AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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.
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.
Portfolio and Investment Risk Management Investment Management 2013 2013
Trade Order Management System (TOMS) Investment Management 2013 2013
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.
Asset Value Investors CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2022 2022
Secure Web Gateways (SWG) CyberSecurity 2013 2013

IT Decision Makers and Key Stakeholders at Asset Value Investors

First Name Last Name Title Function Department Email Phone
No data found

Apps Being Evaluated by Asset Value Investors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Asset Value Investors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Asset Value Investors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Asset Value Investors Technographics
Asset Value Investors is a Professional Services organization based in United Kingdom, with around 14 employees and annual revenues of $9.2 million.
Asset Value Investors operates a diverse technology stack with applications such as Salesforce Sales Cloud, Broadridge Portfolio Master and Microsoft Azure Cloud Services, covering areas like Sales Automation, CRM, Sales Engagement, Portfolio and Investment Management and Application Hosting and Computing Services.
Asset Value Investors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Salesforce, Broadridge and Microsoft.
Asset Value Investors recently adopted applications including Salesforce Sales Cloud in 2022, Sophos Email in 2022 and Microsoft Azure Cloud Services in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Asset Value Investors’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Asset Value Investors’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 Value Investors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.