Chichester, PO19 1UP,
United Kingdom
Thesis Asset Management Technographics
Thesis Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Thesis 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 100 Thesis 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 Thesis Asset Management has purchased the following applications: Infor SunSystems for ERP Financial in 2011, Postmark for Transactional Email in 2020, Microsoft Azure Cloud Services for Application Hosting and Computing Services 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 Thesis Asset Management is running and its propensity to invest more and deepen its relationship with Infor , ActiveCampaign , 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 Thesis Asset Management revenues, which have grown to $10.0 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 Thesis 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.
Thesis Asset Management Tech Stack and Enterprise Applications
Thesis Asset Management ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP | n/a | 2011 | 2018 |
In 2011, Thesis Asset Management implemented Infor SunSystems to support its core financial operations for a rapidly growing unit trust administrator and its subsidiary. This ERP Financial deployment centralized the production of management accounts and structured reporting for around 130 sub profit and loss statements, delivering both internal management reporting and client-facing financial packs.
The implementation employed Infor SunSystems accounting functionality alongside Q&A and Executive reporting tools to automate ledger reporting, control balance sheet reconciliations, and standardize sub-ledger P and L rollups. Configuration work included defining multi-entity chart of accounts, recurring management account templates, and the development of complex spreadsheet models to calculate contractual payments tied to client agreements.
Operational coverage extended across finance, client services, investment managers, and third party administrators, with regular liaison to external auditors for statutory and audit support. Day to day activities under the Infor SunSystems environment focused on producing monthly management accounts, reviewing and resolving balance sheet reconciliation queries, and distributing segmented P and L reports to clients and internal stakeholders.
Governance was oriented around reconciliation review cycles, structured reporting signoffs, and the operationalization of spreadsheet-based calculation models into repeatable processes. The deployment emphasized control of accounting flows, standardized reporting cadence, and coordination between internal departments and external parties within the Infor SunSystems ERP Financial framework.
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Thesis Asset Management PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ActiveCampaign | Legacy | Postmark | Transactional Email | PaaS | n/a | 2020 | 2020 |
In 2020, Thesis Asset Management implemented Postmark to manage website driven transactional messaging. Postmark is the Transactional Email platform used to deliver customer facing notifications, form confirmations, and account related messages originating from the ThesisAM website. The deployment concentrated on centralizing template management and delivery for website outbound messages, routing transactional sends through Postmark's service to ensure consistent message rendering and event tracking.
Configuration leveraged Postmark transactional features such as template management, API driven send workflows, and message event feeds to capture bounces and deliveries into the site backend. Operational coverage focused on the web development and operations functions responsible for site notifications and email deliverability monitoring. Governance emphasized managed templates, send authorization controls, and use of Postmark event data to reconcile transactional activity with site workflows and operational change control.
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Thesis Asset Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2019 | 2019 |
In 2019, Thesis Asset Management implemented Microsoft Azure Cloud Services to host its corporate website and public-facing applications. The deployment is classified under Application Hosting and Computing Services and uses Microsoft Azure Cloud Services as the primary platform for web and application delivery for the firm.
The implementation architecture centers on cloud-hosted compute and managed platform capabilities typical of Application Hosting and Computing Services, providing scalable web hosting, storage for static assets, and platform-managed runtime for client-facing components. The Azure environment is integrated directly with the company website, supporting marketing, client engagement, and digital presence functions for the United Kingdom based firm. Operational governance is oriented toward centralized cloud provisioning and IT ownership for updates, security patching, and content deployment workflows, aligning platform management with the firm’s small enterprise operational model.
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Thesis Asset Management 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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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Thesis Asset Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Finance Director | Director | Finance | ||||
| Finance Manager | Manager | Finance | ||||
| Finance Manager | Manager | Finance |
Apps Being Evaluated by Thesis Asset Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||