Cape Town, 7700,
South Africa
Adept Advisory Technographics
Adept Advisory Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Adept Advisory and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Adept Advisory employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Adept Advisory has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2015, Google Tag Manager for Tag Management in 2018, ION Wallstreet Suite for Treasury Management in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Adept Advisory is running and its propensity to invest more and deepen its relationship with Google , ION Investment Group , Microsoft 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 Adept Advisory revenues, which have grown to $35.0 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 Adept Advisory 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.
Adept Advisory Tech Stack and Enterprise Applications
Adept Advisory Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2015 | 2015 |
|
Adept Advisory CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Tag Manager | Tag Management | CRM | n/a | 2018 | 2018 |
|
Adept Advisory TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ION Investment Group | Legacy | ION Wallstreet Suite | Treasury Management | TRM | n/a | 2018 | 2018 |
In 2018, Adept Advisory implemented ION Wallstreet Suite as its core Treasury Management application to centralize corporate treasury and market-facing cash operations. The deployment of ION Wallstreet Suite targeted the firmwide treasury and finance function at Adept Advisory, with explicit alignment to treasury workflows, cash visibility, and position keeping for the organization based in South Africa.
The ION Wallstreet Suite implementation configured standard Treasury Management modules including cash and liquidity management, position keeping, front-office deal capture for interest rate and FX instruments, cash forecasting, and risk monitoring. Configuration work focused on workflow orchestration, role based access for treasury and finance users, and instrument and counterparty master data to support consistent dealing and accounting postings.
Operational coverage emphasized finance and treasury teams, integrating treasury operational processes into existing financial close and reporting cycles, and supporting trading desk style workflows consistent with a professional services firm managing market exposures. Governance changes included formalized treasury controls, segregation of duties across dealing and reconciliation, and documented operational procedures to standardize cash handling and position reconciliation.
The implementation narrative centers on Adept Advisory using ION Wallstreet Suite for Treasury Management to operationalize treasury workflows, strengthen governance, and embed treasury functional capabilities within the finance organization.
|
Adept Advisory IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2015 | 2015 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
|
IT Decision Makers and Key Stakeholders at Adept Advisory
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Adept Advisory Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||