AI Buyer Insights:

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● 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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● 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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

Heritage Wealth Architects
Location
408 Saint Peter Street Ste 444,
Saint Paul, 55102-1119, MN,
United States
Website
https://www.heritagewealtharchitects.com/
Phone
1 651-289-6444
Artw industry
Professional Services
Employee
Revenue

Heritage Wealth Architects Technographics

Heritage Wealth Architects Technographics, Software Purchases, AI and Digital Transformation Initiatives

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

During our research, we have identified that Heritage Wealth Architects has purchased the following applications: Microsoft 365 for Collaboration in 2017, FinFolio Client Portal for CRM and Investor Relationship Management in 2016, Securence for Transactional Email in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Heritage Wealth Architects is running and its propensity to invest more and deepen its relationship with Microsoft , GoDaddy , FinFolio 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 Heritage Wealth Architects 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 Heritage Wealth Architects 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.

Heritage Wealth Architects Tech Stack and Enterprise Applications

Heritage Wealth Architects Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
In 2017, Heritage Wealth Architects implemented Microsoft 365 for Collaboration. The two person United States professional services firm deployed Microsoft 365 as a cloud SaaS to centralize email, document storage, and collaborative workflows. Microsoft 365 is used on their website as part of published content and client engagement touchpoints. Configuration emphasized core Collaboration capabilities, including mailbox management, cloud document libraries, and real time collaboration tools consistent with the Collaboration category. Operational scope spans internal business functions such as client communications and document management, and extends to external website content surfaced via Microsoft 365. Governance is consistent with a very small firm, centralized under a single administrator for user provisioning and access control, simplifying policy and rollout for the full user base.
Collaboration Collaboration 2022 2022
Heritage Wealth Architects Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
FinFolio Legacy FinFolio Client Portal CRM and Investor Relationship Management Investment Management n/a 2016 2016
In 2016, Heritage Wealth Architects implemented FinFolio Client Portal. The FinFolio Client Portal was provisioned to support portfolio management, investor reporting and billing within CRM and Investor Relationship Management for the firm’s U.S. RIA operations. Implementation focused on core FinFolio capabilities, with explicit configuration for portfolio management, investor reporting and billing modules. Client portal and CRM and investor relations usage is reflected through the bundled client-facing portal and reporting features of FinFolio Client Portal, providing investor statement delivery and consolidated reporting workflows. Deployment used a cloud-oriented model and included outsourced reconciliation services noted in the vendor announcement, aligning reconciliation and reporting processes into a centralized operational flow for the U.S. advisory practice. Integrations with custodial feeds or downstream accounting systems are not specified in the source and are not asserted here. Governance centered on automating reporting pipelines and standardizing billing workflows to support advisor operations, with rollout scoped to the firm’s investment management and investor servicing functions. The press release highlights cloud-based outsourced reconciliation and streamlined reporting as outcomes of the FinFolio Client Portal deployment.
Heritage Wealth Architects PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
US Internet Corp Legacy Securence Transactional Email PaaS n/a 2022 2022
In 2022, Heritage Wealth Architects implemented Securence for Transactional Email on its public website. The two-person United States professional services firm uses Securence to instrument site-triggered messaging, including client intake form confirmations and administrative notifications tied to web interactions. Securence is configured as the website's transactional email layer, employing standard transactional capabilities such as SMTP relay and API-based send patterns, templated message management, and bounce and delivery handling to support automated notifications. Integration scope is focused on the website and client communications workflows, with lightweight operational governance and manual oversight of outbound templates by firm principals to control messaging and sender identity.
Heritage Wealth Architects IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2018 2018

IT Decision Makers and Key Stakeholders at Heritage Wealth Architects

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Heritage Wealth Architects Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Heritage Wealth Architects IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Heritage Wealth Architects digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Heritage Wealth Architects Technographics
Heritage Wealth Architects is a Professional Services organization based in United States, with around 2 employees and annual revenues of $1.0 million.
Heritage Wealth Architects operates a diverse technology stack with applications such as Microsoft 365, FinFolio Client Portal and Securence, covering areas like Collaboration, CRM and Investor Relationship Management and Transactional Email.
Heritage Wealth Architects has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, FinFolio and US Internet Corp.
Heritage Wealth Architects recently adopted applications including GoDaddy Webmail in 2022, Securence in 2022 and GoDaddy in 2018, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Heritage Wealth Architects’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Heritage Wealth Architects’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 Heritage Wealth Architects technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.