Diversified Trust
4401 Northside Parkway, NW | Suite 700,
Atlanta, 30327, GA,
United States
Atlanta, 30327, GA,
United States
1 770-226-5333
Banking and Financial Services
Diversified Trust Technographics
Diversified Trust Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Diversified Trust and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 130 Diversified Trust employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Diversified Trust has purchased the following applications: Microsoft 365 for Collaboration in 2021, Marigold Emma Email for Marketing Automation in 2019, SS&C Advent Black Diamond for Asset and Wealth Management in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Diversified Trust is running and its propensity to invest more and deepen its relationship with Microsoft , Marigold , SS&C Technologies 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 Diversified Trust revenues, which have grown to $38.0 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 Diversified Trust 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.
Diversified Trust Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Diversified Trust deployed Microsoft 365 for Collaboration across the organization. The company website references Microsoft 365 assets, indicating an active tenant used for corporate content delivery and employee collaboration.
Microsoft 365 was provisioned to deliver core Collaboration capabilities including Exchange Online for email, Microsoft Teams for real time communication, SharePoint Online for document management, and OneDrive for file sync and sharing. Implementation focused on tenant configuration, account provisioning, mailbox setup, and SharePoint site architecture to support document workflows and knowledge management.
Operational coverage centers on firm employees and internal business functions that require secure communication and document collaboration, supporting both day to day operations and public facing content referenced on the corporate site. Governance is exercised through tenant level administration, account lifecycle policies, and sharing controls aligned with standard Microsoft 365 management practices.
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Marigold | Legacy | Marigold Emma Email | Marketing Automation | CRM | n/a | 2019 | 2019 |
In 2019, Diversified Trust implemented Marigold Emma Email. The deployment places Marigold Emma Email on the company website and establishes a Marketing Automation capability supporting the firm’s marketing and client communications functions across its US operations. The implementation is oriented toward digital list capture and web-driven campaign delivery for a privately held trust and wealth services firm with roughly 130 employees.
The Marigold Emma Email rollout aligns with common Marketing Automation modules, including email campaign management, template libraries, audience segmentation, automated nurture sequences, and campaign analytics. Integration is explicitly implemented on the website to embed subscription forms and deliver campaign content, with configuration focused on web-to-email data flows and centralized campaign orchestration by marketing operations. Governance and workflow changes emphasize controlled template use, approval gates for client communications, and consolidated campaign scheduling to support consistent client-facing messaging.
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Advent Black Diamond | Asset and Wealth Management | Investment Management | n/a | 2017 | 2017 |
In 2017 Diversified Trust implemented SS&C Advent Black Diamond to centralize client reporting and deliver a modern client portal. The Asset and Wealth Management deployment was scoped to address reporting on alternative assets and to enhance the advisor and investor experience across Diversified Trust offices in Atlanta, Greensboro, Memphis and Nashville.
The SS&C Advent Black Diamond implementation configured comprehensive reporting and account aggregation capabilities, high quality data feeds, and configurable performance calculation workflows to support diversified, alternative heavy portfolios. Black Diamond’s reporting modules were tailored to provide flexible, client-facing statements and advisor-facing composite reporting, enabling consolidated wealth views and customizable presentation for multi-generational families, family offices, foundations and retirement plan clients.
Integrations included multiple custodial interfaces and a direct integration with Salentica CRM, and Black Diamond was provisioned as the reporting bridge to the firm’s trust accounting system which remains on older technology. Operational coverage included front office advisory teams, client service staff and operations, with data flows routed from custodians and CRM into Black Diamond for aggregation, enrichment and reporting generation.
Governance emphasized a collaborative vendor relationship, with Diversified Trust submitting product feedback into a shared roadmap and several requests progressing into production, establishing a formal feedback and enhancement loop. The stated benefits from the implementation include a holistic and customizable reporting solution in SS&C Advent Black Diamond, richer and more accurate wealth views through comprehensive account aggregation, and a client portal that improves the client experience and creates efficiencies for staff.
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Treasury Management | TRM |
|
2021 | 2021 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Diversified Trust
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Diversified Trust Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Diversified Trust Technographics
Diversified Trust is a Banking and Financial Services organization based in United States,
with around 130 employees and annual revenues of $38.0 million.
Diversified Trust operates a diverse technology stack with applications such as
Microsoft 365, Marigold Emma Email and SS&C Advent Black Diamond,
covering areas like Collaboration, Marketing Automation and Asset and Wealth Management.
Diversified Trust has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Marigold and SS&C Technologies.
Diversified Trust recently adopted applications including
Microsoft 365 in 2021, SS&C Treasury Management in 2021 and Google Cloud Platform (GCP) in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Diversified Trust’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Diversified Trust’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 Diversified Trust technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.