Parsippany, 07054-1120, NJ,
United States
Krasney Financial Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Krasney Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Krasney Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Krasney Financial has purchased the following applications: Microsoft 365 for Collaboration in 2015, Orion Advisor Tech Financial Planning for Portfolio and Investment Performance and Planning in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Krasney Financial is running and its propensity to invest more and deepen its relationship with Microsoft , Orion Advisor Solutions 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 Krasney Financial 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 Krasney Financial 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Orion Advisor Solutions | Legacy | Orion Advisor Tech Financial Planning | Portfolio and Investment Performance and Planning | Investment Management | n/a | 2023 | 2023 |
In 2023 Krasney Financial implemented Orion Advisor Tech Financial Planning as its centralized financial planning and reporting hub. Krasney Financial uses Orion Advisor Technology to connect portfolio accounting, reporting and client-facing planning workflows within its United States wealth and advisory operations.
The deployment centers on Orion Planning for client financial planning, coupled with the vendor's portfolio accounting and reporting capabilities to unify planning inputs and performance outputs. Configuration emphasized integrated plan modeling and client-facing plan delivery, aligning financial planning data with portfolio accounting records and consolidated performance reports.
Integrations were organized around Orion Advisor Technology as the system of record, linking portfolio accounting feeds to reporting and planning workflows rather than introducing additional external platforms. Operational coverage includes firm level advisory, portfolio management, and client service functions at Krasney Financial, supporting adviser workflows and client meeting preparation.
Governance was oriented to a centralized hub model with consolidated data stewardship and shared planning templates to standardize advisory processes and client reporting. The implementation aimed to drive growth and improved client experiences through tighter integration of planning and reporting, and by providing advisers with a single platform for portfolio and planning conversations.
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