Focus Financial Partners,Lllc
875 Third Avenue,
New York, 10022-6220, NY,
United States
New York, 10022-6220, NY,
United States
1 203-458-7100
Banking and Financial Services
Focus Financial Partners,Lllc Technographics
Focus Financial Partners,Lllc Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Focus Financial Partners,Lllc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4400 Focus Financial Partners,Lllc employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Focus Financial Partners,Lllc has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2007, Microsoft 365 for Collaboration in 2020, Orion Risk Intelligence for Portfolio and Investment Risk Management 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 Focus Financial Partners,Lllc is running and its propensity to invest more and deepen its relationship with Microsoft , Orion Advisor Solutions , Bluehost 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 Focus Financial Partners,Lllc revenues, which have grown to $1.80 billion 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 Focus Financial Partners,Lllc 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.
Focus Financial Partners,Lllc Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP Financial Management | n/a | 2007 | 2007 |
In 2007, Focus Financial Partners, Lllc deployed Microsoft Dynamics GP as its ERP Financial backbone to centralize statutory and management reporting. The Microsoft Dynamics GP implementation was positioned to support the finance team that oversaw financial reporting, financial planning and analysis, consolidation, and the preparation of monthly, quarterly and annual financial statements.
Configuration work centered on core ERP Financial capabilities including general ledger and consolidation workflows, period close orchestration, management and statutory reporting, and the generation of opening balance sheets for acquired entities. The project also incorporated accounting processes required to convert international acquiree financial statements to US GAAP and to document valuation reviews used during post merger accounting integration.
Integrations and data conversion were explicit components of the rollout, Microsoft Dynamics GP receiving converted accounting ledgers from QuickBooks as part of acquisition integrations, and linking to an ADP payroll project that transitioned payroll for eighteen subsidiaries onto ADP. Operational coverage extended across domestic and international acquisitions and supported daily interactions and oversight of six domestic and international subsidiaries.
Governance and process restructuring accompanied the technical implementation, with centralized controls for covenant compliance certificates and borrowing certificates, standardized close and consolidation procedures, and a defined post merger accounting integration workflow for opening balance sheet generation and system conversions. The narrative reflects an ERP Financial deployment tightly coupled to acquisition activity, consolidation demands, and payroll coordination.
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Focus Financial Partners,Lllc deployed Microsoft 365 as its primary Collaboration platform. The company is using Microsoft 365 on their website and across corporate collaboration touchpoints.
The Microsoft 365 deployment includes core collaboration capabilities typical of the suite, including Exchange Online for enterprise email, Microsoft Teams for persistent chat and meetings, SharePoint Online for intranet and document libraries, and OneDrive for personal file sync. Configuration appears focused on centralized tenant management, content lifecycle controls, and standard collaboration policies.
Operational coverage centers on internal communications, advisor and client-facing document coordination, and knowledge sharing across advisory, finance, and operations functions. These business functions use Microsoft 365 Collaboration features for real-time coauthoring, version control, and centralized content publishing.
Governance emphasizes tenant-level administration, identity and access controls using Microsoft identity services, and permissions governance for SharePoint sites and Teams channels, aligning collaboration workflows to firm policies. Rollout and change management details are not provided, so the implementation narrative describes standard Microsoft 365 Collaboration operational patterns.
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Orion Advisor Solutions | Legacy | Orion Risk Intelligence | Portfolio and Investment Risk Management | Investment Management | n/a | 2019 | 2019 |
In 2019 Focus Financial Partners engaged HiddenLevers, now Orion Risk Intelligence, to create and provision Orion Risk Intelligence as a Portfolio and Investment Risk Management platform focused on enterprise-level finance and portfolio risk monitoring across Focus and its partner firms in the United States. The engagement was publicly announced in March 2019 and centered on building a next-generation business intelligence and risk analytics capability for fiduciary oversight.
The implementation emphasized forward-looking stress testing and business intelligence capabilities, with configuration for scenario-based portfolio stress tests, consolidated portfolio risk dashboards, and automated reporting workflows to support fiduciary advice and enterprise surveillance. Orion Risk Intelligence was positioned to deliver portfolio-level risk analytics and visualization, consistent with Portfolio and Investment Risk Management functional workflows.
Operational coverage included Focus Financial Partners and its affiliated partner firms in the United States, establishing a centralized analytics layer for enterprise finance and portfolio monitoring and enabling partner-level access to standardized risk reports. Governance changes focused on instituting enterprise oversight processes and BI-driven review cycles to inform fiduciary recommendations and compliance monitoring.
The engagement explicitly aimed to improve fiduciary advice and enterprise oversight through the new risk analytics and BI platform, reflecting a strategic shift toward coordinated portfolio risk monitoring using Orion Risk Intelligence within Focus Financial Partners' advisory network.
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2013 | 2013 |
|
|
|
|
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Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
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Content Delivery Network | IaaS |
|
2019 | 2019 |
|
Physical Security
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Mass Notification System | Physical Security |
|
2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Focus Financial Partners,Lllc
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Focus Financial Partners,Lllc Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Focus Financial Partners,Lllc Technographics
Focus Financial Partners,Lllc is a Banking and Financial Services organization based in United States,
with around 4400 employees and annual revenues of $1.80 billion.
Focus Financial Partners,Lllc operates a diverse technology stack with applications such as
Microsoft Dynamics GP, Microsoft 365 and Orion Risk Intelligence,
covering areas like ERP Financial, Collaboration and Portfolio and Investment Risk Management.
Focus Financial Partners,Lllc has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft and Orion Advisor Solutions.
Focus Financial Partners,Lllc recently adopted applications including
Microsoft 365 in 2020, Microsoft Azure Cloud Services in 2020 and Orion Risk Intelligence in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Focus Financial Partners,Lllc’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Focus Financial Partners,Lllc’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 Focus Financial Partners,Lllc technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.