Torrance, 90503, CA,
United States
E P Wealth Advisors Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by E P Wealth 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 E P Wealth 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 E P Wealth Advisors has purchased the following applications: CallRail Call Tracking for Call Tracking and Recording in 2019, Microsoft 365 for Collaboration in 2019, Amazon CloudFront for Content Delivery Network in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems E P Wealth Advisors is running and its propensity to invest more and deepen its relationship with CallRail , Microsoft , 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 E P Wealth 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 E P Wealth 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.
CRM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| CallRail | Legacy | CallRail Call Tracking | Call Tracking and Recording | CRM | n/a | 2019 | 2019 |
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CRM | CRM |
|
2019 | 2019 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
|
2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2017 | 2017 |
Collaboration
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
IaaS
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon CloudFront | Content Delivery Network | IaaS | n/a | 2019 | 2019 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
Content Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
|
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Digital Signing | Content Management |
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2023 | 2023 |
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Web Content Management | Content Management |
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2020 | 2020 |
ITSM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
|
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|
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IT Service Management | ITSM |
|
2024 | 2024 |
HCM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
|
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|
|
Learning and Development | HCM |
|
2022 | 2022 |
Investment Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2021 | 2021 |
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Portfolio and Investment Performance and Planning, Asset and Wealth Management | Investment Management |
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2017 | 2017 |
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||