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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

A.O. Wealth Advisory
Location
2570 106th St Ste A,
Urbandale, 50322-3742, IA,
United States
Website
https://www.aowealthadvisory.com/
Phone
1 515-224-7849
Artw industry
Banking and Financial Services
Employee
Revenue

A.O. Wealth Advisory Technographics

A.O. Wealth Advisory Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by A.O. Wealth Advisory and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5 A.O. Wealth Advisory employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that A.O. Wealth Advisory has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2013, FullStory for Customer Experience in 2022, eMoney Advisor for Portfolio and Investment Performance and Planning, Asset and Wealth Management in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems A.O. Wealth Advisory is running and its propensity to invest more and deepen its relationship with Google , FullStory , eMoney Advisor 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 A.O. Wealth Advisory revenues, which have grown to $1.0 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 A.O. Wealth Advisory 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.

A.O. Wealth Advisory Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2013 2013
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
FullStory Legacy FullStory Customer Experience CRM n/a 2022 2022
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eMoney Advisor Legacy eMoney Advisor Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management n/a 2022 2022
In 2022, A.O. Wealth Advisory implemented eMoney Advisor for Portfolio and Investment Performance and Planning,Asset and Wealth Management. The five person United States advisory is using eMoney Advisor on their website to provide a client facing planning portal and advisor workspace. This implementation places eMoney Advisor at the center of the firm's financial planning and investment management functions. Configuration emphasizes financial planning modules, portfolio performance reporting, scenario modeling, and account aggregation to deliver consolidated client views and planning driven advice. Operational coverage is scoped to advisory and client service workflows, with governance configured for client consent, secure client access, and structured onboarding and review processes inside the eMoney Advisor environment. A.O. Wealth Advisory eMoney Advisor Portfolio and Investment Performance and Planning,Asset and Wealth Management therefore links the application, the advisory firm, and core business functions for ongoing client engagement.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
IT Decision Makers and Key Stakeholders at A.O. Wealth Advisory
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by A.O. Wealth Advisory Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD A.O. Wealth Advisory Technographics

A.O. Wealth Advisory is a Banking and Financial Services organization based in United States, with around 5 employees and annual revenues of $1.0 million.

A.O. Wealth Advisory operates a diverse technology stack with applications such as Google Workspace (Formerly Google G-Suite), FullStory and eMoney Advisor, covering areas like Collaboration, Customer Experience and Portfolio and Investment Performance and Planning, Asset and Wealth Management.

A.O. Wealth Advisory has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google, FullStory and eMoney Advisor.

A.O. Wealth Advisory recently adopted applications including FullStory in 2022, eMoney Advisor in 2022 and Google Workspace (Formerly Google G-Suite) in 2013, highlighting its ongoing modernization strategy.

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

Our research team continuously updates A.O. Wealth Advisory’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 A.O. Wealth Advisory technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.