Tampa, 33637, FL,
United States
Dickens Wealth Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Dickens 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 10 Dickens 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 Dickens Wealth Management has purchased the following applications: Microsoft 365 for Collaboration in 2017, GoDaddy for Application Hosting and Computing Services in 2016, IRIS Global Payroll Services for PEO (Professional Employer Organization) in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Dickens Wealth Management is running and its propensity to invest more and deepen its relationship with Microsoft , GoDaddy , Amazon Web Services (AWS) 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 Dickens Wealth 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 Dickens 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy | Application Hosting and Computing Services | IaaS | n/a | 2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| IRIS Software | Legacy | IRIS Global Payroll Services | PEO (Professional Employer Organization) | Professional Services | n/a | 2020 | 2020 |
In 2020 Dickens Wealth Management implemented IRIS Global Payroll Services under the PEO (Professional Employer Organization) category to formalize and scale its client payroll offering. The firm originally partnered with IRIS in 2008 to provide payroll and payroll tax services, and the 2020 adoption consolidated those managed payroll capabilities into a standardized service model for the firm and its clients.
The implementation of IRIS Global Payroll Services centralized payroll processing, payroll tax filing, automated W2 generation, and reporting capabilities through an online portal and app. Functional capabilities implemented included after the fact payroll handling, consolidated tax reporting, custom report creation, and audit generation, and the deployment leveraged IRIS MyPay functionality to streamline client self service and employer account administration.
The solution was integrated with the firm s existing software and solutions to enable automatic W2 production and unified client data access, providing a single dashboard accessible from any device. Operational coverage included a range of client types from single member S corps through medium sized businesses with multi employee payrolls, supporting weekly, bi weekly, and monthly payroll schedules, and the service now supports over 125 payroll clients.
Governance and workflow shifted from manual payroll execution to account management and exception handling, with the firm s staff using the IRIS portal to pull tax reports, forward tax notices to IRIS for resolution, and generate client specific audits and custom reports. This restructured internal processes reduced the time staff spent on routine payroll tasks and centralized control of payroll related compliance workflows.
Explicit outcomes reported by the firm include less work for staff, increased revenue and client retention, expanded services to include HR support, and a perception of cost efficient pricing with no unnecessary hidden fees. IRIS Global Payroll Services provided the reliability Dickens Wealth Management needed to onboard new clients and to position payroll and payroll tax services as a recurring service line within the firm.
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