Adviserplus Holdings
Adviserplus Holdings Technographics
Adviserplus Holdings Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Adviserplus Holdings and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 298 Adviserplus Holdings employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Adviserplus Holdings has purchased the following applications: Microsoft 365 for Collaboration in 2016, Hubspot CRM for CRM in 2022, ServiceNow ITSM for IT Service Management in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Adviserplus Holdings is running and its propensity to invest more and deepen its relationship with Microsoft , HubSpot , Intuit 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 Adviserplus Holdings revenues, which have grown to $18.3 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 Adviserplus Holdings 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.
Adviserplus Holdings Tech Stack and Enterprise Applications
Adviserplus Holdings Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Adviserplus Holdings adopted Microsoft 365 as its Collaboration platform. Public signals on the company website indicate the firm uses Microsoft 365 to deliver cloud collaboration and communications for its UK professional services operations, supporting core business functions such as email, meetings, and document collaboration for a 298 person workforce.
The Microsoft 365 implementation likely leverages standard Collaboration modules including Exchange Online for messaging, SharePoint Online for intranet and document libraries, Microsoft Teams for synchronous collaboration and chat, and OneDrive for personal file storage. Configuration emphasis would typically include tenant provisioning, mailbox and site configuration, permission and sharing controls, and content lifecycle management to align with advisory workflows.
Operational coverage is expected to span advisory, client services, and back-office teams across the United Kingdom, standardizing collaboration workflows and document-centric client engagement processes. Governance would commonly use centralized tenant administration, identity and access controls, and policy-driven sharing rules within Microsoft 365 to manage onboarding, external collaboration, and content security.
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Adviserplus Holdings CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2022 | 2022 |
In 2022, Adviserplus Holdings implemented Hubspot CRM as their CRM, deploying the Hubspot CRM instance to capture and manage customer interactions directly from their public website. The implementation centers on embedding Hubspot tracking, contact forms and lead capture flows into adviserplus.com to create inbound contacts and records in the CRM.
Hubspot CRM is configured to provide core CRM capabilities including contact and company records, web based lead capture, sales pipeline management and contact lifecycle tracking. The deployment leverages Hubspot CRM native marketing and sales tooling to centralize prospect and client data for sales and marketing teams, and to support segmented lists and activity timelines used by client facing advisers.
Operational scope covers digital touchpoints on the Adviserplus website and business functions in sales and marketing, with CRM data serving as the canonical record for customer engagement. Governance emphasizes centralized data capture from the site and role based access controls for advisers and marketers, with process changes concentrated on web to CRM lead routing and standardized record creation in Hubspot CRM.
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Adviserplus Holdings ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ServiceNow | Legacy | ServiceNow ITSM | IT Service Management | ITSM | n/a | 2024 | 2024 |
In 2024, Adviserplus Holdings implemented ServiceNow ITSM. The deployment targets IT Service Management across the companys UK operations and supports internal service desk functions for approximately 298 employees.
The implementation configures core ITSM modules including incident management, problem management, change management, a service catalog with a self service portal, CMDB foundations, workflow automation, and a knowledge base to standardize ticket lifecycle and request fulfillment. ServiceNow ITSM has been configured with role based access, ticket assignment queues, and automated routing rules to align with recognized IT service workflows.
The ServiceNow ITSM instance is exposed through the corporate website to provide self service access and public facing service catalog items, while internal access supports standard service desk channels and automated ticket intake. Integrations focus on web portal integration and internal ticket routing to bring external request intake into the centralized ITSM platform.
Governance was organized to centralize service ownership and enforce standardized workflows, with change approval and escalation processes configured to match operational support tiers. The rollout emphasized service catalog adoption and centralized incident orchestration to establish consistent intake and resolution pathways.
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Adviserplus Holdings PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2020 | 2020 |
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Adviserplus Holdings 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Adviserplus Holdings CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Web Gateways (SWG) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Adviserplus Holdings
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Adviserplus Holdings Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Adviserplus Holdings IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Adviserplus Holdings digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Adviserplus Holdings Technographics
Adviserplus Holdings is a Professional Services organization based in United Kingdom,
with around 298 employees and annual revenues of $18.3 million.
Adviserplus Holdings operates a diverse technology stack with applications such as
Microsoft 365, Hubspot CRM and ServiceNow ITSM,
covering areas like Collaboration, CRM and IT Service Management.
Adviserplus Holdings has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, HubSpot and ServiceNow.
Adviserplus Holdings recently adopted applications including
ServiceNow ITSM in 2024, Hubspot CRM in 2022 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Adviserplus Holdings’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Adviserplus Holdings’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 Adviserplus Holdings technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.