AI Buyer Insights:

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

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

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

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

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

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

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

Allen Investment Advisors
Location
1401 South Florida Avenue,
Lakeland, 33803, FL,
United States
Website
https://www.alleninvestments.com/
Phone
1 863-688-9000
Artw industry
Banking and Financial Services
Employee
Revenue

Allen Investment Advisors Technographics

Allen Investment Advisors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Allen Investment Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 13 Allen Investment Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Allen Investment Advisors has purchased the following applications: Slack Connect for Collaboration in 2022, Salesforce Marketing Cloud for Marketing Automation in 2020, SS&C Portia for Portfolio and Investment Management in 2010 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Allen Investment Advisors is running and its propensity to invest more and deepen its relationship with Salesforce , Oracle , 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 Allen Investment Advisors 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 Allen Investment Advisors 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.

Allen Investment Advisors Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Slack Connect Collaboration Collaboration n/a 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Salesforce Marketing Cloud Marketing Automation CRM n/a 2020 2020
Marketing Automation CRM 2019 2019
Marketing Automation CRM 2019 2019
Tag Management CRM 2018 2018
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Technologies Legacy SS&C Portia Portfolio and Investment Management Investment Management n/a 2010 2010
In 2010, Allen Investment Advisors implemented SS&C Portia as a central component of its investment operations platform, deploying the SS&C Portia application to support Portfolio and Investment Management functions. The 2010 deployment was executed to standardize portfolio accounting and client reporting workflows across the firm. The implementation encompassed full lifecycle delivery including requirements, configuration, testing, and rollout, with emphasis on portfolio accounting, performance and profit and loss workflows, and client reporting instrumentation. Custom client-reporting solutions were developed using Microsoft SSRS and SSIS, and performance methodologies such as time weighted return and cash flow sensitive calculations were incorporated into operational reporting where required. Integrations were a core element of the Portia program, connecting market data providers Thomson Reuters, IDC and Bloomberg into the investment data fabric, and interfacing with accounting platforms including Advent Geneva and Advent Portfolio Exchange. CRM touchpoints with Salesforce were included in related lifecycle projects, reflecting an integrated stack across finance, accounting and client relationship functions. Operational governance was driven by cross-functional teams spanning Finance, Accounting, Banking, portfolio managers and account controllers, with direct engagement from the CFO for reporting requirements. The program produced formal technical documentation, business analysis and quality assurance artifacts, and included partner-layering upgrades and SSRS report conversions as part of ongoing maintenance and release management.
Portfolio and Investment Management Investment Management 2012 2012
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2019 2019
IT Decision Makers and Key Stakeholders at Allen Investment Advisors
First Name Last Name Title Function Department Email Phone
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Show All Contacts
Apps Being Evaluated by Allen Investment Advisors Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Allen Investment Advisors Technographics

Allen Investment Advisors is a Banking and Financial Services organization based in United States, with around 13 employees and annual revenues of $5.0 million.

Allen Investment Advisors operates a diverse technology stack with applications such as Slack Connect, Salesforce Marketing Cloud and SS&C Portia, covering areas like Collaboration, Marketing Automation and Portfolio and Investment Management.

Allen Investment Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Salesforce and SS&C Technologies.

Allen Investment Advisors recently adopted applications including Slack Connect in 2022, Cloudflare CDN in 2022 and Google Cloud Platform (GCP) in 2021, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Allen Investment Advisors’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 Allen Investment Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.