San Francisco, 94111, CA,
United States
Standish Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Standish Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Standish 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 Standish Management has purchased the following applications: Allvue Systems Business Intelligence for Analytics and BI in 2020, Microsoft 365 for Collaboration in 2016, HubSpot CMS for Web Content Management 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 Standish Management is running and its propensity to invest more and deepen its relationship with Allvue Systems , Microsoft , Salesforce 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 Standish Management revenues, which have grown to $1.0 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 Standish 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.
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Allvue Systems | Legacy | Allvue Systems Business Intelligence | Analytics and BI | Analytics and BI | n/a | 2020 | 2020 |
In 2020 Standish Management implemented Allvue Systems Business Intelligence in the Business Intelligence category to modernize fund accounting and investor reporting for its fund administration services in the United States. The Allvue Systems Business Intelligence deployment focused on centralized reporting and dashboarding to improve transparency across fund accounting and investor communications.
Configuration centered on standardized investor report templates and role-based dashboards, with Allvue Systems Business Intelligence used to author and schedule recurring reports. The implementation included configuration of the fund accounting data model, data normalization for consolidated investor views, and automated report distribution to reduce manual report assembly.
Operational coverage targeted Standish Managements fund administration and finance functions supporting US-based funds, with the Business Intelligence layer connected to the firms accounting and reconciliation workflows to drive consistent investor reporting. Daily operational use emphasized dashboard-driven variance analysis and investor statements, aligning reporting ownership to core finance and operations staff.
Governance and rollout were executed as a phased adoption across reporting processes with template governance and user access controls instituted to maintain report consistency. Standish Management achieved multi-day savings on reporting cycles as an explicit outcome of the Allvue Systems Business Intelligence implementation.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
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Collaboration | Collaboration |
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2023 | 2023 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | HubSpot CMS | Web Content Management | Content Management | n/a | 2020 | 2020 |
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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eCommerce | eCommerce |
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2022 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2022 | 2022 |
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Customer Support | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation | CRM |
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2020 | 2020 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM and Investor Relationship Management, Investor Onboarding | Investment Management |
|
2020 | 2021 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2022 | 2022 |
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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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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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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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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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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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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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2014 | 2014 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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