Urbandale, 50322-3742, IA,
United States
A.O. Wealth Advisory Technographics
A.O. Wealth Advisory Technographics, Software Purchases, AI 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 Tech Stack and Enterprise Applications
A.O. Wealth Advisory Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2013 | 2013 |
In 2013, A.O. Wealth Advisory deployed Google Workspace (Formerly Google G-Suite) in a Collaboration capacity. The five employee United States based wealth advisory uses Google Workspace (Formerly Google G-Suite) on their website and as the primary platform for client communication, email routing, calendaring, and document collaboration, covering core front office advisory and administrative functions.
The implementation leverages core Google Workspace capabilities including Gmail, Google Drive, Google Docs, Google Calendar, Google Meet, and the Admin Console to manage user accounts, domain provisioning, and baseline security controls. Configuration is centralized under an administrator account with user provisioning for five employee accounts and standard collaboration workflows for shared document libraries and calendar scheduling, consistent with typical Collaboration category deployments.
|
A.O. Wealth Advisory CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FullStory | Legacy | FullStory | Customer Experience | CRM | n/a | 2022 | 2022 |
In 2022, A.O. Wealth Advisory deployed FullStory on its public website. FullStory is implemented as a Customer Experience solution to capture session replay, event level interaction data, and page analytics for the firm’s digital touchpoints.
Deployment uses client side instrumentation with the FullStory JavaScript snippet embedded across the corporate site, enabling DOM capture, click and input tracking, and event funnel analysis consistent with Customer Experience platforms. The implementation is scoped to the website and is positioned to support marketing, client onboarding and support workflows, with governance focused on instrumentation controls and role based access for session inspection and analysis.
|
A.O. Wealth Advisory 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.
|
A.O. Wealth Advisory 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 | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by A.O. Wealth Advisory Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||