Holland, 49423-2871, MI,
United States
Alpha Advisory Technographics
Alpha Advisory Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Alpha Advisory and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Alpha Advisory employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Alpha Advisory has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2013, SS&C Modestspark for Customer Engagement in 2019, Sentry for Application Performance Management in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Alpha Advisory is running and its propensity to invest more and deepen its relationship with Google , Salesforce , SS&C Technologies 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 Alpha Advisory 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 Alpha Advisory 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.
Alpha Advisory Tech Stack and Enterprise Applications
Alpha Advisory Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2013 | 2013 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Alpha Advisory CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Modestspark | Customer Engagement | CRM | n/a | 2019 | 2019 |
In 2019, Alpha Advisory deployed SS&C Modestspark as a branded client portal on the advisoryalpha.com domain to support US clients. The SS&C Modestspark implementation is categorized as Customer Engagement and centers on a client portal module and a document management module, delivering wealth reporting, interactive performance visuals, consolidated reporting, and a secure document vault for client file exchange.
The deployment is provisioned as a vendor hosted portal and aligns with Modestspark integration patterns described in SS&C and Advent product documentation, enabling connectivity into advisory reporting workflows. Governance and operational controls focus on client authentication, role based access controls, secure document access, and advisor driven report distribution, supporting client service, advisory operations, and compliance workflows while improving client engagement and self service.
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Customer Experience | CRM |
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2022 | 2022 |
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Tag Management | CRM |
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2019 | 2019 |
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Alpha Advisory ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Functional Software | Legacy | Sentry | Application Performance Management | ITSM | n/a | 2023 | 2023 |
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IT Service Management | ITSM |
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2022 | 2022 |
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Alpha Advisory 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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Alpha Advisory
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Alpha Advisory Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||