San Mateo, 94402-2676, CA,
United States
Freedom Financial Asset Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Freedom Financial Asset Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Freedom Financial Asset Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Freedom Financial Asset Management has purchased the following applications: Priority CFTPay, formerly Finxera for Payment Processing in 2016, Microsoft 365 for Collaboration in 2015, DocuSign eSignature for Digital Signing 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 Freedom Financial Asset Management is running and its propensity to invest more and deepen its relationship with Priority Commerce , Microsoft , 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 Freedom Financial Asset Management 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 Freedom Financial Asset Management 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Priority Commerce | Legacy | Priority CFTPay, formerly Finxera | Payment Processing | ERP Financial Management | n/a | 2016 | 2016 |
In 2016, Freedom Financial Asset Management implemented Priority CFTPay, formerly Finxera, in the Payment Processing category to provision FDIC insured dedicated special purpose accounts for its U.S. debt settlement clients. The deployment establishes Priority CFTPay as the primary payment processing layer for client deposits and creditor disbursements, with the application providing FDIC insured account custody and transaction handling as referenced in Freedom's customer materials.
Functional configuration focuses on special purpose account administration and payment processing modules, inferred from Freedom's FAQ naming Crossroads Financial Technologies as the dedicated account provider. Priority CFTPay is configured to automate inbound client deposits, schedule and execute creditor payments, and maintain segregated account ledgers, aligning typical Payment Processing capabilities with fiduciary custody requirements.
Operational coverage is centered on U.S. debt settlement operations, impacting payment operations, client fund custody, settlement workflows, and client account disclosure practices. Governance and process changes include centralized reconciliation and payment orchestration to support transparency, with the implementation explicitly enabling improved transparency and automated deposits and creditor payments as described by the customer.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
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Web Content Management | Content Management |
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2022 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2011 | 2011 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2011 | 2011 |
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Marketing Analytics | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2013 | 2013 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2020 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2018 | 2018 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2018 | 2018 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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| Date | Company | Status | Vendor | Product | Category | Market |
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