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Balmoral Advisors

100 S Wacker Dr #850,
Chicago, 60606, IL,
United States

https://www.balmoraladvisors.com/

1 312-766-9890

Banking and Financial Services

Balmoral Advisors Technographics

Balmoral Advisors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Balmoral Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Balmoral Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Balmoral Advisors has purchased the following applications: Zoho Books for ERP Financial in 2022, Microsoft 365 for Collaboration in 2017, Google Tag Manager for Tag Management 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 Balmoral Advisors is running and its propensity to invest more and deepen its relationship with Zoho Corp. , Microsoft , Google 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 Balmoral Advisors revenues, which have grown to $2.0 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 Balmoral Advisors 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.

Balmoral Advisors Data, Technology Stack, and Enterprise Applications

ERP Financial Management

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
Zoho Corp.	Legacy	Zoho Books	ERP Financial	ERP Financial Management	n/a	2022	2022

Collaboration

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
Microsoft	Legacy	Microsoft 365	Collaboration	Collaboration	n/a	2017	2017

CRM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
Google	Legacy	Google Tag Manager	Tag Management	CRM	n/a	2020	2020

IaaS

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Application Hosting and Computing Services	IaaS		2017	2017
			Content Delivery Network	IaaS		2024	2024

IT Decision Makers and Key Stakeholders at Balmoral Advisors

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

Show All Contacts

Apps Being Evaluated by Balmoral Advisors Executives

Date	Company	Status	Vendor	Product	Category	Market
No data found

FAQ - APPS RUN THE WORLD Balmoral Advisors Technographics

Balmoral Advisors is a Banking and Financial Services organization based in United States, with around 20 employees and annual revenues of $2.0 million.

Balmoral Advisors operates a diverse technology stack with applications such as Zoho Books, Microsoft 365 and Google Tag Manager, covering areas like ERP Financial, Collaboration and Tag Management.

Balmoral Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Zoho Corp., Microsoft and Google.

Balmoral Advisors recently adopted applications including Cloudflare CDN in 2024, Zoho Books in 2022 and Google Tag Manager in 2020, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Balmoral Advisors’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Balmoral Advisors’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 Balmoral Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.