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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

Advisant Financial
Location
1110 W Lake Cook Road Ste 240,
Buffalo Grove, 60089, IL,
United States
Website
https://www.advisantfinancial.com/
Phone
1 847-947-8924
Artw industry
Banking and Financial Services
Employee
Revenue

Advisant Financial Technographics

Advisant Financial Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Advisant Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Advisant Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Advisant Financial has purchased the following applications: Amazon EC2 for Application Hosting and Computing Services in 2021, Google Workspace (Formerly Google G-Suite) for Collaboration in 2016, TaxDome ERP for ERP Financial in 2021 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Advisant Financial is running and its propensity to invest more and deepen its relationship with Amazon Web Services (AWS) , GoDaddy , 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 Advisant Financial 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 Advisant Financial 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.

Advisant Financial Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Amazon Web Services (AWS) Legacy Amazon EC2 Application Hosting and Computing Services IaaS n/a 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2019 2019
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2016 2016
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
TAXDOME Legacy TaxDome ERP ERP Financial ERP Financial Management n/a 2021 2021 In 2021, Advisant Financial implemented TaxDome ERP. The deployment is visible on the company website, indicating a cloud-hosted TaxDome ERP instance aligned with the ERP Financial category for the firm. TaxDome ERP is used to centralize core financial workflows, client engagement, and document management typical of ERP Financial solutions. Configuration work focused on billing and invoicing, client portal access, document lifecycle controls, and workflow automation to support a 10 person banking and financial services firm in the United States. Operational scope covers firmwide finance and client services, with role based access and standardized approval flows to govern billing and client communications. The implementation emphasizes application level consolidation of accounting and client relationship processes through TaxDome ERP, without named third party integrations disclosed.
IT Decision Makers and Key Stakeholders at Advisant Financial
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Advisant Financial Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Advisant Financial Technographics

Advisant Financial is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Advisant Financial operates a diverse technology stack with applications such as Amazon EC2, Google Workspace (Formerly Google G-Suite) and TaxDome ERP, covering areas like Application Hosting and Computing Services, Collaboration and ERP Financial.

Advisant Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Amazon Web Services (AWS), Google and TAXDOME.

Advisant Financial recently adopted applications including Amazon Elastic Load Balancing (ELB) in 2022, Amazon EC2 in 2021 and GoDaddy in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Advisant Financial’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Advisant Financial’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 Advisant Financial technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.