Stonehage Fleming
15 Suffolk Street,
London, SW1Y 4HG,
United Kingdom
London, SW1Y 4HG,
United Kingdom
44 20 7087-0000
Banking and Financial Services
Stonehage Fleming Technographics
Stonehage Fleming Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Stonehage Fleming and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 800 Stonehage Fleming 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 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 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 revenues, which have grown to $49.0 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 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 Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Stripe | Legacy | Stripe Payments | Payment Processing | ERP Financial Management | n/a | 2020 | 2020 |
In 2020 Stonehage Fleming implemented Stripe Payments. Stripe Payments is deployed on Stonehage Fleming's website to provide Payment Processing for client-facing online transaction capture and checkout flows in the United Kingdom.
The implementation uses Stripe Payments capabilities common to Payment Processing deployments, including hosted checkout and API-driven payment capture, client-side tokenization to limit card data exposure, and card and alternative payment method acceptance. Stripe Payments is configured to handle real-time transaction authorization and settlement workflows, and to surface transaction records for downstream financial reconciliation and reporting.
Operational scope is constrained to the public website and client-facing billing interactions, supporting Finance and Client Services functions that manage receipts and invoicing workflows. Governance centers on web payment controls and transaction logging, with the Stripe Payments integration serving as the primary online payment channel for Stonehage Fleming's digital client interactions.
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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 implemented DocuSign eSignature as a Digital Signing solution on its public website to provide web-based signature capture for client-facing documents. The implementation positions DocuSign eSignature as the primary digital signature mechanism accessible through web workflows, enabling browser-based execution and signer authentication for external counterparties.
DocuSign eSignature was configured to support standard Digital Signing capabilities including envelope management, reusable templates, recipient authentication and audit trail logging for compliance and record retention. The deployment focuses on embedding signing flows into the corporate website to streamline contract execution and client onboarding, while governance emphasis centers on signature audit logs, access controls and documented signing workflows for legal and client service use cases.
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Web Content Management | Content Management |
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2020 | 2020 |
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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 implemented SS&C Advent Portfolio Exchange as its core Portfolio and Investment Management platform. The selection reflected the firm’s view that SS&C Advent’s product suite is both leading-edge and mature, meeting explicit business needs for scalability and harmonization across investment operations.
The implementation concentrated on standardizing portfolio accounting and investment operations workflows, encompassing performance measurement, reconciliation, trade capture, consolidated reporting, and data harmonization. SS&C Advent Portfolio Exchange was configured to centralize portfolio data models and consistent valuation and accounting conventions across discretionary and advisory mandates, with modular functional components and role based access controls to support operational segregation of duties.
Operational scope covered investment operations, middle office, portfolio management, and client reporting teams, with governance moved toward centralized data stewardship and workflow orchestration to harmonize processes across the firm. Rollout was executed in phases aligned to mandates and fund structures to manage operational risk, and the program explicitly targeted the scalability and harmonization outcomes the firm sought.
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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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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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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
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Stonehage Fleming Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Stonehage Fleming IT executives and key decision makers. This section highlights Stonehage Fleming's latest recorded technology evaluations, including BlackRock Aladdin for Portfolio and Investment Management on 2025-03-10 and Ceridian Dayforce HCM for Core HR on 2024-11-14. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Stonehage Fleming 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 Technographics
Stonehage Fleming is a Banking and Financial Services organization based in United Kingdom,
with around 800 employees and annual revenues of $49.0 million.
Stonehage Fleming 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 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 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’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Stonehage Fleming’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 technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.