Phoenix, 85028-6034, AZ,
United States
Active Money Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Active Money 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 Active Money 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 Active Money Management has purchased the following applications: Stonefield Query for Analytics and BI in 2005, Microsoft 365 for Collaboration in 2018, 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 Active Money Management is running and its propensity to invest more and deepen its relationship with Stonefield Software , Microsoft , 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 Active Money Management 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 Active Money 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.
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Stonefield Software | Legacy | Stonefield Query | Analytics and BI | Analytics and BI | Power-Time | 2005 | 2005 |
In 2005, Active Money Management implemented Stonefield Query for ACT! to provide enhanced CRM and contact management reporting, deploying a solution in the Analytics and BI category. The deployment began in October 2005 in Phoenix, Arizona and targeted the firm’s client and project tracking workflows.
Stonefield Query was configured to deliver reports by client, project, business unit, product and priority, leveraging query and report design capabilities to extract and organize ACT! CRM data. Power-Time served as the implementation partner and executed a small firm deployment architecture tailored to a firm with 10 employees, integrating Stonefield Query directly with ACT! contact and project records. The configuration emphasized standardized report templates for client and project views and routine report generation for operational use.
The project covered firmwide CRM and project tracking processes and established reporting workflows used by the firm’s client management and finance functions. The implementation improved financial and project reporting efficiency for the firm’s client and project tracking processes. Governance and rollout were coordinated in October 2005 through Power-Time, with standardized report provisioning across the Phoenix site.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
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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, Active Money Management implemented eMoney Advisor on its website. The deployment uses eMoney Advisor as the firm's Portfolio and Investment Performance and Planning,Asset and Wealth Management application to deliver client-facing planning and advisory tools for a ten person insurance firm operating in the United States.
The implementation was configured around core eMoney Advisor capabilities aligned to the application category, including interactive financial planning, portfolio performance reporting, client portal access, and account aggregation for consolidated wealth views. Configuration focused on small firm workflows, tailoring client-facing plan visualizations and recurring plan update processes to advisor and client interactions rather than broad enterprise automation.
Operational coverage centers on advisory and client servicing functions delivered through the corporate website, with client access provisioned to eMoney Advisor hosted services. Governance and process ownership were organized within the advisory team to manage client onboarding, plan updates, and portal administration, and rollout prioritized web embedding and client portal availability as the primary delivery model.
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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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2018 | 2018 |
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