AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Independent Financial Partners Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
GoDaddy Legacy GoDaddy Application Hosting and Computing Services IaaS n/a 2021 2021
Content Delivery Network IaaS 2020 2020
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
AdvisorEngine Legacy AdvisorEngine CRM Customer Experience CRM n/a 2019 2019
Digital Advertising Platform CRM 2020 2020
Marketing Automation CRM 2016 2016
ERP Financial Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
ERP Financial ERP Financial Management 2017 2017
TRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Governance, Risk and Compliance TRM 2020 2020
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Portfolio and Investment Management Investment Management 2019 2021
Portfolio and Investment Performance and Planning Investment Management 2019 2021
Portfolio and Investment Performance and Planning Investment Management 2021 2021
IT Decision Makers and Key Stakeholders at Independent Financial Partners
First Name Last Name Title Function Department Email Phone
No data found
Apps Being Evaluated by Independent Financial Partners Executives
Date Company Status Vendor Product Category Market
No data found
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 GoDaddy, Microsoft 365 and AdvisorEngine CRM, covering areas like Application Hosting and Computing Services, 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 GoDaddy, Microsoft and AdvisorEngine.

Independent Financial Partners recently adopted applications including GoDaddy in 2021, AdvisorEngine Portfolio Management Performance Reporting in 2021 and Cloudflare CDN 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.