North Andover, 1845, MA,
United States
Connolly Financial Advisors Technographics
Connolly Financial Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Connolly Financial Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Connolly Financial 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 Connolly Financial Advisors has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2011, Microsoft 365 for Collaboration in 2017, Joomla 3.9 for Web Content Management 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 Connolly Financial Advisors is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Joomla 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 Connolly Financial Advisors 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 Connolly Financial 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.
Connolly Financial Advisors Tech Stack and Enterprise Applications
Connolly Financial Advisors ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2011 | 2011 |
In 2011, Connolly Financial Advisors implemented Oracle NetSuite ERP. The implementation positioned Oracle NetSuite ERP as the firm core ERP Financial system supporting finance and accounting functions for the small advisory firm.
The deployment used Oracle NetSuite ERP cloud delivery to centralize core accounting capabilities. Configuration focused on general ledger, accounts payable, accounts receivable, billing and financial reporting modules consistent with ERP Financial functional patterns. Workflows emphasized a standardized chart of accounts and automated transaction posting to reduce manual reconciliation across advisory billing and client invoicing processes.
Operational coverage centered on the firm finance and administrative functions. Governance included role based access controls, audit trails and structured month end close procedures to enforce financial control and compliance. Training and phased adoption across the small team aligned operational processes to the new cloud ERP Financial platform.
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Connolly Financial Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Connolly Financial Advisors implemented Microsoft 365 as its Collaboration platform. The United States based financial advisory firm, operating with 10 employees, declared Microsoft 365 on its public website and used the suite to consolidate communication and document workflows across the small advisory practice.
Microsoft 365 was deployed as a cloud tenant providing standard Collaboration capabilities, including email and calendaring, team chat and meetings, document libraries and synchronized personal storage. Configuration work reflected typical Collaboration patterns, with email and calendaring services, team collaboration sites, file sync and sharing, and presence and conferencing controls provisioned for advisory and administrative users.
Operational coverage focused on core business functions relevant to a boutique financial services firm, including client communications, advisor collaboration, and back office operations. Governance included tenant account provisioning, role based access control and document access policies aligned to financial services needs, and select collaboration features were surfaced on the company website using Microsoft 365 services. Microsoft 365 and the Collaboration category are central to the firm’s day to day communication and document management posture.
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Connolly Financial Advisors Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Joomla | Legacy | Joomla 3.9 | Web Content Management | Content Management | n/a | 2015 | 2015 |
In 2015, Connolly Financial Advisors implemented Joomla 3.9 for Web Content Management to manage its public website. The deployment uses Joomla 3.9 as the CMS engine to host article publishing, templating, navigation and media management for the firm website and advisor profile pages. Connolly Financial Advisors' use of Joomla 3.9 for Web Content Management directly supports the firm's marketing and client communications functions.
The Joomla 3.9 implementation emphasizes standard Web Content Management capabilities, including content authoring, template and module configuration, role based access control, and content versioning to support staged publishing and approvals. Governance is structured around small firm operations, assigning content stewardship to marketing and advisory staff with CMS user roles to enforce editorial workflows. No external integrations are documented in the source, so the implementation narrative focuses on CMS configuration, extension management and site administration as the primary operational areas.
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Connolly Financial Advisors IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Connolly Financial Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Managing Director | Director | Finance | |
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IT Director | Director | IT | |
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Tax Specialist | Manager | Finance | |
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Apps Being Evaluated by Connolly Financial Advisors Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||