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Advisor's Edge

37 Front Street East,
Toronto, M5E 1B3, ON,
Canada

https://www.advisor.ca/

1 416-764-2000

Banking and Financial Services

Advisor's Edge Technographics

Advisor's Edge Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Advisor's Edge 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's Edge 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's Edge has purchased the following applications: Chartbeat for Analytics and BI in 2014, NTT Enterprise Cloud for Application Hosting and Computing Services in 2014, New Relic APM for Application Performance Management in 2013 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's Edge is running and its propensity to invest more and deepen its relationship with Chartbeat , Oracle , NTT Group 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's Edge 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's Edge 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's Edge Data, Technology Stack, and Enterprise Applications

Analytics and BI

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
Chartbeat	Legacy	Chartbeat	Analytics and BI	Analytics and BI	n/a	2014	2014
			Analytics and BI	Analytics and BI		2008	2008

IaaS

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
NTT Group	Legacy	NTT Enterprise Cloud	Application Hosting and Computing Services	IaaS	n/a	2014	2014
			Application Hosting and Computing Services	IaaS		2014	2014
			Application Hosting and Computing Services	IaaS		2014	2014
			Application Hosting and Computing Services	IaaS		2024	2024
			Cloud Storage	IaaS		2023	2023
			Content Delivery Network	IaaS		2014	2014
			Content Delivery Network	IaaS		2025	2025
			Content Delivery Network	IaaS		2023	2023
			Digital Workspace	IaaS		2018	2018

ITSM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
New Relic	Legacy	New Relic APM	Application Performance Management	ITSM	n/a	2013	2013

AI-Powered Application

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Artificial Intelligence Marketing	AI-Powered Application		2024	2024

Collaboration

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Collaboration	Collaboration		2019	2019
			Survey and Questionnaire	Collaboration		2020	2020

CRM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Customer Analytics	CRM		2016	2016
			Customer Data Platform	CRM		2021	2021
			Customer Data Platform	CRM		2024	2024
			Customer Experience	CRM		2015	2015
			Data Management Platform	CRM		2013	2013
			Data Management Platform	CRM		2016	2016
			Data Management Platform	CRM		2017	2017
			Digital Advertising Platform	CRM		2013	2013
			Digital Advertising Platform	CRM		2016	2016
			Digital Advertising Platform	CRM		2016	2016
			Digital Advertising Platform	CRM		2016	2016
			Digital Advertising Platform	CRM		2016	2016
			Digital Advertising Platform	CRM		2009	2009
			Digital Advertising Platform	CRM		2023	2023
			Marketing Analytics	CRM		2015	2015
			Marketing Analytics	CRM		2016	2016
			Marketing Automation	CRM		2016	2016
			Marketing Automation	CRM		2018	2018
			Tag Management	CRM		2017	2017
			Tag Management	CRM		2018	2018

HCM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Digital Adoption	HCM		2023	2023

AI Development

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Generative AI Platforms	AI Development		2024	2024

TRM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Governance, Risk and Compliance	TRM		2014	2014

CyberSecurity

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Identity and Access Management (IAM)	CyberSecurity		2023	2023

eCommerce

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Personalization and Product Recommendations	eCommerce		2021	2021

IT Decision Makers and Key Stakeholders at Advisor's Edge

First Name	Last Name	Title	Function	Department	Email	Phone
No data found

Show All Contacts

Apps Being Evaluated by Advisor's Edge Executives

Date	Company	Status	Vendor	Product	Category	Market
No data found

FAQ - APPS RUN THE WORLD Advisor's Edge Technographics

Advisor's Edge is a Banking and Financial Services organization based in Canada, with around 10 employees and annual revenues of $1.0 million.

Advisor's Edge operates a diverse technology stack with applications such as Chartbeat, NTT Enterprise Cloud and New Relic APM, covering areas like Analytics and BI, Application Hosting and Computing Services and Application Performance Management.

Advisor's Edge has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Chartbeat, NTT Group and New Relic.

Advisor's Edge recently adopted applications including Amazon CloudFront in 2025, Amazon EC2 in 2024 and GumGum in 2024, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Advisor's Edge’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's Edge technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.