AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

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
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
Customer Experience CRM 2017 2017
Marketing Analytics, Sales Analytics, Customer Support CRM 2017 2017
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.
Advisor Ink IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2017 2017
Content Delivery Network IaaS 2020 2020

IT Decision Makers and Key Stakeholders at Advisor Ink

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Advisor Ink Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Advisor Ink IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Advisor Ink digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Advisor Ink Technographics
Advisor Ink is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Advisor Ink operates a diverse technology stack with applications such as Microsoft 365, Formstack Forms and Orion Enterprise, covering areas like Collaboration, Customer Experience and Portfolio and Investment Management.
Advisor Ink has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Formstack and Orion Advisor Solutions.
Advisor Ink recently adopted applications including Liquid Web Cloud Servers in 2023, Orion Enterprise in 2022 and Cloudflare CDN in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Advisor Ink’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Advisor Ink’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 Advisor Ink technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.