Toronto, M4E 1G3, ON,
Canada
Advisorworld Technographics
Advisorworld Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Advisorworld and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Advisorworld employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Advisorworld has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2010, Google Workspace (Formerly Google G-Suite) for Collaboration in 2012, Zendesk Service for Customer Support in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Advisorworld is running and its propensity to invest more and deepen its relationship with Oracle , Google , Zendesk 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 Advisorworld revenues, which have grown to $2.0 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 Advisorworld 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.
Advisorworld Tech Stack and Enterprise Applications
Advisorworld ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, Advisorworld implemented Oracle NetSuite ERP as its ERP Financial system. The small Canadian consumer packaged goods company deployed the cloud SaaS solution to centralize finance and accounting operations at its corporate site and establish a single source of transactional and master data.
Oracle NetSuite ERP was configured to support core financial modules including general ledger, accounts payable, accounts receivable and billing, with chart of accounts design and period close workflows tailored to a 20 person finance footprint. The implementation emphasized automation of invoicing and collections, role based access controls and formalized change control and process ownership to govern financial workflows, keeping operational scope focused on finance and procurement functions in Canada.
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Advisorworld Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2012 | 2012 |
In 2012, Advisorworld implemented Google Workspace (Formerly Google G-Suite) as its primary Collaboration platform. The deployment is surface-visible on their website for domain email and cloud-hosted collaboration, and Google Workspace (Formerly Google G-Suite) provides core Collaboration capabilities including Gmail, Google Drive, Google Docs, Google Calendar, and Google Meet for content creation and synchronous communication.
The implementation is provisioned for the full organization of the 20 employee Canadian Consumer Packaged Goods firm, centralizing email hosting, document collaboration, calendar scheduling, and virtual meeting workflows. Administrative governance is exercised through the Google Workspace admin console for user provisioning, group and access management, and basic security controls, positioning Google Workspace as Advisorworlds Collaboration layer for internal communications and content management.
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Advisorworld CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Service | Customer Support | CRM | n/a | 2018 | 2018 |
In 2018, Advisorworld implemented Zendesk Service for Customer Support on their website. The deployment of Zendesk Service centralized inbound web inquiries into a hosted ticketing system, capturing site-generated requests through an embedded web widget and routing email channels into a single console. This positioned Customer Support as a centralized business function for Advisorworld, consolidating customer interaction handling across the small Canadian organization.
Module configuration emphasized core Customer Support capabilities within Zendesk Service, including ticket lifecycle workflows, knowledge base publishing for self service, canned responses and automation rules to standardize handling, and reporting for operational visibility. Operational coverage is company wide, supporting site visitors and clients through a compact support team, with governance focused on ticket triage, defined response workflows, and escalation procedures implemented inside Zendesk Service. Integrations are limited to the website embedding and standard channel routing into the Zendesk Service console, keeping the architecture streamlined for a 20 person organization.
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Advisorworld 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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Advisorworld
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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CEO | CXO | Finance | |
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Vice President Operations | VP | Operations | |
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Director, Lead Distribution/Client Communications | Director | Customer Service | |
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Apps Being Evaluated by Advisorworld Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||