London, SW1Y 6AL,
United Kingdom
Asset Value Investors Technographics
Asset Value Investors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Asset Value Investors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 14 Asset Value Investors 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 Value Investors has purchased the following applications: Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2022, Broadridge Portfolio Master for Portfolio and Investment Management in 2013, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2019 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 Value Investors is running and its propensity to invest more and deepen its relationship with Salesforce , Broadridge , 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 Value Investors revenues, which have grown to $9.2 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 Value Investors 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 Value Investors Tech Stack and Enterprise Applications
Asset Value Investors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2022 | 2022 |
In 2022, Asset Value Investors implemented Salesforce Sales Cloud. Asset Value Investors is a United Kingdom professional services firm with 14 employees, and it uses Salesforce Sales Cloud on their website, aligned to Sales Automation,CRM,Sales Engagement to support the firm’s sales and client engagement functions.
The Salesforce Sales Cloud configuration emphasizes category-standard CRM workflows, including web lead capture, contact and account management, opportunity pipeline management, and activity tracking. Automation for lead-to-opportunity routing and sales activity orchestration reflects Sales Automation and Sales Engagement capabilities, with standard Sales Cloud objects used to model the client lifecycle.
Integration work is centered on the company website, where inquiry forms and lead flows route directly into Salesforce Sales Cloud for qualification and follow-up. Operational coverage includes the firm’s sales and client-facing staff, creating a single source of truth for prospect and client records across the business.
Governance is structured for a small firm, with centralized configuration, role-based permissions, data visibility controls, and lightweight process automation to keep administration manageable. Ongoing configuration and user administration are maintained internally to ensure the website lead flows remain synchronized with Salesforce Sales Cloud records.
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Asset Value Investors Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Broadridge | Legacy | Broadridge Portfolio Master | Portfolio and Investment Management | Investment Management | n/a | 2013 | 2013 |
In 2013, Asset Value Investors implemented Broadridge Portfolio Master as part of a Paladyne suite deployment in London. Broadridge Portfolio Master is a Portfolio and Investment Management application that was configured to support trading, pre and post trade compliance, portfolio management, and NAV generation.
The deployment used Paladyne Analytics Master to back load eight years of historical data, consolidating positions and transactions to centralize firm wide reporting and reconciliation processes. Broadridge Portfolio Master was configured to manage order and trade workflows, execute compliance rules pre and post trade, perform portfolio valuation, and produce NAV calculations as core functional modules. Data consolidation into Paladyne Analytics Master provided a single reconciled reporting source for operations, portfolio management, and compliance teams.
Operational coverage targeted the firms UK and EMEA activities, bringing reporting and compliance in house and shifting governance for compliance checks and reporting to centralized control within operations and portfolio management. The implementation reorganized workflows to route trade compliance enforcement and NAV production through the Paladyne platform, aligning trading, compliance, and middle office processes. The configuration emphasized firm level consolidation and workflow orchestration to support reconciled reporting across teams.
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Portfolio and Investment Risk Management | Investment Management |
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2013 | 2013 |
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Trade Order Management System (TOMS) | Investment Management |
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2013 | 2013 |
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Asset Value Investors IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2019 | 2019 |
In 2019, Asset Value Investors implemented Microsoft Azure Cloud Services to host and run their corporate website. Microsoft Azure Cloud Services is the firm's Application Hosting and Computing Services platform for delivering the public web presence, and Microsoft Azure Cloud Services is used to serve site assets and web application components for assetvalueinvestors.com.
The implementation centers on standard Application Hosting and Computing Services capabilities, including compute for web application processes, storage for static assets and media, and network configuration for public site delivery and security controls. Operational scope is limited to the corporate website and web-facing application components, with deployment and configuration focused on site hosting, content delivery, and runtime availability for the company web presence.
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Asset Value Investors 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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Secure Web Gateways (SWG) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Asset Value Investors
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Apps Being Evaluated by Asset Value Investors Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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