Omaha, 68154,
United States
TD Ameritrade Technographics
TD Ameritrade Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TD Ameritrade and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 8939 TD Ameritrade employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that TD Ameritrade has purchased the following applications: Tangoe One for Expense Management in 2017, iCIMS Recruit Applicant Tracking System for Applicant Tracking System in 2015, Snowflake Data Warehouse for Data Warehouse in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems TD Ameritrade is running and its propensity to invest more and deepen its relationship with Tangoe , iCIMS , Workday 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 TD Ameritrade revenues, which have grown to $4.36 billion 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 TD Ameritrade 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.
TD Ameritrade Tech Stack and Enterprise Applications
TD Ameritrade ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tangoe | Legacy | Tangoe One | Expense Management | ERP | n/a | 2017 | 2017 |
In 2017, TD Ameritrade deployed Tangoe One to operationalize Expense Management across accounts payable and vendor billing functions. The Tangoe One deployment established centralized handling for telecom and utility spend, and it supported invoice imaging and structured invoice processing workflows for company wide payables.
Tangoe One was configured to support invoice capture, vendor invoice matching and PO based validation, and duplicate invoice prevention workflows that included use of an Invoice Number Format Tool to reduce duplicate payments. The implementation emphasized invoice lifecycle controls, approval routing and exceptions handling consistent with Expense Management functional best practices.
Operationally the Tangoe One deployment coexisted with Oracle based AP processes used to enter and match invoices for payment, and invoices were maintained both internally and through outsourced handlers including Capturis and Tangoe. The deployment supported distributed invoice intake and remote processing by AP staff, reflecting a hybrid in house and outsourced operating model for utility and telephone invoices.
Governance changes centered on stricter vendor onboarding and invoice validation, with Accounts Payable enforcing W 9 collection for first use vendors and requiring all vendor invoices, credits and disbursements to be approved or matched with a PO prior to payment. These procedural controls were embedded into Tangoe One supported workflows and everyday AP responsibilities to standardize processing and reduce payment exceptions.
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TD Ameritrade HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| iCIMS | Legacy | iCIMS Recruit Applicant Tracking System | Applicant Tracking System | HCM | n/a | 2015 | 2015 |
In 2015, TD Ameritrade deployed iCIMS Recruit Applicant Tracking System as its Applicant Tracking System to power candidate intake and hiring workflows on its public careers website. The deployment centrally positioned the iCIMS Recruit Applicant Tracking System as the primary talent acquisition platform for recruiting and HR teams, supporting web based job postings and applicant capture directly from tdameritrade.com.
The implementation configured core Applicant Tracking System capabilities including career site integration, job requisition creation, candidate sourcing and resume parsing, configurable applicant workflows, interview coordination, and recruiting analytics. iCIMS Recruit Applicant Tracking System was set up to manage the candidate lifecycle from application through disposition, with configurable stages and automated notifications to enforce recruiting processes.
Operational coverage focused on Talent Acquisition and HR operations, with role based access controls and requisition approval routing to align hiring governance with internal policies. The solution was integrated into TD Ameritrade public recruiting channels, and governance emphasized standardized workflows, audit ready candidate records, and recruiter centric configuration of screening and workflow rules.
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Recruiting, Applicant Tracking System | HCM |
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2014 | 2014 |
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Workforce Analytics | HCM |
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2020 | 2020 |
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TD Ameritrade Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Snowflake | IBM Netezza Appliance | Snowflake Data Warehouse | Data Warehouse | Analytics and BI | n/a | 2021 | 2022 |
In 2021, TD Ameritrade implemented Snowflake Data Warehouse as a replacement initiative for its IBM Netezza Appliance within the Think tech T2 Data Warehouse group. The Snowflake Data Warehouse deployment began as a proof of concept focused on schema design, data loading, and report development to validate feasibility for core reporting and analytics workloads in the Data Warehouse category.
The implementation encompassed canonical data modeling, extensive data wrangling, and documented ETL processes. Informatica served as the primary data integration engine for movement to and from Netezza and OFSAA, while Talend was evaluated and used in POC work for big data ingestion scenarios. Team activities explicitly included ETL performance improvements, scaling and data quality workstreams aligned to Snowflake schema and loading patterns.
Operational integrations bound Snowflake Data Warehouse to downstream reporting and analytics tooling, with Tableau dashboards and SAP BusinessObjects universes reused for retail, institutional and internal metrics reporting. OFSAA was integrated for Management Reporting System rule execution and scheduled data feeds, and Tibco data virtualization was used in parallel for rapid access and prototyping of cross-system datasets that informed Snowflake schema decisions.
Governance and rollout work reflected an enterprise program cadence, with onshore and offshore resource management, site administration responsibilities for Tableau and SAP BusinessObjects, OFSAA administration for migration and patching, and Agile delivery practices using Jira and Confluence. The program emphasis was on repeatable ETL design, documentation and operational handoffs as Snowflake moved from POC toward production readiness.
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Process Mining | Analytics and BI |
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2021 | 2021 |
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TD Ameritrade Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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TD Ameritrade Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Asset Management | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2012 | 2012 |
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Web Content Management | Content Management |
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2021 | 2021 |
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TD Ameritrade CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Data Platform | CRM |
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2016 | 2016 |
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Customer Experience | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2015 | 2015 |
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Data Management Platform | CRM |
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2016 | 2016 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2013 | 2013 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Tag Management | CRM |
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2020 | 2020 |
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TD Ameritrade EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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EPM | EPM |
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2020 | 2020 |
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TD Ameritrade ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2019 | 2019 |
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TD Ameritrade Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Procurement | Procurement |
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2013 | 2013 |
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Supplier Relationship Management | Procurement |
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2013 | 2013 |
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TD Ameritrade SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Incentive Compensation Management | SPM |
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2010 | 2011 |
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TD Ameritrade TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2013 | 2013 |
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Governance, Risk and Compliance | TRM |
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2017 | 2017 |
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TD Ameritrade 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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TD Ameritrade 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Application Hosting and Computing Services | IaaS |
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2006 | 2006 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Network Management and Monitoring | IaaS |
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2016 | 2016 |
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TD Ameritrade 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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2011 | 2011 |
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IT Decision Makers and Key Stakeholders at TD Ameritrade
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by TD Ameritrade Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||