Wellington Management
280 Congress Street,
Boston, 2210, MA,
United States
Boston, 2210, MA,
United States
1 617-951-5000
Banking and Financial Services
Wellington Management Technographics
Wellington Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Wellington Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 800 Wellington 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 Wellington Management has purchased the following applications: Workday Financial Management for ERP Financial in 2017, Workday Absence Management for Absence and Leave Management in 2017, Cisco Webex Meetings for Audio Video and Web Conferencing in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Wellington Management is running and its propensity to invest more and deepen its relationship with Workday , Cisco Systems , Adobe Systems 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 Wellington Management revenues, which have grown to $253.0 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 Wellington 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.
Wellington Management Tech Stack and Enterprise Applications
Wellington Management ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Financial Management | ERP Financial | ERP | n/a | 2017 | 2018 |
In 2017, Wellington Management implemented Workday Financial Management. The deployment used Workday Financial Management as an ERP Financial solution to centralize financial accounting, Procure to Pay, accounts payable, general ledger processes, and enterprise financial reporting for the firm’s finance organization.
Configuration emphasized core financial modules and reporting capabilities, including Workday Procure to Pay functionality, Financial Accounting modules, and integration points for Adaptive Planning and reporting feeds. Workday Financial Management was configured to support transactional processing and period close workflows, with role-based security and financial reporting structures aligned to the firm’s chart of accounts and accounting policies.
Integrations were executed through the firm’s Workday Integrations framework, linking Workday Financial Management to Workday HCM and Workday Adaptive Planning for payroll cost allocations, workforce-related financial dimensions, and planning data synchronization. The implementation covered procurement, accounts payable, general ledger, and financial reporting domains within Wellington Management, using built in integration adapters and custom integration patterns where required by data mapping and reconciliation needs.
Governance and operational ownership were formalized within the finance organization, with Senior Financial System Analyst resources certified in Workday Financials providing ongoing configuration, Procure to Pay process stewardship, integration oversight, and reporting maintenance. Change control and release coordination were managed through finance centered governance forums and system analyst led configuration review cycles to maintain alignment between accounting processes and the Workday Financial Management implementation.
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Expense Management | ERP |
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2017 | 2018 |
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Wellington Management HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Oracle PeopleSoft Absence Management | Workday Absence Management | Absence and Leave Management | HCM | n/a | 2017 | 2018 |
In 2017 Wellington Management implemented Workday Absence Management as part of a broader Workday HCM deployment. The company replaced Oracle PeopleSoft Absence Management and brought absence and related human capital functions into the Workday HCM environment, enabling HCM, Compensation, Absence Management, Time Tracking, Payroll, Benefits and over 60 integrations documented during the program.
Workday Absence Management was configured to manage absence plans, accruals, eligibility rules and approval workflows consistent with Absence and Leave Management practices. The implementation was integrated with Time Tracking to align time-off records, with Payroll to ensure pay-impact flows, and with Benefits and Compensation modules to support cross-functional HR processes, reflecting the stated suite of enabled features and integration footprint.
Governance and operational ownership were centralized under the firm’s HR Technology Lead, who led configuration, rollout sequencing and cross-department coordination. Operational scope covered HR administration, payroll operations and compensation teams, with Workday Absence Management positioned as the single system for administering leave policies and orchestrating downstream payroll and benefits actions.
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Benefits Administration | HCM |
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2017 | 2018 |
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Compensation Management | HCM |
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2017 | 2018 |
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Core HR | HCM |
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2017 | 2018 |
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Payroll | HCM |
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2017 | 2018 |
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Performance and Goal Management | HCM |
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2017 | 2018 |
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Recruiting, Applicant Tracking System | HCM |
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2014 | 2014 |
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Time and Attendance | HCM |
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2017 | 2018 |
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Wellington Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, Wellington Management implemented Cisco Webex Meetings as its primary conferencing platform. The Cisco Webex Meetings deployment targeted Audio Video and Web Conferencing needs across administrative, investor relations, and investment teams, providing a standardized environment for scheduled and ad hoc virtual meetings within an organization of roughly 800 employees.
The implementation emphasized core meeting functions common to Audio Video and Web Conferencing solutions, including meeting scheduling and orchestration, host controls and participant management, meeting recording and capture of presentation artifacts, and transcription of presentations as used by administrative staff. Cisco Webex Meetings was used to coordinate multi‑time zone calendars, manage external participant access for client interactions, and support screen sharing and meeting moderation workflows that align with investment and trading meeting requirements.
