Bentonville, 72712, AR,
United States
Abery Hudson Wealth Management Technographics
Abery Hudson Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Abery Hudson 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 10 Abery Hudson 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 Abery Hudson Wealth Management has purchased the following applications: Mixpanel for Marketing Analytics in 2020, eMoney Advisor for Portfolio and Investment Performance and Planning, Asset and Wealth Management in 2012, Weebly Hosting for Application Hosting and Computing Services in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Abery Hudson Wealth Management is running and its propensity to invest more and deepen its relationship with Mixpanel , eMoney Advisor , Weebly 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 Abery Hudson Wealth Management revenues, which have grown to $2.0 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 Abery Hudson 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.
Abery Hudson Wealth Management Tech Stack and Enterprise Applications
Abery Hudson Wealth Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Mixpanel | Legacy | Mixpanel | Marketing Analytics | CRM | n/a | 2020 | 2020 |
|
Abery Hudson Wealth Management 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 | 2012 | 2012 |
In 2012, Abery Hudson Wealth Management implemented eMoney Advisor for Portfolio and Investment Performance and Planning,Asset and Wealth Management. The eMoney Advisor deployment is exposed on the firm’s public website to provide client portal access and online plan sharing for client-facing wealth planning.
The implementation emphasizes client portal and financial planning capabilities, leveraging eMoney Advisor functionality for scenario-based planning, account aggregation and portfolio performance reporting consistent with the Portfolio and Investment Performance and Planning,Asset and Wealth Management category. For a 10-person professional services firm the configuration emphasizes advisor-client engagement workflows, secure client login, and document exchange rather than enterprise orchestration.
Operational scope is centered on core wealth management and financial planning business functions for the United States based firm, supporting advisor-led reviews and ongoing client plan maintenance. Governance is implemented through firm-level administration of client access and portal permissions, with the eMoney Advisor application instrumented on the public website to streamline client interactions and plan delivery.
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Abery Hudson Wealth Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Weebly | Legacy | Weebly Hosting | Application Hosting and Computing Services | IaaS | n/a | 2016 | 2016 |
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Abery Hudson Wealth Management CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Abery Hudson Wealth Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Abery Hudson Wealth Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||