Teaneck, 07666-6798, NJ,
United States
Systematic Financial Management L. P. Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Systematic Financial Management L. P. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 37 Systematic Financial Management L. P. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Systematic Financial Management L. P. has purchased the following applications: Know Your Employee for HR Compliance in 2024, Microsoft 365 for Collaboration in 2022, Know Your Transactions for AML, Fraud and Compliance in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Systematic Financial Management L. P. is running and its propensity to invest more and deepen its relationship with MyComplianceOffice , Microsoft , MailChannels 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 Systematic Financial Management L. P. revenues, which have grown to $5.0 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 Systematic Financial Management L. P. 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.
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MyComplianceOffice | Legacy | Know Your Employee | HR Compliance | HCM | n/a | 2024 | 2024 |
In 2024 Systematic Financial Management L. P. deployed Know Your Employee from MyComplianceOffice as an HR Compliance application to serve as the firm portal for employee disclosures and personal securities trading oversight. The deployment is described in the firm's Code of Ethics filed with the SEC, and the Know Your Employee application is explicitly used for employee compliance and personal trading processes in the United States.
Implementation scope covers employee disclosures, personal securities trading monitoring, pre clearance forms and periodic compliance questionnaires, with modules for initial, quarterly and annual holdings and transactions reporting. Know Your Employee was configured to automate reporting workflows for initial, quarterly and annual filings and to generate an auditable record suitable for regulatory review.
Operational coverage is focused on the United States and the primary business functions impacted are compliance, HR related employee reporting and trading surveillance. The solution functions as a centralized compliance portal, providing structured questionnaires, electronic disclosures and transaction reporting that feed an auditable trail for regulators.
Governance and process changes center on formalizing employee disclosure and pre clearance workflows, and instituting periodic questionnaire cadence and reporting automation. The implementation emphasizes maintaining regulator ready audit records and automating recurring reporting obligations, consistent with the firm statement that the platform automates reporting and provides an auditable record for regulators.
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2022 | 2022 |
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MyComplianceOffice | Legacy | Know Your Transactions | AML, Fraud and Compliance | TRM | n/a | 2024 | 2024 |
In 2024, Systematic Financial Management L. P. implemented MyComplianceOffice Know Your Transactions under the AML, Fraud and Compliance category to govern personal trading and pre clearance processes. The deployment targets the firm s finance and compliance processes in the United States and is documented within the firm s Code of Ethics.
The Know Your Transactions implementation configures trade pre clearance monitoring and MNPI controls and leverages MCO direct data feeds to ingest trade and personal securities transaction data. Configuration emphasizes automated monitoring, centralized clearance workflows and surveillance of personal securities transactions for covered employees.
Integrations are explicitly described in the Code of Ethics, which references MyComplianceOffice for pre clearance and monitoring and specifies MCO direct data feeds into compliance workflows. Operational coverage centers on the finance and compliance departments across the United States and covers employee pre clearance approvals and post trade surveillance processes.
Governance was formalized by linking the Code of Ethics to the MyComplianceOffice deployment, aligning clearance authorities, approval routing and monitoring responsibilities under compliance oversight. Know Your Transactions centralizes clearance workflows and implements automated monitoring rules that are used to enforce documented approval paths and insider controls.
The filing indicates that the use of MyComplianceOffice s Know Your Transactions supported automated monitoring and centralized clearance workflows, enabling codified pre clearance and transaction surveillance processes within Systematic Financial Management L. P.'s finance and compliance operations.
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2022 | 2022 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Web Application Firewalls (WAF), DDoS Protection | CyberSecurity |
|
2022 | 2022 |
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