Operational rollout centered on administrative and executive assistant teams, with on‑the‑job training for newly hired administrative assistants and standard operating procedures for booking, recording, and transcribing meetings. The solution was embedded into daily workflows for teams based in Boston and for staff managing global schedules, supporting five investor teams representing 22 individuals and administrative support for teams of investment professionals who managed calendars for groups of 16 individuals. Governance focused on meeting setup standards, access controls for sensitive sessions, and administrative training to ensure consistent use of Cisco Webex Meetings within Wellington Management.
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Wellington Management Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Contract Lifecycle Management | Content Management |
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2016 | 2016 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Wellington Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2016 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2011 | 2011 |
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Wellington Management EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2017 | 2018 |
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Wellington Management ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2019 | 2019 |
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Wellington Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transfer Agency | Investment Management |
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2023 | 2023 |
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Wellington Management Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procure to Pay | Procurement |
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2017 | 2018 |
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Procurement | Procurement |
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2016 | 2016 |
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Wellington Management 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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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Risk Management | TRM |
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2000 | 2000 |
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Risk Management | TRM |
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2008 | 2008 |
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Treasury Management | TRM |
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2020 | 2020 |
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Treasury Management | TRM |
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2020 | 2020 |
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Wellington Management PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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Wellington Management 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Digital Workspace | IaaS |
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2018 | 2018 |
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Wellington Management 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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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Wellington Management
| First Name | Last Name | Title | Function | Department | Phone | |
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Managing Director, Portfolio Administration | CXO | Investment | |
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Managing Director & Director, Global Talent Acquisition | Director | HR | |
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Vice President, Talent Acquisition Manager | VP | HR | |
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Associate Director, Talent Acquisition Enablement | Director | HR | |
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Legal and Enterprise Risk Manager | Manager | Legal | |
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Technology Sector Lead, Growth Lending | Manager | Operations | |
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Investment Research Business Management | Non Manager | Operations | |
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Senior Managing Director, Global Industry Analyst | CXO | Operations | |
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Chief Financial Officer | CXO | Finance | |
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Vice President Information Technology | VP | IT | |
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Vice President and Principal, Information Technology | VP | IT | |
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Apps Being Evaluated by Wellington Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wellington Management IT executives and key decision makers. This section highlights Wellington Management's latest recorded technology evaluations, including BlackRock Aladdin for Portfolio and Investment Management on 2026-03-12, Atlassian JIRA for Project Portfolio Management on 2025-11-20, and Kore.ai for Chatbots and Conversational AI on 2025-10-30. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wellington Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-03-12 | Wellington Management | Evaluated | BlackRock | BlackRock Aladdin | Portfolio and Investment Management | Investment Management |
| 2025-11-20 | Wellington Management | Evaluated | Atlassian | Atlassian JIRA | Project Portfolio Management | PPM |
| 2025-10-30 | Wellington Management | Evaluated | SAP Fioneer | SAP Fioneer Core Banking | Core Banking | ERP Services and Operations |
| 2025-10-30 | Wellington Management | Evaluated |
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Chatbots and Conversational AI | AI-Powered Application |
| 2025-10-29 | Wellington Management | Evaluated |
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Core Banking | ERP Services and Operations |
| 2025-07-14 | Wellington Management | Evaluated |
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Core Banking | ERP Services and Operations |
| 2024-12-30 | Wellington Management | Evaluated |
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Product Lifecycle Management | PLM and Engineering |
| 2024-09-06 | Wellington Management | Evaluated |
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Payment Processing | ERP |
FAQ - APPS RUN THE WORLD Wellington Management Technographics
Wellington Management is a Banking and Financial Services organization based in United States,
with around 800 employees and annual revenues of $253.0 million.
Wellington Management operates a diverse technology stack with applications such as
Workday Financial Management, Workday Absence Management and Cisco Webex Meetings,
covering areas like ERP Financial, Absence and Leave Management and Audio Video and Web Conferencing.
Wellington Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Workday and Cisco Systems.
Wellington Management recently adopted applications including
IFDS iFast in 2023, DocuSign eSignature in 2021 and OneTrust Cookie Consent in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Wellington Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Wellington Management’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 Wellington Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.