McLean, 22102, VA,
United States
GCC Family Wealth Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by GCC Family Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 GCC Family Wealth 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 GCC Family Wealth Management has purchased the following applications: AssetMark Adhesion Wealth Cash Management for Portfolio and Investment Management in 2009 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems GCC Family Wealth Management is running and its propensity to invest more and deepen its relationship with AssetMark 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 GCC Family Wealth Management revenues, which have grown to $5.0 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 GCC Family Wealth 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.
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| AssetMark | Legacy | AssetMark Adhesion Wealth Cash Management | Portfolio and Investment Management | Investment Management | n/a | 2009 | 2009 | In 2009, GCC Family Wealth Management implemented AssetMark Adhesion Wealth Cash Management as its managed-account/WealthADV platform to support national expansion and to scale outsourced investment operations. The deployment targeted the multi-family office business within the Galen Capital group, and positioned AssetMark Adhesion Wealth Cash Management as the central platform for account administration and client-level reporting. The implementation focused on performance reporting, managed-account administration, and back- and middle-office support, aligning the AssetMark Adhesion Wealth Cash Management functional footprint with investment operations and client reporting workflows. Configuration work concentrated on managed-account lifecycle handling and performance reporting modules, with inferred operational capabilities for account-level cash management and reconciliation that are typical for a managed-account/WealthADV platform. Operationally the rollout extended across U.S. offices to centralize outsourced investment operations and standardize reporting across sites. Governance emphasized centralized operational oversight for investment operations and a consistent reporting cadence to support national expansion, while day-to-day business functions impacted included investment operations, client reporting, and middle-office administration. |
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