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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: 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 Envestnet 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
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Envestnet Legacy Envestnet Tamarac Reporting Portfolio and Investment Performance and Planning Investment Management n/a 2017 2017
Trade Order Management System (TOMS) Investment Management 2015 2015
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 Envestnet Tamarac Reporting, covering areas like 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 Envestnet.

Washington Trust Wealth Management recently adopted applications including Envestnet Tamarac Reporting in 2017 and Envestnet Tamarac Trading in 2015, 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.