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● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

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● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

Aiken Kennedy Financial Planning
Location
Building 2, The Sidings, Antrim Road,
Lisburn, BT28 3AJ,
United Kingdom
Website
https://www.akfp.net/
Phone
44 28 9260 3175
Artw industry
Banking and Financial Services
Employee
Revenue

Aiken Kennedy Financial Planning Technographics

Aiken Kennedy Financial Planning Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Aiken Kennedy Financial Planning and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Aiken Kennedy Financial Planning employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Aiken Kennedy Financial Planning has purchased the following applications: Microsoft 365 for Collaboration in 2018, Time4Advice CURO Platform for Asset and Wealth Management in 2019, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2016 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Aiken Kennedy Financial Planning is running and its propensity to invest more and deepen its relationship with Microsoft , Time4Advice , Google 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 Aiken Kennedy Financial Planning revenues, which have grown to $5.0 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 Aiken Kennedy Financial Planning 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.

Aiken Kennedy Financial Planning Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Time4Advice Legacy Time4Advice CURO Platform Asset and Wealth Management Investment Management n/a 2019 2019
In 2019, Aiken Kennedy Financial Planning implemented Time4Advice CURO Platform, deploying an Asset and Wealth Management application to centralise back office servicing and management reporting across the 50 person firm. The implementation concentrated on delivering management information reporting and workflow automation to the firm’s back office and management departments. Time4Advice CURO Platform was configured to use its MI reporting capabilities, workflow and dialog facilities, and automation functionality to create bespoke servicing workflows and standardised process templates. The platform configuration emphasised generating company level and servicing MI, enabling staff to configure dialogs and workflows to reflect the firm’s advisory and servicing processes. Operational coverage focused on centralised back office processing and management information generation, supporting both servicing teams and management users who require rapid access to company and servicing MI. Stakeholders reported that management information is immediately accessible, improving efficiency across back office and management functions. Governance and rollout included standardising processes centrally and restructuring operational workflows to reduce manual interventions, with the firm noting a significant reduction in potential human error. Aiken Kennedy Financial Planning stated that CURO met all of their criteria and that vendor support during the first year was outstanding, enabling the firm to capitalise on more efficient and effective back office and management practices.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2016 2016
Application Hosting and Computing Services IaaS 2021 2021
IT Decision Makers and Key Stakeholders at Aiken Kennedy Financial Planning
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Aiken Kennedy Financial Planning Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Aiken Kennedy Financial Planning Technographics

Aiken Kennedy Financial Planning is a Banking and Financial Services organization based in United Kingdom, with around 50 employees and annual revenues of $5.0 million.

Aiken Kennedy Financial Planning operates a diverse technology stack with applications such as Microsoft 365, Time4Advice CURO Platform and Microsoft Azure Cloud Services, covering areas like Collaboration, Asset and Wealth Management and Application Hosting and Computing Services.

Aiken Kennedy Financial Planning has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and Time4Advice.

Aiken Kennedy Financial Planning recently adopted applications including Google Cloud Platform (GCP) in 2021, Time4Advice CURO Platform in 2019 and Microsoft 365 in 2018, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Aiken Kennedy Financial Planning’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Aiken Kennedy Financial Planning’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 Aiken Kennedy Financial Planning technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.