Asset Planning Corporation
234 S. Peters Road, Suite 102,
Knoxville, 37923, TN,
United States
Knoxville, 37923, TN,
United States
1 865-690-1231
Banking and Financial Services
Asset Planning Corporation Technographics
Asset Planning Corporation Technographics, Software Purchases, AI and Digital Transformation Initiatives
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.
Asset Planning Corporation Tech Stack and Enterprise Applications
Asset Planning Corporation ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Stripe | Legacy | Stripe Payments | Payment Processing | ERP | n/a | 2020 | 2020 |
In 2020, Asset Planning Corporation implemented Stripe Payments on its website to handle online payment acceptance. The deployment is web-focused and integrates client-side payment collection with Stripe Payments APIs to tokenize card data and submit transactions from the company public checkout, keeping payment capture and authorization within the Stripe Payments processing flow.
Operational scope covers Asset Planning Corporation United States online operations and the finance and client services functions responsible for reconciling receipts. Implementation work centered on embedding Stripe Payments into checkout workflows, configuring supported payment methods and fraud controls aligned with Payment Processing practices, and establishing server-side transaction handling plus webhook event processing for settlement and notification workflows. Governance and operational ownership remain with an internal finance and operations team sized to the company, and the rollout targeted the corporate website as the primary transaction channel.
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Asset Planning Corporation 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.
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Asset Planning Corporation Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2022 | 2022 |
In 2022 Asset Planning Corporation implemented Microsoft 365 to provide Collaboration capabilities across its United States based team of 15 employees. The deployment is visible on the company website, signaling that Microsoft 365 is both an internal productivity platform and part of external-facing service integration. Asset Planning Corporation is a banking and financial services firm and the Microsoft 365 implementation centers on core collaboration and document management needs.
The implementation includes Microsoft 365 components such as Exchange Online for hosted email, Microsoft Teams for chat and meetings, SharePoint Online for document libraries and intranet content, OneDrive for personal file sync, and the Office desktop and web applications for productivity. Administration is managed through the Microsoft 365 admin center and Microsoft identity services for user provisioning, access control, and basic security policies. Configuration emphasis is on mailbox setup, Teams channel structure, SharePoint site templates, and OneDrive synchronization workflows.
Operational coverage is across the company’s small US based workforce and supports business functions typical to a financial services advisory firm, including client advisory, finance, and back office collaboration. Governance appears organized around centralized administration, standardized site and channel templates, and role based access controls to simplify ongoing management. The narrative focuses on structural implementation detail for Microsoft 365 as the Collaboration platform used by Asset Planning Corporation.
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Asset Planning Corporation eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2022 | 2022 |
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Asset Planning Corporation Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2022 | 2022 |
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Asset Planning Corporation 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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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Asset Planning Corporation 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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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Asset Planning Corporation
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Asset Planning Corporation Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Asset Planning Corporation IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Asset Planning Corporation digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Asset Planning Corporation Technographics
Asset Planning Corporation is a Banking and Financial Services organization based in United States,
with around 15 employees and annual revenues of $1.0 million.
Asset Planning Corporation operates a diverse technology stack with applications such as
Stripe Payments, Cronofy Scheduler Recruitment and Microsoft 365,
covering areas like Payment Processing, Interview Scheduling and Collaboration.
Asset Planning Corporation has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Stripe, Cronofy and Microsoft.
Asset Planning Corporation recently adopted applications including
Microsoft 365 in 2022, WooCommerce in 2022 and Envestnet Tamarac in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Asset Planning Corporation’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Asset Planning Corporation’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 Asset Planning Corporation technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.