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Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Capital Investment Companies Data, Technology Stack, and Enterprise 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.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HostGator Legacy HostGator Application Hosting and Computing Services IaaS n/a 2015 2015
Application Hosting and Computing Services IaaS 2023 2023
Application Hosting and Computing Services IaaS 2024 2024
Domain Name System (DNS) IaaS 2015 2015
Domain Name System (DNS) IaaS 2015 2015
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Sockets Layer (SSL) CyberSecurity 2020 2020
IT Decision Makers and Key Stakeholders at Capital Investment Companies
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Capital Investment Companies Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Capital Investment Companies Technographics

Capital Investment Companies is a Banking and Financial Services organization based in United States, with around 200 employees and annual revenues of $23.0 million.

Capital Investment Companies operates a diverse technology stack with applications such as PureFacts PureFees, Microsoft 365 and HostGator, covering areas like Subscription and Recurring Billing, Collaboration and Application Hosting and Computing Services.

Capital Investment Companies has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as PureFacts, Microsoft and HostGator.

Capital Investment Companies recently adopted applications including PureFacts PureFees in 2024, Constant Company Vultr Cloud Compute in 2024 and Choopa in 2023, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Capital Investment Companies’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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