AAG Wealth Management
117 Piccadilly, Mayfair,
London, W1J 7JU,
United Kingdom
London, W1J 7JU,
United Kingdom
44 AÂ 207 016 6767AÂ
Banking and Financial Services
AAG Wealth Management Technographics
AAG Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by AAG 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 50 AAG 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 AAG Wealth Management has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2010, Microsoft 365 for Collaboration in 2019, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems AAG Wealth Management is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Docusign 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 AAG Wealth Management revenues, which have grown to $5.0 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 AAG 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.
AAG Wealth Management Tech Stack and Enterprise Applications
AAG Wealth Management ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, AAG Wealth Management implemented Oracle NetSuite ERP to consolidate its ERP Financial capabilities and centralize core finance and accounting functions. The cloud delivered Oracle NetSuite ERP instance provided a single chart of accounts and role based access to support corporate finance, management reporting, and treasury operations across the UK advisory firm.
The implementation focused on core financial modules including general ledger, accounts payable, accounts receivable, fixed asset management, cash management, and financial reporting, with configuration to reflect advisory fee billing and client accounting workflows typical of wealth management practices. Configuration work included automated journal processing, period close checklists, and workflow controls for invoice to payment and client billing approvals. Reports and a standardized chart of accounts were instrumented to support statutory reporting and internal management dashboards.
Rollout was scoped to the finance and accounting teams and involved process redesign around centralized transaction processing, reconciliation workflows, and audit trail governance to meet regulatory and compliance expectations. Training and governance emphasized segregation of duties, role based permissions, and change control for financial configuration to limit operational risk. The deployment established Oracle NetSuite ERP as the system of record for accounting and financial control within AAG Wealth Management.
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AAG Wealth Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019 AAG Wealth Management deployed Microsoft 365 as its Collaboration platform. The company’s public website indicates active Microsoft 365 usage, signaling a cloud-first collaboration posture for the 50 person UK wealth firm.
The Microsoft 365 implementation centers on core collaboration capabilities, using Microsoft 365 for hosted email and calendaring, document libraries and versioning, and real-time team communication and meetings. Operational coverage spans client advisory, compliance, and back-office functions, with configuration emphasis on centralized document management, group collaboration sites, and authenticated access controls. Governance activity aligns with typical wealth management requirements, focusing on role-based permissions, retention policies, and audit logging to support client data handling and regulatory compliance.
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AAG Wealth Management Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, AAG Wealth Management deployed DocuSign eSignature as a Digital Signing solution on its public website to capture customer signatures for client agreements and advisory onboarding. AAG Wealth Management is a UK wealth management firm with approximately 50 employees, and the implementation centers on web‑embedded signature capture for client facing workflows.
The deployment uses DocuSign eSignature core capabilities including embedded signing flows, reusable envelope templates, signer authentication and the platform audit trail to maintain signed records. Configuration work focused on template design for recurring advisory documents, consent capture during online submission, and setting envelope retention policies within the DocuSign eSignature account.
Operational coverage is primarily customer facing and impacts front office advisory teams and client services, with signed documents stored and accessible within the DocuSign environment for downstream processing. The implementation exposes signing workflows from web forms to DocuSign eSignature envelopes, enabling secure electronic execution and traceable signature events for customer agreements.
Governance was applied at the account level through administrative controls, template access restrictions and signer authentication options to align signing practices with regulatory and compliance needs. Rollout information indicates a website first approach with internal staff trained on envelope creation and template maintenance to sustain ongoing Digital Signing operations.
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AAG Wealth Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2019 | 2019 |
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AAG Wealth Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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AAG Wealth Management CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at AAG Wealth Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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CEO | CXO | Finance | |
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Marketing Manager | Manager | Marketing | |
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Business Relationship Manager | Manager | Operations | |
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Apps Being Evaluated by AAG Wealth Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from AAG Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the AAG Wealth Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD AAG Wealth Management Technographics
AAG Wealth Management is a Banking and Financial Services organization based in United Kingdom,
with around 50 employees and annual revenues of $5.0 million.
AAG Wealth Management operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Microsoft 365 and DocuSign eSignature,
covering areas like ERP Financial, Collaboration and Digital Signing.
AAG Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Microsoft and Docusign.
AAG Wealth Management recently adopted applications including
DocuSign eSignature in 2021, Microsoft 365 in 2019 and ClickDimensions Marketing Automation in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of AAG Wealth Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates AAG 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 AAG Wealth Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.