TD Ameritrade Holding
10916 Prairie Brook Rd,
Omaha, 68144, NE,
United States
Omaha, 68144, NE,
United States
1 402-392-3620
Banking and Financial Services
TD Ameritrade Holding Technographics
TD Ameritrade Holding Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TD Ameritrade Holding and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 8800 TD Ameritrade Holding 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 Holding has purchased the following applications: SAP Concur Expense for Expense Management in 2011, Microsoft Power BI for Analytics and BI in 2016, CrownPeak DXP for Web Content Management 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 Holding is running and its propensity to invest more and deepen its relationship with SAP , Tangoe , Microsoft 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 Holding revenues, which have grown to $3.60 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 Holding 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 Holding Tech Stack and Enterprise Applications
TD Ameritrade Holding ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP | n/a | 2011 | 2011 |
In 2011, TD Ameritrade Holding implemented SAP Concur Expense. The deployment established SAP Concur Expense as the Expense Management platform for corporate finance and employee travel expense processing within TD Ameritrade Holding in the United States.
The implementation concentrated on configuring expense reporting workflows, automated approval routing, policy enforcement, electronic receipt capture, and audit controls consistent with Expense Management functional capabilities. Deployment activities centralized expense policy and reporting for finance and travel program stakeholders, and formalized operational workflows for submitting, approving, and reconciling employee expenses using SAP Concur Expense.
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Expense Management | ERP |
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2018 | 2018 |
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TD Ameritrade Holding Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2016 | 2018 |
In 2016 TD Ameritrade Holding implemented Microsoft Power BI to support Analytics and BI for business intelligence and reporting functions across its data and analytics teams. The implementation centralized dashboarding and self-service reporting while coexisting with Microsoft SQL Server based data marts and a data warehouse architecture used by data modelers and business analysts.
The implementation included development of Power BI dashboards and traditional SSRS reporting, with SSRS artifacts that used complex SQL, sub-reports, drill down and drill through capabilities. ETL and data preparation were delivered through T-SQL scripts, stored procedures and SQL Server Integration Services packages, using control flow and data transformation tasks such as Data Conversion, Derived Column, Look-up, Fuzzy Look-up and Script Task, and supporting both full and incremental loads into destination tables.
Integrations and operational coverage included Microsoft SQL Server 2016 and 2014, SSIS, SSAS in both tabular and multidimensional cube formats, SSRS, Windows Server 2012, Visual Studio, TFS and SVN, and Microsoft Azure components referenced in the environment. Data movement patterns covered staging servers to data marts within the data warehouse, FTP file transfers orchestrated by master SSIS packages, and copy-only backups from production applied to test and development environments for validation.
Governance and operational controls were implemented through SSIS checkpoints, package logging, error logging and event handling to redirect and remediate error rows, along with automated scheduling and deployment using SQL Server Agent jobs, alerts, SQL Mail Agent and FTP. Operational support workflows included modifying tabular SSAS models to meet new requirements, deploying SSIS packages with XML configuration files to minimize changes, and delivering reports via email, PDF and scheduled distribution to meet ad-hoc requests from business analysts and project managers.
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Process Mining | Analytics and BI |
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2016 | 2016 |
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TD Ameritrade Holding Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CrownPeak | Legacy | CrownPeak DXP | Web Content Management | Content Management | n/a | 2021 | 2021 |
In 2021, TD Ameritrade Holding implemented CrownPeak DXP as its Web Content Management solution for the corporate website. The deployment uses CrownPeak Web Content Management to centralize editorial control and to manage public-facing pages and campaign sites, aligning the application with digital marketing and web operations functions at the firm.
Configuration focused on standard Web Content Management capabilities including centralized content authoring, template and component management, digital asset management, and workflow-driven publishing. The CrownPeak DXP implementation emphasizes modular content models and staging to support iterative updates and multi-page templates, consistent with enterprise web content lifecycle management practices.
Operational governance was structured around editorial roles and approval workflows, placing responsibility for content publication within marketing and web operations teams. Change control and content review processes were implemented to regulate publishing cadence and maintain compliance on the public site, while the CrownPeak DXP instance serves as the primary system of record for web content.
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TD Ameritrade Holding CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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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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Marketing Automation | CRM |
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2019 | 2019 |
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Partner Relationship Management | CRM |
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2014 | 2014 |
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Tag Management | CRM |
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2017 | 2017 |
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TD Ameritrade Holding ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2016 | 2016 |
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TD Ameritrade Holding 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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2019 | 2019 |
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TD Ameritrade Holding 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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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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TD Ameritrade Holding CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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DDoS Protection | CyberSecurity |
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2016 | 2016 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at TD Ameritrade Holding
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by TD Ameritrade Holding Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from TD Ameritrade Holding IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the TD Ameritrade Holding digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD TD Ameritrade Holding Technographics
TD Ameritrade Holding is a Banking and Financial Services organization based in United States,
with around 8800 employees and annual revenues of $3.60 billion.
TD Ameritrade Holding operates a diverse technology stack with applications such as
SAP Concur Expense, Microsoft Power BI and CrownPeak DXP,
covering areas like Expense Management, Analytics and BI and Web Content Management.
TD Ameritrade Holding has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, Microsoft and CrownPeak.
TD Ameritrade Holding recently adopted applications including
CrownPeak DXP in 2021, Cloudflare CDN in 2021 and Adobe Marketing Cloud (ex Omniture) in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of TD Ameritrade Holding’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates TD Ameritrade Holding’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 TD Ameritrade Holding technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.