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Washington Trust Wealth Management
Location
23 Broad Street,
Westerly, 2891, RI,
United States
Website
https://www.washtrustwealth.com/
Phone
1 401-348-1200
Artw industry
Banking and Financial Services
Employee
Revenue

Washington Trust Wealth Management Technographics

Washington Trust Wealth Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Washington Trust Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 680 Washington Trust Wealth 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 Washington Trust Wealth Management has purchased the following applications: Getty Images for Content Management in 2021, Oracle BlueKai for Data Management Platform in 2016, Envestnet Tamarac Reporting for Portfolio and Investment Performance and Planning 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 Washington Trust Wealth Management is running and its propensity to invest more and deepen its relationship with Getty Images , DocuSign , DotNetNuke 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 Washington Trust Wealth Management revenues, which have grown to $102.0 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 Washington Trust Wealth 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.

Washington Trust Wealth Management Data, Technology Stack, and Enterprise Applications
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Getty Images Legacy Getty Images Content Management Content Management n/a 2021 2021
Digital Signing Content Management 2021 2021
Web Content Management Content Management 2015 2015
Web Content Management Content Management 2015 2015
Web Content Management Content Management 2021 2021
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle BlueKai Data Management Platform CRM n/a 2016 2016
Data Management Platform CRM 2017 2017
Data Management Platform CRM 2017 2017
Digital Advertising Platform CRM 2015 2015
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2017 2017
Marketing Analytics CRM 2018 2018
Marketing Analytics CRM 2019 2019
Marketing Analytics CRM 2022 2022
Tag Management CRM 2017 2017
Tag Management CRM 2022 2022
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Envestnet Legacy Envestnet Tamarac Reporting Portfolio and Investment Performance and Planning Investment Management n/a 2017 2017
In 2017 Washington Trust Wealth Management implemented Envestnet Tamarac Reporting to centralize portfolio reporting and advisory workflows, deploying the Envestnet Tamarac Reporting application within its Portfolio and Investment Performance and Planning environment. The engagement focused on consolidating reporting across the firm’s advisory practice in the United States, aligning portfolio-level performance output with trading and client-facing statement generation. The implementation emphasized core reporting and workflow capabilities typical of the Portfolio and Investment Performance and Planning category, including consolidated portfolio performance reporting, automated report generation for client statements, and orchestration of trading and CRM workflows. Envestnet Tamarac Reporting was configured to produce standardized client deliverables and to operationalize repeatable reporting processes, improving consistency of performance presentation across accounts. Operational coverage included advisory teams and back-office functions in the United States, where the system centralized reporting production and trading workflow coordination within the firm’s advisory practice. The deployment connected reporting outputs to client relationship workflows to streamline advisor-facing information and support unified client reporting cadence, without naming specific upstream trading or CRM systems. Governance changes focused on centralizing report templates and scheduling, introducing structured report production ownership and workflow handoffs between advisory and back-office teams. The implementation is shown to have improved client reporting and back-office efficiency as part of the firm’s use of Envestnet Tamarac Reporting.
Trade Order Management System (TOMS) Investment Management 2015 2015
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
Cloud Storage IaaS 2025 2025
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2025 2025
Content Delivery Network IaaS 2025 2025
Domain Name System (DNS) IaaS 2015 2015
Domain Name System (DNS) IaaS 2015 2015
Domain Name System (DNS) IaaS 2025 2025
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2019 2019
Secure Email Gateways (SEGs) CyberSecurity 2020 2020
Secure Sockets Layer (SSL) CyberSecurity 2016 2016
Secure Sockets Layer (SSL) CyberSecurity 2025 2025
IT Decision Makers and Key Stakeholders at Washington Trust Wealth Management
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Washington Trust Wealth Management Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Washington Trust Wealth Management Technographics

Washington Trust Wealth Management is a Banking and Financial Services organization based in United States, with around 680 employees and annual revenues of $102.0 million.

Washington Trust Wealth Management operates a diverse technology stack with applications such as Getty Images, Oracle BlueKai and Envestnet Tamarac Reporting, covering areas like Content Management, Data Management Platform and Portfolio and Investment Performance and Planning.

Washington Trust Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Getty Images, Oracle and Envestnet.

Washington Trust Wealth Management recently adopted applications including Microsoft Azure Blob Storage in 2025, Microsoft Azure Front Door in 2025 and Microsoft Azure CDN in 2025, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Washington Trust Wealth Management’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Washington Trust Wealth 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 Washington Trust Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.