Crestone Wealth Management
32/2 Chifley Square,
Sydney, 2000, NSW,
Australia
Sydney, 2000, NSW,
Australia
61 2 8422 5500
Banking and Financial Services
Crestone Wealth Management Technographics
Crestone Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Crestone Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 Crestone Wealth 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 Crestone Wealth Management has purchased the following applications: ADP Payroll for Payroll in 2015, Avaloq e-Banking for Digital Banking in 2016, DocuSign eSignature for Digital Signing in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Crestone Wealth Management is running and its propensity to invest more and deepen its relationship with ADP , Avaloq , DocuSign 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 Crestone Wealth Management revenues, which have grown to $28.0 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 Crestone Wealth 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.
Crestone Wealth Management Tech Stack and Enterprise Applications
Crestone Wealth Management HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Payroll | Payroll | HCM | n/a | 2015 | 2015 |
In 2015, Crestone Wealth Management processed monthly payroll using ADP Payroll as its core Payroll application for HR and payroll operations. The deployment supported a mid-market Australian wealth management firm with roughly 250 employees and concentrated payroll administration within the HR function during the September to December 2015 contractor engagement.
ADP Payroll was used for regular pay run processing and payslip distribution, and the HR coordinator created user instructions for employees on how to apply for leave and view payslips, reflecting employee self-service enablement typical of Payroll systems. Payroll activities were coordinated alongside HR tasks such as preparing employment contracts, offer letters, and new hire inductions, indicating integrated operational workflows between payroll processing and onboarding.
Operational tooling explicitly referenced in the engagement included SharePoint for storing and uploading confidential HR documents and Excel for maintaining contact lists and payroll support artifacts. The scope of operational coverage centered on the HR department, recruitment coordination with external agencies, and routine checks such as police background verifications required for hires, all linked to accurate payroll onboarding data.
Governance and process work included creation of step-by-step user instructions and maintenance of employee files to standardize payslip access and leave application workflows through ADP Payroll. These actions established documented payroll procedures and document storage governance within SharePoint, aligning payroll execution, employee self-service, and HR record keeping under a consistent operational framework.
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Crestone Wealth Management ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Avaloq | Legacy | Avaloq e-Banking | Digital Banking | ERP Services and Operations | n/a | 2016 | 2016 |
In 2016 Crestone Wealth Management implemented Avaloq e-Banking as part of the integration associated with the UBS Wealth Management acquisition, deploying the application to consolidate Digital Banking operations. The deployment positioned Avaloq e-Banking as the core platform for recording client accounts, asset holdings and transaction activity, centralizing portfolio data for operational processing and reporting.
Avaloq e-Banking covered functional capabilities for client account records, custody and dealing interfaces, transaction processing, settlement, reconciliation and portfolio reporting. The implementation included a focused Risk and Compliance stream, incorporating reporting capabilities and AML category risk calculations aligned to transaction monitoring and issue management workflows.
Integrations included direct interfaces with dealing and custody partners for transacting, settling, reconciling and reporting on client portfolios, and operational coverage spanned Front Office, Middle Office and Back Office user profiles based in Sydney NSW. Business functions impacted included risk and compliance, portfolio operations, dealing and custody operations, and client reporting.
Governance and rollout were driven through structured testing and quality gates, with a Senior Test Analyst responsible for end to end and regression testing of the Risk and Compliance stream. Testing scope explicitly covered reporting, AML category risk calculations, monitoring of single transactions such as Transaction limit, Smurfing, Risk Country and Link Analysis, monitoring of multiple transactions such as Inflow Outflow, NAV for Customer and Turnover for Customer, scenario reviews, sign off of test results, training and support of the Risk and Compliance Project Team and user profile testing across Front Middle and Back Office users.
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Crestone Wealth Management Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022, Crestone Wealth Management implemented DocuSign eSignature as its Digital Signing capability on its public website. The deployment embeds electronic signature capture into client-facing workflows to support execution of wealth management agreements and regulatory disclosures online.
DocuSign eSignature is configured for embedded signing within the website interface, leveraging template-driven documents, required field enforcement, and recipient routing to standardize execution workflows. The implementation emphasizes document visibility controls and preserves the platform audit trail for each signed record.
Operational scope focuses on customer-facing channels and front office functions that manage client agreements, with legal and compliance oversight integrated into signing workflows. Governance is delivered through centralized template configuration and role-based access to signing histories and audit logs, maintaining authenticity and record retention for the firms online agreement processes.
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Crestone Wealth Management ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2022 | 2022 |
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IT Service Management | ITSM |
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2016 | 2016 |
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Crestone Wealth Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Asset and Wealth Management | Investment Management |
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2016 | 2016 |
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Trading Platform | Investment Management |
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2018 | 2018 |
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Crestone Wealth Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Crestone Wealth Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Crestone Wealth Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Crestone Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Crestone Wealth Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Crestone Wealth Management Technographics
Crestone Wealth Management is a Banking and Financial Services organization based in Australia,
with around 250 employees and annual revenues of $28.0 million.
Crestone Wealth Management operates a diverse technology stack with applications such as
ADP Payroll, Avaloq e-Banking and DocuSign eSignature,
covering areas like Payroll, Digital Banking and Digital Signing.
Crestone Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as ADP, Avaloq and DocuSign.
Crestone Wealth Management recently adopted applications including
DocuSign eSignature in 2022, Microsoft Azure Monitor in 2022 and Microsoft Azure CDN in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Crestone Wealth Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Crestone Wealth 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 Crestone Wealth Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.