Raleigh, 27609, NC,
United States
Capital Investment Companies Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Capital Investment Companies and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Capital Investment Companies employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Capital Investment Companies has purchased the following applications: PureFacts PureFees for Subscription and Recurring Billing in 2024, Microsoft 365 for Collaboration in 2015, HostGator for Application Hosting and Computing Services in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Capital Investment Companies is running and its propensity to invest more and deepen its relationship with PureFacts , Microsoft , HostGator 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 Capital Investment Companies revenues, which have grown to $23.0 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 Capital Investment Companies 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| PureFacts | Legacy | PureFacts PureFees | Subscription and Recurring Billing | ERP Financial Management | n/a | 2024 | 2024 |
In 2024, Capital Investment Companies implemented PureFacts PureFees alongside PureRewards to modernize advisor billing, fee calculations, and revenue management for its wealth and brokerage operations in the United States. The deployment is classified in the Subscription and Recurring Billing category and is scoped to finance and billing workflows and advisor compensation alignment at the Raleigh, NC based firm.
The PureFacts PureFees implementation focused on configuring a centralized billing engine and fee calculation capabilities, including configurable fee schedules, tiered fee computations, automated billing schedules, client and advisor statement generation, and reconciliation workflows. Configuration work emphasized consistent fee logic across wealth and brokerage product lines and embedded controls for audit trails and reporting to support revenue management and compliance oriented workflows.
Operational coverage centers on finance and billing teams and advisor compensation processes, with rollout designed for the firmwide wealth management and brokerage operations in the United States. Governance changes described in the program include establishing centralized fee schedule governance, role based access to billing configuration, and formalized approval workflows to increase standardization and transparency for advisors and clients, aligning operational processes with the new Subscription and Recurring Billing platform.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| HostGator | Legacy | HostGator | Application Hosting and Computing Services | IaaS | n/a | 2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Application Hosting and Computing Services | IaaS |
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2024 | 2024 |
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Domain Name System (DNS) | IaaS |
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2015 | 2015 |
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Domain Name System (DNS) | IaaS |
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2015 | 2015 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2020 | 2020 |
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