AI Buyer Insights:

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

7Twelve
Location
1320 East Hobble Creek Drive,
Springville, 84663, UT,
United States
Website
https://www.7twelveportfolio.com/
Phone
1 801-489-4711
Artw industry
Banking and Financial Services
Employee
Revenue

7Twelve Technographics

7Twelve Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by 7Twelve and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 160 7Twelve employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that 7Twelve has purchased the following applications: Investment Account Manager for Portfolio and Investment Management in 2019 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems 7Twelve is running and its propensity to invest more and deepen its relationship with Investment Account Manager 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 7Twelve revenues, which have grown to $40.0 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 7Twelve 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.

7Twelve Data, Technology Stack, and Enterprise Applications
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Investment Account Manager Legacy Investment Account Manager Portfolio and Investment Management Investment Management n/a 2019 2019
In 2019, 7Twelve was integrated into Investment Account Manager, embedding the 7Twelve portfolio model within the vendor's Portfolio and Investment Management capabilities in the United States. Investment Account Manager documents the inclusion on its partners listing, indicating the 7Twelve model is available as a benchmarking and allocation template inside the application. The integration targets advisory and portfolio construction workflows used by registered investment advisors and wealth management teams. Functional implementation centers on portfolio modeling, benchmarking, and allocation templates, with inferred use of allocation and rebalancing workflows exposed through Investment Account Manager. The configuration likely includes model libraries and template provisioning so advisors can apply the 7Twelve allocation across client accounts and run periodic rebalancing. These capabilities align with Portfolio and Investment Management terminology such as portfolio composition, benchmark comparison, and automated rebalancing. Operational coverage is described for the United States, and the presence on IAM product pages and the partners listing provides the traceable signal of integration. Governance appears to be centered on deploying the 7Twelve model as a managed template within Investment Account Manager, enabling standardized benchmarking and allocation across advisory practices. The recorded year is an estimated go-live and is presented as 2019.
IT Decision Makers and Key Stakeholders at 7Twelve
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by 7Twelve Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD 7Twelve Technographics

7Twelve is a Banking and Financial Services organization based in United States, with around 160 employees and annual revenues of $40.0 million.

7Twelve operates a diverse technology stack with applications such as Investment Account Manager, covering areas like Portfolio and Investment Management.

7Twelve has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Investment Account Manager.

7Twelve recently adopted applications including Investment Account Manager in 2019, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of 7Twelve’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates 7Twelve’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 7Twelve technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.