Ams Financial Group
6912 220th Street Southwest, Suite 100,
Mountlake Terrace, 98043, WA,
United States
Mountlake Terrace, 98043, WA,
United States
1 425-673-9101
Banking and Financial Services
Ams Financial Group Technographics
Ams Financial Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Ams Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Ams Financial Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Ams Financial Group has purchased the following applications: enVisual360 Accounting for ERP Financial in 2018, CKEditor for Content Management in 2018, enVisual360 CRM for CRM in 2000 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Ams Financial Group is running and its propensity to invest more and deepen its relationship with enSynergy , CKSource , DocuSign 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 Ams Financial Group 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 Ams Financial Group 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.
Ams Financial Group Tech Stack and Enterprise Applications
Ams Financial Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| enSynergy | Legacy | enVisual360 Accounting | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018 Ams Financial Group deployed enVisual360 Accounting as an ERP Financial application. The deployment ran on a private cloud and was scoped to support corporate services and managed-entity accounting across the firm.
The implementation included enVisual360 modules for accounting, corporate secretarial, and centralised global billing. Configuration focused on ledger management, corporate records governance, and centralised billing workflows to align billing and accounting processes across managed entities.
Architecturally the solution was provisioned as a private cloud tenancy, positioning enVisual360 Accounting as a centralised accounting and billing hub rather than a point solution. Operational coverage emphasized corporate services and managed-entity accounting, enabling consistent accounting workflows across the organization.
Vendor testimony indicates the system became vital within two years and delivered centralised billing and accounting efficiencies across the organisation, reflecting adoption across corporate functions and managed entities. Governance evolved toward centralised billing and consolidated accounting processes within corporate services as part of the rollout.
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Ams Financial Group Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CKSource | Legacy | CKEditor | Content Management | Content Management | n/a | 2018 | 2018 |
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Digital Signing | Content Management |
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2022 | 2022 |
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Video Editing | Content Management |
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2025 | 2025 |
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Web Content Management | Content Management |
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2018 | 2018 |
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Ams Financial Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| enSynergy | Legacy | enVisual360 CRM | CRM | CRM | n/a | 2000 | 2000 |
In 2000, AMS Financial Group implemented enVisual360 CRM from enSynergy to support client management and trust and accounting workflows. enVisual360 CRM is deployed to support AMS Financial Group's US wealth-management operations and to integrate asset and client workflows across its advisory practice. The vendor testimonial states AMS chose enSynergy's product in 2000 and uses multiple enVisual modules to improve client management and operational flexibility.
The implementation leverages multiple enVisual360 modules, combining CRM functionality with trust and accounting capabilities and workflow orchestration for asset and client lifecycle management. Configuration focused on client record consolidation, trust accounting entries, and process automation for client onboarding, account maintenance, and asset servicing. The configuration reflects CRM category practices of contact management, opportunity tracking, and integrated financial record linkage.
Operational coverage is described as across AMS Financial Group's US wealth-management operations, supporting advisors and operations within its small firm structure. Governance centralized client data and aligned workflows between client-facing advisors and back-office trust and accounting functions, enabling consistent recordkeeping and operational flexibility. enVisual360 CRM remains the focal application connecting client management, trust accounting, and asset workflows for AMS Financial Group.
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Marketing Automation | CRM |
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2024 | 2024 |
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Tag Management | CRM |
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2020 | 2020 |
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Ams Financial Group ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2018 | 2018 |
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Application Performance Management | ITSM |
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2024 | 2024 |
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Ams Financial Group PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2023 | 2023 |
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Ams Financial Group 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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Cloud Storage | IaaS |
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2024 | 2024 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2024 | 2024 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Domain Name System (DNS) | IaaS |
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2021 | 2021 |
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Ams Financial Group CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2014 | 2014 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2016 | 2016 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2020 | 2020 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2016 | 2016 |
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Web Application Firewalls (WAF), Phishing Protection | CyberSecurity |
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2024 | 2024 |
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IT Decision Makers and Key Stakeholders at Ams Financial Group
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Ams Financial Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Ams Financial Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Ams Financial Group digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Ams Financial Group Technographics
Ams Financial Group is a Banking and Financial Services organization based in United States,
with around 10 employees and annual revenues of $1.0 million.
Ams Financial Group operates a diverse technology stack with applications such as
enVisual360 Accounting, CKEditor and enVisual360 CRM,
covering areas like ERP Financial, Content Management and CRM.
Ams Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as enSynergy and CKSource.
Ams Financial Group recently adopted applications including
Vimeo Online Video Editor in 2025, FMG Marketing PRO in 2024 and Datadog APM in 2024,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Ams Financial Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Ams Financial Group’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 Ams Financial Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.