Los Angeles, 90067, CA,
United States
AdvicePeriod Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by AdvicePeriod and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 AdvicePeriod employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that AdvicePeriod has purchased the following applications: Culture Amp for Employee Experience in 2015, Zoom for Audio Video and Web Conferencing in 2019, Twilio Segment for Customer Data Platform in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems AdvicePeriod is running and its propensity to invest more and deepen its relationship with Culture Amp , Zoom Video Communications , Google 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 AdvicePeriod revenues, which have grown to $20.0 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 AdvicePeriod 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.
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Culture Amp | Legacy | Culture Amp | Employee Experience | HCM | n/a | 2015 | 2015 |
In 2015, AdvicePeriod implemented Culture Amp on its public site, exposing the platform via the subdomain adviceperiod.cultureamp.com for employee access. Culture Amp is deployed as an Employee Experience application to support HR and people operations at the 150-employee banking and financial services firm.
The deployment uses Culture Amp's cloud-hosted platform and is surfaced through a branded subdomain, enabling centralized survey distribution and employee access without on-premise infrastructure. Functional capabilities in use align with Employee Experience workflows, including employee engagement surveys, continuous feedback, performance review workflows and people analytics for reporting and insight.
Operational ownership is within HR and people operations, with managers and employees as primary users across AdvicePeriod's US operations. Governance is centered on HR administration for permissions, survey cadence and reporting access, with the Culture Amp instance provisioned to support employee lifecycle touchpoints and ongoing feedback programs.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2019 | 2019 |
In 2019, AdvicePeriod implemented Zoom as its Audio Video and Web Conferencing application. The deployment exposes Zoom directly on the company website to enable client-facing video consultations and remote advisor meetings, positioning Zoom as the primary web conferencing channel for client engagement.
Zoom is used to deliver core conferencing capabilities including video meetings, screen sharing, and meeting orchestration embedded in website access flows, aligning the application to client advisory and internal collaboration functions. The implementation covers client-facing advisory teams and internal collaboration across AdvicePeriod's approximately 150 employees, and it is organized around web-embedded meeting access and advisor workflow touchpoints to support scheduling and live remote consultations.
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Online Meeting Scheduling | Collaboration |
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2016 | 2016 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Segment | Customer Data Platform | CRM | n/a | 2020 | 2020 |
In 2020 AdvicePeriod deployed Twilio Segment as a Customer Data Platform on its public website to centralize website event collection and customer identity signals for the banking and financial services firm. The implementation is scoped to web instrumentation on adviceperiod.com, aligning with the companys customer data management needs and supporting analytics and marketing use cases across the 150 employee organization.
Twilio Segment was configured to capture client side event tracking and to assemble unified customer profiles through identity stitching and attribute enrichment workflows common to a Customer Data Platform. The deployment leverages Segment s data collection and audience construction capabilities to normalize page and event schemas, enable segmentation, and persist profile attributes for downstream consumption.
AdvicePeriod Twilio Segment Customer Data Platform supports customer data management and digital analytics functions for marketing, product, and analytics teams, with governance controls introduced for consent capture and data privacy relevant to financial services. Collected website events are routed through the platform for distribution to downstream endpoints and internal analytics, establishing a central data layer for cross functional use without naming specific integrations.
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2015 | 2015 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Asset and Wealth Management | Investment Management |
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2015 | 2015 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2022 | 2022 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2021 | 2021 |
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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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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