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Comprehensive Portfolio Management
Location
24 W 40Th St Fl 15,
New York, 10018-2528, NY,
United States
Website
https://www.ritholtzwealth.com/
Phone
1 212-455-9122
Artw industry
Professional Services
Employee
Revenue

Comprehensive Portfolio Management Technographics

Comprehensive Portfolio Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Comprehensive Portfolio Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Comprehensive Portfolio Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Comprehensive Portfolio Management has purchased the following applications: Chartbeat for Analytics and BI in 2021, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2021, Google Workspace (Formerly Google G-Suite) for Collaboration in 2016 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Comprehensive Portfolio Management is running and its propensity to invest more and deepen its relationship with Chartbeat , 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 Comprehensive Portfolio Management revenues, which have grown to $1.0 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 Comprehensive Portfolio Management 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.

Comprehensive Portfolio Management Data, Technology Stack, and Enterprise Applications
Analytics and BI
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Chartbeat Legacy Chartbeat Analytics and BI Analytics and BI n/a 2021 2021
IaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2021 2021
Content Delivery Network IaaS 2021 2021
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2016 2016
Collaboration Collaboration 2022 2022
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Marketing Automation CRM 2020 2020
Tag Management CRM 2019 2019
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Portfolio and Investment Management Investment Management 2022 2022
Portfolio and Investment Management Investment Management 2023 2024
Portfolio and Investment Performance and Planning Investment Management 2023 2024
Portfolio and Investment Performance and Planning Investment Management 2023 2024
IT Decision Makers and Key Stakeholders at Comprehensive Portfolio Management
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Comprehensive Portfolio Management Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Comprehensive Portfolio Management Technographics

Comprehensive Portfolio Management is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Comprehensive Portfolio Management operates a diverse technology stack with applications such as Chartbeat, Microsoft Azure Cloud Services and Google Workspace (Formerly Google G-Suite), covering areas like Analytics and BI, Application Hosting and Computing Services and Collaboration.

Comprehensive Portfolio Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Chartbeat, Microsoft and Google.

Comprehensive Portfolio Management recently adopted applications including AdvisorEngine Portfolio Management in 2023, AdvisorEngine Goals-based Planning in 2023 and AdvisorEngine Portfolio Management Performance Reporting in 2023, highlighting its ongoing modernization strategy.

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

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