TradeStation
8050 Southwest 10th Street Suite 2000,
Plantation, 33324, FL,
United States
Plantation, 33324, FL,
United States
1 954-652-7900
Banking and Financial Services
TradeStation Technographics
TradeStation Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TradeStation and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1200 TradeStation employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that TradeStation has purchased the following applications: Emburse Enterprise for Expense Management in 2018, LivePerson Conversational Cloud for Chatbots and Conversational AI in 2021, Microsoft Power BI for Analytics and BI in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems TradeStation is running and its propensity to invest more and deepen its relationship with Emburse , LivePerson , 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 TradeStation revenues, which have grown to $219.0 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 TradeStation 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.
TradeStation Tech Stack and Enterprise Applications
TradeStation ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Emburse | Legacy | Emburse Enterprise | Expense Management | ERP | n/a | 2018 | 2018 |
In 2018, TradeStation implemented Emburse Enterprise. The Emburse Enterprise deployment served as the core Expense Management platform to support accounts payable and corporate card workflows, processing roughly 200 to 400 invoices weekly and handling payments for international and local brokers.
Functional scope included invoice processing and payment orchestration, corporate credit card reconciliation, expense report intake and approval workflows, vendor record management, fixed asset reporting during month end, and 1099 preparation for independent vendors. Expense reports were processed and approved through Chrome River for payments while Emburse Enterprise was used to centralize expense management and corporate card payment preparation.
The implementation coincided with a transition to a new accounting program Dynamics 365, creating requirements for posting and month end reporting integration between the Expense Management layer and the accounting ledger. Operational coverage spanned accounts payable, treasury, tax, and month end close functions, and included sales tax payments for certain states and payments to both broker and corporate vendor payees.
Governance emphasized a weekly processing cadence for invoices, preparation and recording of end of month reports, and a maintained filing system for all vendor records, with responsibility for investigating and resolving pending vendor issues. TradeStation used Emburse Enterprise in Expense Management to centralize corporate card payments and support 1099 workflows while staffing was cross trained across departments to sustain approval and payment processes.
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TradeStation AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LivePerson | Legacy | LivePerson Conversational Cloud | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, TradeStation implemented LivePerson Conversational Cloud on its public website. The deployment positions LivePerson Conversational Cloud as the customer-facing Chatbots and Conversational AI layer for web-based client engagement and support.
Configuration emphasized conversational messaging, intent classification, session state management, and agent escalation capabilities consistent with Chatbots and Conversational AI platforms. The implementation embedded the LivePerson Conversational Cloud widget into TradeStation web pages and operationalized dialog authoring and runtime orchestration for web sessions.
The scope of the implementation is focused on the website channel, supporting customer service, account servicing, and client engagement touchpoints for retail trading clients. TradeStation LivePerson Conversational Cloud thus operates as the front-line conversational interface for customer interactions on the site.
Operational governance centers on conversation design controls, escalation workflows to human agents, and compliance oversight appropriate for financial services communications. Ongoing tuning and analytics were implied through the platform configuration to manage intent accuracy and routing as part of the conversational support function.
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TradeStation 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 | 2013 | 2018 |
In 2013, TradeStation deployed Microsoft Power BI as its Analytics and BI platform. The engagement produced several Microsoft Power BI dashboards that were designed and implemented for the President and direct reports, enabling day to day MBO and KPI management.
Implementation emphasized executive facing dashboards and KPI scorecards built in Microsoft Power BI, with semantic data models and measures defined in Power BI Desktop and published to the Power BI service for distribution. Capabilities implemented included interactive visualizations, slicer driven views, scheduled data refresh configuration, and role level security to control executive access.
Operational coverage focused on the executive leadership cohort and their direct reports, establishing a single source of truth for management by objectives workflows and routine performance reviews. Governance formalized report ownership and change control through BI development processes, with internal BI resources responsible for ongoing dashboard iteration and access management.
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TradeStation 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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2021 | 2021 |
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Collaboration | Collaboration |
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2021 | 2021 |
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TradeStation Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2021 | 2021 |
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TradeStation CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Partner Relationship Management | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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TradeStation 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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TradeStation PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2021 | 2021 |
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TradeStation 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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2021 | 2021 |
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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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2002 | 2002 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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TradeStation CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at TradeStation
| First Name | Last Name | Title | Function | Department | Phone | |
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Director, Data Science and Quantitative Analysis | Director | IT | |
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Vice President of IT | VP | IT | |
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Senior Manager, Product Management | Manager | Operations | |
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Chief Financial Officer and Treasurer | CXO | Finance | |
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Senior Director, Prime Finance/Co-Head TradeStation Prime Finance | Director | Investment | |
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Chief Accounting Officer | CXO | Finance | |
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EA & Travel Manager | Manager | Finance | |
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Manager, IT Engineering | Manager | IT | |
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Director of Recruiting | Director | HR | |
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Chief Technology Officer | CXO | IT | |
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Vice President of Human Resources | VP | HR | |
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HR Cooordinator | CXO | HR | |
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Apps Being Evaluated by TradeStation Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from TradeStation IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the TradeStation digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD TradeStation Technographics
TradeStation is a Banking and Financial Services organization based in United States,
with around 1200 employees and annual revenues of $219.0 million.
TradeStation operates a diverse technology stack with applications such as
Emburse Enterprise, LivePerson Conversational Cloud and Microsoft Power BI,
covering areas like Expense Management, Chatbots and Conversational AI and Analytics and BI.
TradeStation has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Emburse, LivePerson and Microsoft.
TradeStation recently adopted applications including
Lumen Cloud (ex CenturyLink) in 2023, Lumen CDN in 2023 and LivePerson Conversational Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of TradeStation’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates TradeStation’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 TradeStation technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.