AI Buyer Insights:

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

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

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

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

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

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

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

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

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

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

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

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

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

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

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

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

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

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

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

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

Fortis Advisors
Location
12526 High Bluff Drive, Suite 280,
San Diego, 92130, CA,
United States
Website
https://www.fortisrep.com/
Phone
1 858-200-8688
Artw industry
Banking and Financial Services
Employee
Revenue

Fortis Advisors Technographics

Fortis Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Fortis Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 16 Fortis 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 Fortis Advisors has purchased the following applications: Microsoft 365 for Collaboration in 2015, Oracle NetSuite CRM for CRM in 2007, Twilio Sendgrid for Transactional Email in 2021 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Fortis Advisors is running and its propensity to invest more and deepen its relationship with Microsoft , Oracle , Salesforce 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 Fortis Advisors revenues, which have grown to $2.0 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 Fortis 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.

Fortis Advisors Tech Stack and Enterprise Applications

Fortis Advisors Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
In 2015 Fortis Advisors implemented Microsoft 365 to provide core Collaboration capabilities for its advisory practice. The firm of 16 employees operates a cloud-hosted Microsoft 365 tenant, and the company website references Microsoft 365 as the primary productivity and collaboration platform. Deployment centers on standard Microsoft 365 services aligned with the Collaboration category, including Exchange Online email, Office productivity applications, OneDrive and SharePoint for document storage and co-authoring, and Microsoft Teams for messaging and meetings. Governance and operational management are organized around a single tenant administration model, incorporating centralized user provisioning, access control and external sharing policies to support client advisory workflows, internal operations and document management.
Fortis Advisors CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite CRM CRM CRM n/a 2007 2007
In 2007, Fortis Advisors implemented Oracle NetSuite CRM. Fortis Advisors, a 16 employee US financial services firm, configured Oracle NetSuite CRM as a cloud-hosted CRM to establish core sales and client management tooling. The implementation emphasized contact management, lead and opportunity tracking, sales pipeline management, activity and task tracking, and role-based reporting and dashboards. The deployment was structured as a cloud SaaS instance of Oracle NetSuite CRM with a lightweight multi-user architecture appropriate for a small professional services firm, including role-based access controls and a customized data model for financial advisor client records. Functional configuration included workflow automation for opportunity stage progression, standardized sales stages and data entry rules, and configurable dashboards for sales and client service functions. Governance centered on defined user roles, data hygiene processes and staged user enablement to align CRM usage across sales, client service, and operations teams.
Marketing Automation CRM 2015 2015
Fortis Advisors PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Twilio Legacy Twilio Sendgrid Transactional Email PaaS n/a 2021 2021
In 2021, Fortis Advisors implemented Twilio Sendgrid as their Transactional Email provider on their public website. The Twilio Sendgrid deployment is focused on handling website-driven transactional messaging for customer interactions and confirmation workflows, centralizing outbound email dispatch from the site. Configuration uses Twilio Sendgrid transactional capabilities including API or SMTP relay for message delivery, reusable templates for personalized content, and event webhooks for delivery, bounce, and engagement signaling. The implementation includes standard email authentication and deliverability controls such as SPF and DKIM to preserve sender reputation and ensure inbox placement for transactional messages. The integration surface is the corporate website where form submissions and account-related flows trigger Twilio Sendgrid outbound messages, and operational ownership is maintained by Fortis Advisors internal staff given the company size. Governance focuses on template management, webhook monitoring, and credential stewardship to sustain stable transactional email operations under the Transactional Email category.
Fortis Advisors IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2012 2012

IT Decision Makers and Key Stakeholders at Fortis Advisors

First Name Last Name Title Function Department Email Phone
CEO, Founder and Managing Director Director Finance
Director of Marketing Director Marketing
Director of Finance Director Finance
Show All Contacts

Apps Being Evaluated by Fortis Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Fortis Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Fortis Advisors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Fortis Advisors Technographics
Fortis Advisors is a Banking and Financial Services organization based in United States, with around 16 employees and annual revenues of $2.0 million.
Fortis Advisors operates a diverse technology stack with applications such as Microsoft 365, Oracle NetSuite CRM and Twilio Sendgrid, covering areas like Collaboration, CRM and Transactional Email.
Fortis Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Oracle and Twilio.
Fortis Advisors recently adopted applications including Twilio Sendgrid in 2021, Microsoft 365 in 2015 and Salesforce Pardot in 2015, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Fortis Advisors’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Fortis Advisors’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 Fortis Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.