Aviso Wealth
151 Yonge Street, Suite 1200,
Toronto, M5C 2W7, ON,
Canada
Toronto, M5C 2W7, ON,
Canada
1 888-545-5959
Banking and Financial Services
Aviso Wealth Technographics
Aviso Wealth Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Aviso Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 Aviso Wealth employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Aviso Wealth has purchased the following applications: Sage Intacct for ERP Financial in 2023, ADP Workforce Now Payroll for Payroll in 2014, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Aviso Wealth is running and its propensity to invest more and deepen its relationship with Sage , ADP , Cisco Systems 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 Aviso Wealth revenues, which have grown to $100.0 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 Aviso Wealth 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.
Aviso Wealth Tech Stack and Enterprise Applications
Aviso Wealth ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2023 | 2023 |
In 2023, Aviso Wealth deployed Sage Intacct as its ERP Financial application. The company lists Sage Intacct usage on its public website, signaling adoption within its corporate finance environment at its Canada headquarters.
The Sage Intacct implementation centers on standard ERP Financial capabilities, including core general ledger, accounts payable, accounts receivable, cash management, and financial reporting. Configuration work appears focused on supporting structured month end close workflows, consolidated financial reporting, and chart of accounts rationalization to align accounting across business units.
Deployment follows a cloud SaaS orientation consistent with Sage Intacct, which enables API driven connectivity and modular configuration for finance and accounting teams. The system is presented as a centralized financial record for corporate accounting, supporting role based access control and audit trail requirements typical of banking and financial services firms.
Governance emphasis in the rollout is on standardizing accounting processes, enforcing period close controls, and centralizing transactional finance operations under the Sage Intacct platform. The narrative positions Aviso Wealth, Sage Intacct, ERP Financial, and corporate finance as the primary relationship driving how financial operations are organized and managed.
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Aviso Wealth HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now Payroll | Payroll | HCM | n/a | 2014 | 2014 |
In 2014 Aviso Wealth deployed ADP Workforce Now Payroll to centralize multi company, multi jurisdiction payroll operations. ADP Workforce Now Payroll, in the Payroll category, was configured to support hourly timesheet processing, overtime and statutory pay calculations, and payroll transactions for salaried, commission and draw compensation models across Canadian provinces including Quebec.
The implementation encompassed core payroll processing modules, benefits administration workflows, HRIS data entry tasks and employee records management. Functional capabilities implemented included timesheet capture and calculation, exception and manual payroll processing where required, administration of multiple employee benefit programs with online insurance access, and preparation and balancing of biweekly RRSP and pension reports.
Operational coverage was centered in the Payroll and Benefits team reporting to the Manager, Payroll and Benefits, with day to day activities that included input into the outsourced payroll system ADP Workforce Now Payroll and maintenance of electronic and paper based employee files. The operational model required cross functional coordination with HR for new hire file completion, ongoing HRIS updates through data entry, and handling of employee service inquiries related to payroll and benefits.
Governance and process controls reflected scheduled biweekly payroll cycles, documentation and reconciliation tasks, and a requirement to monitor provincial payroll legislation including Quebec for compliance. Staffing and role expectations emphasized CPA Payroll Compliance Practitioner certification or equivalent experience, accuracy, confidentiality and the ability to provide manager level backup for the full payroll cycle and for ad hoc reporting and research.
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Aviso Wealth Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Aviso Wealth deployed Cisco Webex Meetings as its web conferencing solution. Cisco Webex Meetings is used for Audio Video and Web Conferencing and has been embedded on the corporate website to facilitate both client facing interactions and internal virtual collaboration.
The implementation emphasized core meeting modules, including real time video and audio, screen sharing, meeting recording, participant controls and scheduling workflows, with Cisco Webex Meetings configured to surface join links and registration flows on web pages. Cisco Webex Meetings was provisioned to leverage standard category capabilities for meeting moderation, recording retention and access control to support advisory and client session workflows.
Operational coverage centers on advisory teams and client engagement functions where Webex sessions host consultations and document walkthroughs, while also supporting internal collaboration across corporate departments. Integration is explicit with the Aviso Wealth website, where meeting initiation and scheduling are surfaced to external users, aligning the Cisco Webex Meetings application with customer engagement touchpoints.
Governance included configuring user access roles, meeting security settings and usage policies to manage client confidentiality and session controls, and the rollout was executed as a site embedded capability rather than a standalone desktop only tool. Process updates addressed meeting scheduling, recording governance and moderation practices to align advisory procedures with the Audio Video and Web Conferencing platform.
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Collaboration | Collaboration |
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2018 | 2018 |
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Aviso Wealth CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Aviso Wealth Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Asset and Wealth Management | Investment Management |
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2021 | 2021 |
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Portfolio and Investment Management | Investment Management |
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2022 | 2022 |
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Aviso Wealth PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2021 | 2021 |
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Aviso Wealth 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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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Aviso Wealth
| First Name | Last Name | Title | Function | Department | Phone | |
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SVP, Head of People & Client Experience | VP | Customer Service | |
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Vice President, People and Culture | VP | HR | |
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Vice President, Total Rewards & HR Systems | VP | IT | |
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SVP, Chief Information Officer | CXO | IT | |
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Vice President Operations | VP | Operations | |
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Vice President, IT Operations and Support | VP | IT | |
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Director, Fund Reporting | Director | Finance | |
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Apps Being Evaluated by Aviso Wealth Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Aviso Wealth IT executives and key decision makers. This section highlights Aviso Wealth's latest recorded technology evaluations, including Fidessa Trading Platform for Trading Platform on 2026-01-19, Broadridge Dataphile for Asset and Wealth Management on 2025-12-06, and MSCI BarraOne for Portfolio and Investment Risk Management on 2025-02-14. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Aviso Wealth digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-01-19 | Aviso Wealth | Evaluated | Fidessa | Fidessa Trading Platform | Trading Platform | Investment Management |
| 2025-12-06 | Aviso Wealth | Evaluated | Broadridge | Broadridge Dataphile | Asset and Wealth Management | Investment Management |
| 2025-02-14 | Aviso Wealth | Evaluated | MSCI | MSCI BarraOne | Portfolio and Investment Risk Management | Investment Management |
FAQ - APPS RUN THE WORLD Aviso Wealth Technographics
Aviso Wealth is a Banking and Financial Services organization based in Canada,
with around 700 employees and annual revenues of $100.0 million.
Aviso Wealth operates a diverse technology stack with applications such as
Sage Intacct, ADP Workforce Now Payroll and Cisco Webex Meetings,
covering areas like ERP Financial, Payroll and Audio Video and Web Conferencing.
Aviso Wealth has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, ADP and Cisco Systems.
Aviso Wealth recently adopted applications including
Sage Intacct in 2023, CGI Wealth360 Fund Accounting (formerly mPower) in 2022 and Mouseflow in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Aviso Wealth’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Aviso Wealth’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 Aviso Wealth technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.