Springfield, 65807, MO,
United States
Advisor Ink Technographics
Advisor Ink Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Advisor Ink and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Advisor Ink employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Advisor Ink has purchased the following applications: Microsoft 365 for Collaboration in 2015, Formstack Forms for Customer Experience in 2017, Orion Enterprise for Portfolio and Investment Management in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Advisor Ink is running and its propensity to invest more and deepen its relationship with Microsoft , Formstack , Wufoo 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 Advisor Ink 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 Advisor Ink 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.
Advisor Ink Tech Stack and Enterprise Applications
Advisor Ink Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
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Advisor Ink CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Formstack | Legacy | Formstack Forms | Customer Experience | CRM | n/a | 2017 | 2017 |
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Customer Experience | CRM |
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2017 | 2017 |
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Marketing Analytics, Sales Analytics, Customer Support | CRM |
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2017 | 2017 |
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Advisor Ink Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Orion Advisor Solutions | Legacy | Orion Enterprise | Portfolio and Investment Management | Investment Management | n/a | 2022 | 2022 |
In 2022, Advisor Ink deployed Orion Enterprise as its Portfolio and Investment Management solution. Advisor Ink is using Orion Enterprise on their website to surface client facing portals and provide centralized access to portfolio data.
The implementation configured core Portfolio and Investment Management capabilities, including portfolio accounting, performance reporting, billing and fee calculation, trade order management and rebalancing automation. Orion Enterprise was also set up to drive client reporting workflows and deliver statements and performance views through the embedded website experience.
Deployment follows a cloud hosted architecture embedded into Advisor Ink's public website, providing a unified access point for advisors and clients. Operational scope concentrates on the firm’s advisory and operations functions in the United States, with governance and process alignment organized around onboarding, reporting cadence and reconciliation workflows to centralize portfolio operations in Orion Enterprise.
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Advisor Ink IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Application Hosting and Computing Services | IaaS |
|
2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Advisor Ink
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Advisor Ink Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||