Toronto, M5J1C4, ON,
Canada
TD Asset Management Technographics
TD Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TD Asset Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3500 TD Asset Management 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 Asset Management has purchased the following applications: Coupa Expense for Expense Management in 2016, Infinite BrassRing ( Formerly IBM Kenexa BrassRing ) for Applicant Tracking System in 2018, CitiDirect Card Management System for Digital Banking in 2018 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 Asset Management is running and its propensity to invest more and deepen its relationship with Coupa Software , Infinite Computer Solutions , Citigroup 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 Asset Management revenues, which have grown to $1.30 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 Asset Management 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 Asset Management Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Coupa Software | Legacy | Coupa Expense | Expense Management | ERP Financial Management | n/a | 2016 | 2016 |
|
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infinite Computer Solutions | Legacy | Infinite BrassRing ( Formerly IBM Kenexa BrassRing ) | Applicant Tracking System | HCM | n/a | 2018 | 2018 |
|
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Citigroup | Legacy | CitiDirect Card Management System | Digital Banking | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018, TD Asset Management deployed CitiDirect Card Management System, a Digital Banking application. The implementation was delivered as part of TDAM's institutional technology stack and positioned to manage corporate card programs and payment workflows for the firm.
The CitiDirect Card Management System was configured to support standard card management capabilities typical of Digital Banking solutions, including card issuance and provisioning, lifecycle and entitlement management, transaction authorization controls, reconciliation support, and operational reporting. Configuration focused on aligning card controls and transaction feeds with custody and accounting workflows used by asset management operations.
The deployment was placed alongside existing TDAM systems such as Trade HUB, BBG, Workbench, GTSS, and RBC PB&IS within the enterprise application landscape, enabling operational alignment between card operations, trade support, and custody teams. Technical architecture emphasized integration readiness with custody and back office processes while maintaining a centralized card management service for corporate treasury and operations.
Governance changes centered on centralized card control policies and standardized operational workflows for card issuance and settlement across TD Asset Management. The CitiDirect Card Management System supported business functions in payments, treasury, operations, and custody, and was instrumented to provide consistent transaction handling and reporting within TDAM's established systems environment.
|
AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
ML and Data Science Platforms | AI Development |
|
2019 | 2019 |
|
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Analytics and BI | Analytics and BI |
|
2017 | 2017 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2016 | 2016 |
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|
Audio Video and Web Conferencing | Collaboration |
|
2017 | 2017 |
|
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Audio Video and Web Conferencing | Collaboration |
|
2020 | 2020 |
|
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Collaboration | Collaboration |
|
2019 | 2019 |
|
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|
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|
Collaboration | Collaboration |
|
2017 | 2017 |
|
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|
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|
Collaboration | Collaboration |
|
2022 | 2022 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Document Management | Content Management |
|
2015 | 2015 |
|
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|
|
|
Enterprise Content Management | Content Management |
|
2014 | 2014 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Experience | CRM |
|
2021 | 2021 |
|
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|
|
|
Customer Support | CRM |
|
2018 | 2018 |
|
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|
Data Management Platform | CRM |
|
2021 | 2021 |
|
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|
Digital Advertising Platform | CRM |
|
2016 | 2016 |
|
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|
Digital Advertising Platform | CRM |
|
2016 | 2016 |
|
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Digital Advertising Platform | CRM |
|
2017 | 2017 |
|
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Digital Advertising Platform | CRM |
|
2017 | 2017 |
|
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Digital Advertising Platform | CRM |
|
2017 | 2017 |
|
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Marketing Analytics | CRM |
|
2016 | 2016 |
|
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Marketing Analytics | CRM |
|
2021 | 2021 |
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Marketing Automation | CRM |
|
2017 | 2017 |
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Marketing Automation | CRM |
|
2019 | 2019 |
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Marketing Automation | CRM |
|
2016 | 2016 |
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Marketing Automation | CRM |
|
2017 | 2017 |
|
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Sales Automation, CRM, Sales Engagement | CRM |
|
2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
|
2018 | 2018 |
|
|
|
|
|
Tag Management | CRM |
|
2020 | 2020 |
|
ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Performance Management | ITSM |
|
2023 | 2023 |
|
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|
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IT Service Management | ITSM |
|
2015 | 2015 |
|
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|
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Remote Monitoring and Management | ITSM |
|
2019 | 2019 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Asset and Wealth Management | Investment Management |
|
2020 | 2020 |
|
|
|
|
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Portfolio and Investment Management | Investment Management |
|
2014 | 2014 |
|
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Portfolio and Investment Management | Investment Management |
|
2019 | 2019 |
|
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Portfolio and Investment Management | Investment Management |
|
2014 | 2014 |
|
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Portfolio and Investment Management | Investment Management |
|
2015 | 2015 |
|
|
|
|
|
Trading Platform | Investment Management |
|
2010 | 2010 |
|
PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Project Portfolio Management | PPM |
|
2016 | 2016 |
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2015 | 2015 |
|
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|
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Governance, Risk and Compliance | TRM |
|
2003 | 2003 |
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Apps Development | PaaS |
|
2020 | 2020 |
|
|
|
|
|
Apps Development | PaaS |
|
2016 | 2016 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
|
|
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Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
|
|
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Application Hosting and Computing Services | IaaS |
|
2023 | 2023 |
|
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Content Delivery Network | IaaS |
|
2019 | 2019 |
|
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Content Delivery Network | IaaS |
|
2020 | 2020 |
|
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|
Database Management | IaaS |
|
2020 | 2020 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2023 | 2023 |
|
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Secure Email Gateways (SEGs) | CyberSecurity |
|
2020 | 2020 |
|
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Secure Web Gateways (SWG) | CyberSecurity |
|
2016 | 2016 |
|
IT Decision Makers and Key Stakeholders at TD Asset Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by TD Asset Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||