Stoke Heath, B60 4JE,
United Kingdom
AFH Wealth Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by AFH Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 AFH Wealth Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that AFH Wealth Management has purchased the following applications: Access Dimensions for ERP Financial in 2019, Sitecore CMS for Web Content Management in 2017, Infinity Call Tracking for Call Tracking and Recording 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 AFH Wealth Management is running and its propensity to invest more and deepen its relationship with The Access Group , Sitecore , Infinity Tracking 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 AFH Wealth Management revenues, which have grown to $170.0 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 AFH Wealth Management 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| The Access Group | Legacy | Access Dimensions | ERP Financial | ERP Financial Management | n/a | 2019 | 2019 |
In 2019, AFH Wealth Management implemented Access Dimensions as its Finance and accounting system. The deployment consolidated financial ledgers into a single Access database after transferring 34 Sage databases into Access Dimensions, and several smaller entities were not migrated in phase one and were provisioned as new companies within the Access Dimensions model, enabling a mix of full migrations and manual setup during onboarding.
Access Dimensions was configured for multi entity financial management, consolidation and management information generation, with a model that supports monthly journal imports and trial balance uploads for low volume acquisitions. The implementation standardized month end reporting and board MI, allowing the finance function to accelerate the reporting timetable and improve completeness of the factual data used in board packs.
Operational integration centered on a consolidated Access Dimensions database that receives journal entries and trial balances from acquired businesses on a monthly cadence, keeping certain trading entities operationally separate while centralizing financial aggregation. The finance and accounting system supported AFH’s ongoing acquisition model, permitting the business to onboard entities by importing trial balances rather than performing full transactional migrations for very small entities.
Governance changes focused on standardizing monthly reporting processes and centralizing consolidation workflows within Access Dimensions, shifting the finance team to a model of centralized reporting and periodic journal ingestion for newly acquired companies. AFH reported continued growth of approximately 40 to 50 percent since going live, while using Access Dimensions to maintain individually trading entities alongside consolidated management information.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sitecore | Legacy | Sitecore CMS | Web Content Management | Content Management | n/a | 2017 | 2017 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infinity Tracking | Legacy | Infinity Call Tracking | Call Tracking and Recording | CRM | n/a | 2018 | 2018 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Support | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Marketing Analytics, Lead Generation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Tag Management | CRM |
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2017 | 2017 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2018 | 2018 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2020 | 2020 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2022 | 2022 |
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Governance, Risk and Compliance | TRM |
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2022 | 2022 |
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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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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