsoft 365 to support core business functions for internal communication, document collaboration, and knowledge management within its advisory practice.
Deployment follows a small business tenant model, with Microsoft 365 services including Exchange Online for email, Microsoft Teams for messaging and virtual meetings, SharePoint and OneDrive for document libraries and file sharing, and Azure Active Directory for identity and access management. Governance and operational controls are aligned with Collaboration category practices, focusing on tenant level user provisioning, shared site collections for client facing content, and role based access controls to protect financial data and streamline team workflows.
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Rutter Associates CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2017 | 2017 |
In 2017, Rutter Associates implemented Automattic Jetpack CRM on their website. The deployment uses Automattic Jetpack CRM in the CRM category to centralize customer and prospect records for the 21-person banking and financial services firm and to provide a single repository for client interactions and contact data.
Configuration emphasized core CRM capabilities, including contact management, web-based lead capture forms embedded on their site, activity tracking and basic segmentation for client outreach. Automattic Jetpack CRM was configured to support customer lifecycle workflows, tagging and activity timelines, and to enable simple email campaign and follow-up workflows aligned with small-team operations.
The implementation is delivered through the company website, leveraging the web-hosted plugin architecture common to Automattic Jetpack CRM, so lead capture and contact enrichment occur at the point of web engagement. Operational coverage centers on customer-facing functions, specifically sales intake, client services and marketing communications, with records accessible to internal users managing client relationships.
Governance and process changes established centralized contact ownership, standardized tagging conventions and defined follow-up workflows to improve consistency of customer interactions. The narrative reflects a focused CRM deployment where Automattic Jetpack CRM, categorized as CRM, is the primary system for managing client relationships for Rutter Associates.
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Rutter Associates TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fincad | Legacy | FINCAD Analytics | Risk Management | TRM | n/a | 2012 | 2012 |
In 2012, Rutter Associates implemented FINCAD Analytics for Risk Management. The deployment supported a small New York based risk team and was applied to quantitative risk analysis and client facing Asset Liability Management work during analytics engagements. FINCAD Analytics was used to produce time, bar, and hockey stick charts that visualized potential outcomes of various trade options, and analysts populated those models with market and pricing inputs sourced from Bloomberg to drive scenario and sensitivity analysis.
Configuration emphasis aligned with Risk Management workflows, concentrating on valuation analytics, scenario generation, and charting capabilities to support asset liability management presentations and client pitches. Operational coverage included the firm s analytics meetings and client advisory workflows in New York where FINCAD Analytics outputs were embedded into pitch materials and risk discussions, and governance relied on analyst driven model use coupled with meeting based review cycles for quantitative risk analysis.
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Rutter 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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Rutter Associates
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Apps Being Evaluated by Rutter Associates Executives
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