AI Buyer Insights:

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Foundation Financial Planning
Location
11375 Robinson Dr Ste 210,
Minneapolis, 55433-2699, MN,
United States
Website
https://www.ffpwealthmanagement.com/
Phone
1 763-231-2760
Artw industry
Banking and Financial Services
Employee
Revenue

Foundation Financial Planning Technographics

Foundation Financial Planning Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Foundation Financial Planning and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2 Foundation Financial Planning employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Foundation Financial Planning has purchased the following applications: AdvisorEngine CRM (ex. JunxureCRM Clientview) for CRM in 2006, Adobe ColdFusion for Apps Development in 2019, GoDaddy for Application Hosting and Computing Services in 2012 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Foundation Financial Planning is running and its propensity to invest more and deepen its relationship with AdvisorEngine , Microsoft , Adobe Systems 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 Foundation Financial Planning 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 Foundation Financial Planning 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.

Foundation Financial Planning Tech Stack and Enterprise Applications

Foundation Financial Planning CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
AdvisorEngine Legacy AdvisorEngine CRM (ex. JunxureCRM Clientview) CRM CRM n/a 2006 2006
In 2006, Foundation Financial Planning implemented AdvisorEngine CRM (ex. JunxureCRM Clientview) as a CRM/process automation deployment in the United States. The AdvisorEngine CRM implementation centralized contacts, tasks and calendars and enabled hosted remote access to support team communication and client service. The deployment configured core CRM contact management, task automation and calendar synchronization, and incorporated PortfolioCenter imports to consolidate portfolio data into unified client records. The architecture used a hosted remote access model to provide advisors in Minneapolis, Minnesota with offsite connectivity and a single client view. Operational scope emphasized advisory operations and client service workflows within the firm, streamlining scheduling, task assignment and client record reconciliation. Rollout completed in August 2006 and produced improved team communication and client service as documented in the firm’s Junxure/AdvisorEngine case study.
Digital Advertising Platform CRM 2019 2019
Foundation Financial Planning PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe ColdFusion Apps Development PaaS n/a 2019 2019
In 2019, Foundation Financial Planning deployed Adobe ColdFusion to power its public website. The implementation uses the Adobe ColdFusion runtime as an Apps Development platform to deliver server-side scripting, CFML templates, form processing, and session management for dynamic page rendering and site logic. Adobe ColdFusion is the central application layer for the firm’s web presence, hosting template-driven pages and server-side workflows that support client-facing content and online inquiries. Configuration and ongoing maintenance are managed by the firm’s internal staff, with application server configuration, template revisions, and update workflows maintained in-house. The deployment directly impacts business functions around client communications, online intake forms, and content publishing, and governance is structured to match the firm’s two person operational model, relying on internal change processes for updates and edits.
Foundation Financial Planning IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
GoDaddy Legacy GoDaddy Application Hosting and Computing Services IaaS n/a 2012 2012
In 2012, Foundation Financial Planning implemented GoDaddy for Application Hosting and Computing Services to provision and manage its corporate website and domain registration. The small United States advisory firm, with two employees, uses GoDaddy as the hosting platform for content delivery and public site availability. GoDaddy functions as the primary web server and DNS presence for the company website hosted at ffpwealthmanagement.com. Deployment centered on GoDaddy account provisioning, DNS management, and web hosting configuration, with control panel administration used for file management and SSL certificate provisioning. Operational responsibilities are retained internally, with staff maintaining site content and account credentials through the GoDaddy management console. The implementation aligns GoDaddy, the Application Hosting and Computing Services provider, with Foundation Financial Planning's customer facing website operations and online contact workflows.
Content Delivery Network IaaS 2022 2022

IT Decision Makers and Key Stakeholders at Foundation Financial Planning

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Foundation Financial Planning Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Foundation Financial Planning IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Foundation Financial Planning digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Foundation Financial Planning Technographics
Foundation Financial Planning is a Banking and Financial Services organization based in United States, with around 2 employees and annual revenues of $1.0 million.
Foundation Financial Planning operates a diverse technology stack with applications such as AdvisorEngine CRM (ex. JunxureCRM Clientview), Adobe ColdFusion and GoDaddy, covering areas like CRM, Apps Development and Application Hosting and Computing Services.
Foundation Financial Planning has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as AdvisorEngine, Adobe Systems and GoDaddy.
Foundation Financial Planning recently adopted applications including Cloudflare CDN in 2022, Xandr Invest (ex AppNexus DSP) in 2019 and Adobe ColdFusion in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Foundation Financial Planning’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Foundation Financial Planning’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 Foundation Financial Planning technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.