Louisville, 40207, KY,
United States
Access Wealth Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Access 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 27 Access 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 Access Wealth Management has purchased the following applications: Orion Redtail CRM for CRM in 2021, SS&C Advent Black Diamond for Asset and Wealth Management in 2022, GoDaddy for Application Hosting and Computing Services in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Access Wealth Management is running and its propensity to invest more and deepen its relationship with Orion Advisor Solutions , SS&C Technologies , GoDaddy 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 Access Wealth Management revenues, which have grown to $3.0 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 Access 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.
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Orion Advisor Solutions | Legacy | Orion Redtail CRM | CRM | CRM | n/a | 2021 | 2021 |
In 2021 Access Wealth Management implemented Orion Redtail CRM as its CRM to centralize client relationship management for its advisory practice. The deployment used a cloud delivered instance of Orion Redtail CRM surfaced on the firm's public website, enabling web based client intake and routing of inquiries into internal contact records. Configuration prioritized contact and household record structures, activity and task tracking, scheduling workflows, and document linking consistent with CRM functional patterns. Implementation scope covered advisory and client service functions across the 27 person firm, aligning advisor assignments to client lifecycle stages.
Operational governance included role based access controls, standardized data fields, and routine data hygiene processes to maintain record quality within the system. Automation focused on task orchestration and reminder workflows to support advisor touchpoints and client service triage. The firm is using Redtail CRM on their website to capture leads and funnel inquiries into configured queues and advisor workflows, keeping the full application name Orion Redtail CRM present in internal documentation and user training. This configuration enables Access Wealth Management to run CRM driven advisory operations inside Orion Redtail CRM across contact management, scheduling, and activity tracking.
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Advent Black Diamond | Asset and Wealth Management | Investment Management | n/a | 2022 | 2022 |
In 2022, Access Wealth Management deployed SS&C Advent Black Diamond on its website. Access Wealth Management deployed SS&C Advent Black Diamond for Asset and Wealth Management to support portfolio accounting, client reporting, and client access to account dashboards, aligning the application with the firm’s advisory and operations business functions.
The implementation centers on embedding SS&C Advent Black Diamond’s client portal and reporting capabilities into the firm web presence to surface statements, performance views, and consolidated portfolio information to clients. Deployment reflects a small-firm, hosted delivery pattern common to Asset and Wealth Management platforms, with configuration focused on reporting schedules, advisor access controls, and operational workflows for advisory and back office teams.
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy | Application Hosting and Computing Services | IaaS | n/a | 2013 | 2013 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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