AI Buyer Insights:

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● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

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● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

Crestone Wealth Management
Location
32/2 Chifley Square,
Sydney, 2000, NSW,
Australia
Website
https://www.lgtcrestone.com.au/
Phone
61 2 8422 5500
Artw industry
Banking and Financial Services
Employee
Revenue

Crestone Wealth Management Technographics

Crestone Wealth Management Software Purchases 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 Data, Technology Stack, and Enterprise Applications
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
ADP Legacy ADP Payroll Payroll HCM n/a 2015 2015
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.
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
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2022 2022
IT Service Management ITSM 2016 2016
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Asset and Wealth Management Investment Management 2016 2016
Trading Platform Investment Management 2018 2018
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Delivery Network IaaS 2022 2022
IT Decision Makers and Key Stakeholders at Crestone Wealth Management
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Crestone Wealth Management Executives
Date Company Status Vendor Product Category Market
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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.