AI Buyer Insights:

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Michelin, an e2open customer evaluated Oracle Transportation Management

Adapt Wealth Management
Location
2/91 Station St, Malvern,
Melbourne, 3144, VIC,
Australia
Website
https://www.adaptwealth.com.au/
Phone
61 3 9211-0175
Artw industry
Banking and Financial Services
Employee
Revenue

Adapt Wealth Management Technographics

Adapt Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Adapt 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 Adapt 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 Adapt Wealth Management has purchased the following applications: Microsoft 365 for Collaboration in 2015, Google Tag Manager for Tag Management in 2017, SS&C Pacer for Portfolio and Investment Management in 2014 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Adapt Wealth Management is running and its propensity to invest more and deepen its relationship with Microsoft , Google , SS&C Technologies 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 Adapt Wealth 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 Adapt 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.

Adapt Wealth Management Tech Stack and Enterprise Applications

Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Tag Manager Tag Management CRM n/a 2017 2017
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Technologies Legacy SS&C Pacer Portfolio and Investment Management Investment Management n/a 2014 2014
In 2014, Adapt Wealth Management implemented SS&C Pacer as its Portfolio and Investment Management platform. SS&C Pacer is deployed as a web hosted client portal accessible from the firm’s website at https://awmportal.portfoliomanager.net, providing client login and portfolio viewing directly on the public site. This establishes the relationship Adapt Wealth Management SS&C Pacer Portfolio and Investment Management for client reporting and portfolio administration. Functional implementation centers on client facing portfolio reporting, account level performance views, and advisor administration workflows that align with Portfolio and Investment Management capabilities. The configuration and operational scope are proportionate to a 10 employee advisory firm, with advisory staff responsible for administration and client provisioning through the portal. Governance emphasis is on centralized administration, role based access for advisors and clients, and maintaining the web hosted portal as the primary operational surface.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Adapt Wealth Management

First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts

Apps Being Evaluated by Adapt Wealth Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Adapt Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Adapt Wealth Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Adapt Wealth Management Technographics
Adapt Wealth Management is a Banking and Financial Services organization based in Australia, with around 10 employees and annual revenues of $1.0 million.
Adapt Wealth Management operates a diverse technology stack with applications such as Microsoft 365, Google Tag Manager and SS&C Pacer, covering areas like Collaboration, Tag Management and Portfolio and Investment Management.
Adapt Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Google and SS&C Technologies.
Adapt Wealth Management recently adopted applications including Newfold Digital Hostopia Australia in 2021, Digital Pacific Hosting in 2020 and Google Tag Manager in 2017, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Adapt Wealth Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Adapt 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 Adapt Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.