Independent Financial Partners
3030 N Rocky Point Dr W #700,
Tampa, 33607, FL,
United States
Tampa, 33607, FL,
United States
1 813-341-0960
Banking and Financial Services
Independent Financial Partners Technographics
Independent Financial Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Independent Financial Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 Independent Financial Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Independent Financial Partners has purchased the following applications: Acumatica Cloud ERP for ERP Financial in 2017, Microsoft 365 for Collaboration in 2016, AdvisorEngine CRM for Customer Experience in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Independent Financial Partners is running and its propensity to invest more and deepen its relationship with Acumatica , Microsoft , AdvisorEngine 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 Independent Financial Partners revenues, which have grown to $30.0 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 Independent Financial Partners 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.
Independent Financial Partners Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Acumatica | Legacy | Acumatica Cloud ERP | ERP Financial | ERP Financial Management | n/a | 2017 | 2017 |
In 2017, Independent Financial Partners implemented Acumatica Cloud ERP. The deployment targeted core finance functions and aligns with the ERP Financial category for the 300 employee United States firm, with Acumatica Cloud ERP adopted as the primary accounting software platform.
Configuration emphasized standard ERP Financial functional modules, including general ledger, accounts payable, accounts receivable, cash management, fixed asset tracking, and financial reporting. Workstreams concentrated on chart of accounts design, transaction automation, and role based security to support auditability and more consistent month end close workflows. The Acumatica Cloud ERP instance was configured to consolidate ledger activity and support the companys financial reporting and operational accounting requirements.
Operational coverage focused on the finance and accounting departments across its United States operations, with governance changes to standardize accounting processes and controls. Governance measures included centralized policies for transaction approval, role based access controls, and automation of recurring financial workflows to streamline accounting operations. The deployment positioned Acumatica Cloud ERP as the central financial system supporting Independent Financial Partners accounting function.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Independent Financial Partners deployed Microsoft 365 to establish a Collaboration platform for enterprise productivity and client-facing communications. Public web pages indicate Microsoft 365 is in use on their website, confirming a cloud-hosted Office productivity footprint tied to the firm’s external presence.
The Microsoft 365 implementation delivers core Collaboration capabilities including hosted email, document management with version control, real-time messaging and meeting functionality, and cloud-native office productivity applications to support coordinated workflows. Configuration signals align with centralized tenant administration, mailbox and document lifecycle policies, and endpoint synchronization to enable distributed advisor and support staff productivity.
Operational coverage is company-wide for the 300-employee firm, spanning advisory, operations and administrative functions within the United States. Governance appears organized around centralized administration and role-based access controls, with information governance and controlled external sharing practiced to meet financial services requirements.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AdvisorEngine | Legacy | AdvisorEngine CRM | Customer Experience | CRM | n/a | 2019 | 2019 |
In 2019 Independent Financial Partners implemented AdvisorEngine CRM, a CRM application used to power a branded digital wealth platform for its advisor network in the United States. The deployment aimed to centralize advisor relationship data and streamline client-facing processes across the firm and its advisor channel.
AdvisorEngine CRM was configured to support core CRM workflows and paperless onboarding, and module usage is inferred from public descriptions to include proposal generation and custom client portals. Configuration work focused on data model design for households and accounts, form-driven onboarding workflows, and proposal templates to support advisor workflow automation.
Operational coverage targeted more than 200 IFP advisors across the United States, with the implementation impacting advisor relationship management, client onboarding operations, proposal generation activities, and client portal servicing. The rollout emphasized advisor workflow enablement and consistent client record handling to support day to day advisory functions.
Governance adjustments accompanied the technical rollout, with process standardization around onboarding and advisor access to branded client portals, and configuration controls instituted for CRM data quality and proposal templates. The implementation delivered a more scalable client experience as reported by the firm, while preserving a branded digital wealth platform for its advisor network.
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2019 | 2021 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2019 | 2021 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2021 | 2021 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Independent Financial Partners
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Independent Financial Partners Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Independent Financial Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Independent Financial Partners digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Independent Financial Partners Technographics
Independent Financial Partners is a Banking and Financial Services organization based in United States,
with around 300 employees and annual revenues of $30.0 million.
Independent Financial Partners operates a diverse technology stack with applications such as
Acumatica Cloud ERP, Microsoft 365 and AdvisorEngine CRM,
covering areas like ERP Financial, Collaboration and Customer Experience.
Independent Financial Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Acumatica, Microsoft and AdvisorEngine.
Independent Financial Partners recently adopted applications including
AdvisorEngine Portfolio Management Performance Reporting in 2021, GoDaddy in 2021 and AdRoll in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Independent Financial Partners’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Independent Financial Partners’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 Independent Financial Partners technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.