Knoxville, 37923, TN,
United States
Asset Planning Corporation Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Asset Planning Corporation and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 15 Asset Planning Corporation employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Asset Planning Corporation has purchased the following applications: Stripe Payments for Payment Processing in 2020, Cronofy Scheduler Recruitment for Interview Scheduling in 2020, Microsoft 365 for Collaboration in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Asset Planning Corporation is running and its propensity to invest more and deepen its relationship with Stripe , Cronofy , Microsoft 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 Asset Planning Corporation 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 Asset Planning Corporation 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 |
|---|---|---|---|---|---|---|---|---|
| Stripe | Legacy | Stripe Payments | Payment Processing | ERP Financial Management | n/a | 2020 | 2020 |
|
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cronofy | Legacy | Cronofy Scheduler Recruitment | Interview Scheduling | HCM | n/a | 2020 | 2020 |
In 2020 Asset Planning Corporation implemented Cronofy Scheduler Recruitment to address Interview Scheduling for client advisory interactions and prospect intake. The rollout targeted the entire advisory team and was positioned to streamline client-facing appointment workflows while preserving strict security and privacy controls required in financial services.
The deployment configured Cronofy Scheduler Recruitment to generate single-use, personalized scheduling links that include pre-filled invitee contact details and video conferencing information, reducing manual entry for clients. Functional capabilities implemented include real-time advisor availability checks, one-time booking links for each meeting, contact persistence for repeat scheduling, and the ability to send specific proposed times for clients to choose from.
Deployment architecture used Cronofy Enterprise Connect to integrate with the firm’s on-premises Exchange calendar servers, enabling centralized, secure onboarding of the whole team in collaboration with Asset Planning Corporation’s IT staff. The implementation emphasized connection to secure calendaring servers rather than cloud-only calendar services, supporting regulated data handling and minimizing exposure of advisory calendars.
Governance and process changes included centrally provisioning user access, removing reliance on persistent public booking links to increase advisor control over schedules, and embedding the Scheduler into prospect intake workflows on the corporate website for initial consultations. Reported outcomes from the implementation were 5 hours per week of administrative time saved for advisors, 80 percent client adoption of the Scheduler, and elimination of more than 30 minutes of scheduling back-and-forth for clients.
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2022 | 2022 |
|
eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
eCommerce | eCommerce |
|
2022 | 2022 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2022 | 2022 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2022 | 2022 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2015 | 2015 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2022 | 2022 |
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