London, WC2B 5LW,
United Kingdom
Veritas Asset Management Technographics
Veritas Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Veritas 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 50 Veritas 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 Veritas Asset Management has purchased the following applications: Craft CMS for Web Content Management in 2019, Salesforce Marketing Cloud for Marketing Automation in 2019, Bloomberg AIM for Portfolio and Investment Management in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Veritas Asset Management is running and its propensity to invest more and deepen its relationship with Pixel & Tonic , Salesforce , Bloomberg 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 Veritas 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 Veritas 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.
Veritas Asset Management Tech Stack and Enterprise Applications
Veritas Asset Management Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Pixel & Tonic | Legacy | Craft CMS | Web Content Management | Content Management | n/a | 2019 | 2019 |
In 2019, Veritas Asset Management implemented Craft CMS as its Web Content Management solution for the corporate website. The deployment centralized content authoring, templating, and media handling for the firm's United Kingdom site, supporting investor relations and marketing functions.
Implementation work focused on content model configuration and custom Twig templates, with role based user accounts, granular publishing workflows, and built in asset management configured for documents and media. Governance emphasized editorial permissions, staged publishing and content versioning to separate drafting from live updates, positioning Craft CMS to manage corporate communications and client facing content for the small financial services firm.
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Veritas Asset Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Marketing Cloud | Marketing Automation | CRM | n/a | 2019 | 2019 |
In 2019, Veritas Asset Management deployed Salesforce Marketing Cloud. The firm uses Salesforce Marketing Cloud as its Marketing Automation platform on their website to manage client communications and digital engagement for the small UK-based asset manager.
The implementation centers on Marketing Automation capabilities such as email campaign automation, journey orchestration, web tracking and on-site personalization, subscriber list segmentation, and marketing content management, configured to suit a 50-employee advisory firm. Salesforce Marketing Cloud is instrumented on the corporate site to capture web behavior and drive automated message triggers and consented client outreach, supporting marketing and client communications functions. Governance focused on centralized campaign configuration and approval workflows, plus subscriber consent handling to align digital outreach with client communication policies.
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Veritas Asset Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bloomberg | Legacy | Bloomberg AIM | Portfolio and Investment Management | Investment Management | n/a | 2012 | 2012 |
In 2012, Veritas Asset Management implemented Bloomberg AIM as its Portfolio and Investment Management platform to formalize compliance rules across the firm. The implementation focused on embedding a rules-driven compliance framework within Bloomberg AIM to centralize trade surveillance, exception handling, and policy enforcement for the investment desk and compliance team at the UK-based asset manager.
Configuration work emphasized the Bloomberg AIM compliance rules engine and policy library, translating firm policies into configurable workflows, alerts, and exception queues. The deployment activated role-based access controls, audit trail and reporting capabilities, and operational workflows that linked portfolio management activity to compliance review processes, with staged rule testing and user acceptance governance built into the rollout and ongoing tuning managed by compliance and operations.
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|
|
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Portfolio and Investment Management | Investment Management |
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2013 | 2013 |
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Veritas Asset Management PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2019 | 2019 |
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Veritas Asset Management CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Veritas Asset Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| COO | CXO | Finance | ||||
| Head of Investment Operations | Director | Investment | ||||
| Fund Manager and Head of Global | Director | Finance |
Apps Being Evaluated by Veritas Asset Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-08-06 | Veritas Asset Management | Evaluated | Bloomberg | Bloomberg AIM | Portfolio and Investment Management | Investment Management |