Chicago, 60606, IL,
United States
HighTower Advisors Technographics
HighTower Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by HighTower Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 HighTower Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that HighTower Advisors has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2017, DocuSign eSignature for Digital Signing in 2021, Alchemer Survey for Customer Experience in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems HighTower Advisors is running and its propensity to invest more and deepen its relationship with Cisco Systems , Zoom Video Communications , Microsoft 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 HighTower Advisors revenues, which have grown to $200.0 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 HighTower Advisors 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.
HighTower Advisors Tech Stack and Enterprise Applications
HighTower Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, HighTower Advisors deployed Cisco Webex Meetings on their website as a customer-facing conferencing capability. Cisco Webex Meetings is implemented under the Audio Video and Web Conferencing category and is exposed via the public site to initiate client sessions and scheduled meetings.
The implementation leverages Cisco Webex Meetings cloud-delivered conferencing capabilities to support video conferencing, enterprise audio bridging, screen sharing, meeting recording and attendee management. Functional configuration focuses on web-embedded meeting initiation, browser-based join flows and scheduling workflows consistent with Audio Video and Web Conferencing use cases.
Operational coverage emphasizes client-facing advisory teams and internal collaboration across the professional services organization, enabling remote client briefings and cross-office coordination. Governance aligns to centralized administration of user access and meeting policies using Cisco Webex Meetings administrative controls, and the rollout concentrates on embedding meeting flows on the website to streamline direct client access.
|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2020 | 2020 |
|
|
|
|
|
Collaboration | Collaboration |
|
2020 | 2020 |
|
|
|
|
|
Collaboration | Collaboration |
|
2017 | 2017 |
|
HighTower Advisors 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 |
In 2021, HighTower Advisors deployed DocuSign eSignature as their Digital Signing solution on their public website. DocuSign eSignature is embedded into site pages to capture client approvals and signatures for advisor-client engagement documents and onboarding workflows. The implementation emphasizes web-based embedded signing flows and signer authentication to maintain an auditable signature trail.
Configuration uses DocuSign eSignature templating, recipient routing, and audit log capabilities to standardize documents and automate signature sequencing. Signed assets are surfaced to internal advisory and operations teams via the website integration, supporting downstream document processing and record retention workflows. Governance appears focused on template control and signer authentication policies consistent with Digital Signing use cases, with the deployment scoped to the United States.
|
|
|
|
|
Web Content Management | Content Management |
|
2020 | 2020 |
|
HighTower Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Alchemer | Legacy | Alchemer Survey | Customer Experience | CRM | n/a | 2017 | 2017 |
In 2017, HighTower Advisors implemented Alchemer Survey. Alchemer Survey is deployed on the HighTower Advisors website as a Customer Experience application to capture client feedback and engagement signals during digital touchpoints.
The deployment is web-embedded survey instrumentation served through the public site, providing standard Customer Experience capabilities such as configurable survey forms, conditional question logic, response capture, and built-in reporting and export capabilities. Alchemer Survey is configured to support form-driven data collection workflows and survey page rendering within the site front end.
Operational scope centers on client experience and marketing workflows, with surveys placed on contact flows, event registration pages, and client-facing content to gather satisfaction and prospect intent data. The implementation aligns the Alchemer Survey application with advisor engagement and client relationship management activities, providing structured feedback capture across digital touchpoints.
Governance and administration are organized around centralized template management, role-based access to response data, and iterative content updates managed by marketing and client experience owners. Configuration and content control ensure consistent survey logic and question taxonomies for enterprise reporting within the Customer Experience domain.
|
|
|
|
|
Marketing Automation | CRM |
|
2016 | 2016 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2019 | 2019 |
|
HighTower Advisors PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2018 | 2018 |
|
|
|
|
|
Transactional Email | PaaS |
|
2020 | 2020 |
|
HighTower Advisors IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2013 | 2013 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2022 | 2022 |
|
|
|
|
|
Cloud Storage | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2022 | 2022 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Digital Workspace | IaaS |
|
2021 | 2021 |
|
HighTower Advisors CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2012 | 2012 |
|
IT Decision Makers and Key Stakeholders at HighTower Advisors
Apps Being Evaluated by HighTower Advisors Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||