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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

● 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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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 Software Purchases 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 Data, Technology Stack, and Enterprise Applications
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
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe ColdFusion Apps Development PaaS n/a 2019 2019
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
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
No data found
Show All Contacts
Apps Being Evaluated by Foundation Financial Planning Executives
Date Company Status Vendor Product Category Market
No data found
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.