Stonehage Fleming South Africa
First Floor, North Block, Waterway House 3 Dock Road, Victoria & Alfred Waterfront,
Cape Town, 8001,
South Africa
Cape Town, 8001,
South Africa
27 21 446 2100
Banking and Financial Services
Stonehage Fleming South Africa Technographics
Stonehage Fleming South Africa Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Stonehage Fleming South Africa and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Stonehage Fleming South Africa employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Stonehage Fleming South Africa has purchased the following applications: Stripe Payments for Payment Processing in 2020, DocuSign eSignature for Digital Signing in 2021, SS&C Advent Portfolio Exchange for Portfolio and Investment Management in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Stonehage Fleming South Africa is running and its propensity to invest more and deepen its relationship with Stripe , DocuSign , Pixel & Tonic 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 Stonehage Fleming South Africa revenues, which have grown to $25.0 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 Stonehage Fleming South Africa 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.
Stonehage Fleming South Africa Tech Stack and Enterprise Applications
Stonehage Fleming South Africa ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Stripe | Legacy | Stripe Payments | Payment Processing | ERP | n/a | 2020 | 2020 |
In 2020 Stonehage Fleming South Africa implemented Stripe Payments to handle online transactions on its public website. The deployment uses Stripe Payments as the primary Payment Processing layer for client facing payment capture, authorization, card tokenization, and settlement workflows. The implementation is web embedded, integrating payment forms into the site checkout experience and employing tokenization to reduce merchant PCI scope while enabling real time authorization and capture.
Operational scope covers the corporate website and other client facing digital channels, supporting finance and client services for payment acceptance and reconciliation. Configuration work focused on payment method setup, fraud protection rules, and webhook driven event notifications to feed downstream accounting and treasury workflows. Governance centered on payment operations and role based access for finance users, with ongoing support retained by internal IT and digital teams.
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Stonehage Fleming South Africa Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021 Stonehage Fleming South Africa implemented DocuSign eSignature for Digital Signing on its public website to handle client-facing agreement execution and electronic signature capture. The deployment of DocuSign eSignature is surfaced through the firm website, enabling online presentation of documents and web-based signing sessions for external clients and counterparties.
Configuration emphasizes template-driven envelope workflows and signer authentication controls typical of Digital Signing solutions, with document branding and standardized signing fields to reduce manual assembly. DocuSign eSignature is used to manage reusable templates, routed signing sequences, and embedded signing or redirect signing experiences as part of customer-facing workflows.
The implementation is scoped to client engagement workflows across the firm in South Africa, touching client services, operations, and compliance functions for execution and recordation of signed documents. Governance is organized around template management, access controls, and audit trail retention, leveraging DocuSign eSignature native audit logs and tamper-evident records to support signature verification and regulatory traceability.
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Web Content Management | Content Management |
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2020 | 2020 |
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Stonehage Fleming South Africa 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 | 2019 | 2019 |
In 2019 Stonehage Fleming South Africa implemented SS&C Advent Portfolio Exchange as the core Portfolio and Investment Management platform to consolidate fund accounting, portfolio management and middle office workflows across its multi-jurisdictional operation. The deployment covered the Advent suite with APX for portfolio management services, Moxy for order management, Genesis for modelling and a Rules Manager for automated business rules, delivered across Switzerland, Liechtenstein, South Africa and Jersey.
Configuration work focused on APX configuration for PMS-led position keeping, Moxy integration of OMS order lifecycles, Genesis modelling for scenario analysis and a Rules Manager implementation to enforce control policies and workflow gating. An explicit IBOR data quality programme was executed to standardize and reconcile investment book of record data, and targeted remediation addressed sub-optimal functionality and workflows to harmonise processes and controls across the global business.
The programme included selection and implementation of a Private Capital platform, Investran, with downstream integration work for data analysis, data migration and harmonisation of processes and controls between private capital and listed investment workflows. Operational coverage extended to investment management, middle office, operations, compliance and reporting functions, aligning instrument, cash and position data flows between SS&C Advent Portfolio Exchange and the Investran downstream chain.
Governance changes centered on centralised control frameworks and rules-based workflow enforcement using the Rules Manager, with phased rollout by jurisdiction and coordinated data migration and testing cycles. The implementation supported operational initiatives including the launch of Irish domiciled UCITs Funds and established a common control and data model to sustain multi-jurisdictional fund administration and portfolio oversight.
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Portfolio and Investment Management | Investment Management |
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2019 | 2019 |
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Trade Order Management System (TOMS) | Investment Management |
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2019 | 2019 |
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Trading Platform | Investment Management |
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2019 | 2019 |
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Stonehage Fleming South Africa 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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Content Delivery Network | IaaS |
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2020 | 2020 |
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Stonehage Fleming South Africa CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Stonehage Fleming South Africa
| First Name | Last Name | Title | Function | Department | Phone | |
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Partner - Chief Investment Officer Investment Management South Africa | CXO | Investment | |
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Director - Investment Management | Director | Investment | |
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Director - Investment Management | Director | Investment | |
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Partner & Chief Operating Officer - South Africa | CXO | Finance | |
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Apps Being Evaluated by Stonehage Fleming South Africa Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Stonehage Fleming South Africa IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Stonehage Fleming South Africa digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Stonehage Fleming South Africa Technographics
Stonehage Fleming South Africa is a Banking and Financial Services organization based in South Africa,
with around 200 employees and annual revenues of $25.0 million.
Stonehage Fleming South Africa operates a diverse technology stack with applications such as
Stripe Payments, DocuSign eSignature and SS&C Advent Portfolio Exchange,
covering areas like Payment Processing, Digital Signing and Portfolio and Investment Management.
Stonehage Fleming South Africa has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Stripe, DocuSign and SS&C Technologies.
Stonehage Fleming South Africa recently adopted applications including
DocuSign eSignature in 2021, Okta Identity Cloud in 2021 and Stripe Payments in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Stonehage Fleming South Africa’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Stonehage Fleming South Africa’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 Stonehage Fleming South Africa technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.