Discover the latest software purchases and digital transformation initiatives being undertaken by Beacon Pointe Wealth Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Beacon Pointe Wealth 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 Beacon Pointe Wealth Advisors has purchased the following applications: Advicent NaviPlan for in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Beacon Pointe Wealth Advisors is running and its propensity to invest more and deepen its relationship with Advicent Solutions 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 Beacon Pointe Wealth Advisors revenues, which have grown to $2.5 millions in 2019, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Beacon Pointe Wealth 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.
|Vendor||Old Product||New Product||Category||Market||Users||VAR/SI||When||Live|
|Advicent Solutions||Legacy Applications||Advicent NaviPlan||Financial Planing||ERP Financial Management||n/a||n/a||2013||2013|
|First Name||Last Name||Title||Phone|