St Peter Port, GY1 3JX,
Guernsey
Liberum Wealth Guernsey Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Liberum Wealth Guernsey and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Liberum Wealth Guernsey employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Liberum Wealth Guernsey has purchased the following applications: Google Tag Manager for Tag Management in 2020, Axia Suite for Asset and Wealth Management in 2023, Twilio Sendgrid for Transactional Email in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Liberum Wealth Guernsey is running and its propensity to invest more and deepen its relationship with Google , Profile Software , Twilio 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 Liberum Wealth Guernsey revenues, which have grown to $10.0 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 Liberum Wealth Guernsey 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.
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Tag Manager | Tag Management | CRM | n/a | 2020 | 2020 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Profile Software | Legacy | Axia Suite | Asset and Wealth Management | Investment Management | n/a | 2023 | 2023 |
In 2023, Liberum Wealth Guernsey implemented Axia Suite from Profile Software, deploying the Axia Custody capability to advance custody and execution operations. The Axia Suite implementation supports Asset and Wealth Management functions across Liberum Wealth Guernsey and the firm’s UK operations, concentrating on custody/process finance workflows and client servicing on a single platform.
Profile Software delivered a single-platform custody capability that centralized custody and execution processing, and the deployment emphasized enhanced flexibility, compliance and risk controls within custody operations. Functional configuration focused on custody lifecycle workflows and execution processing orchestration consistent with Asset and Wealth Management custody capabilities, aligning operational control and reconciliation practices under Axia Suite.
Profile Software reported the solution had gone live by the announcement date, and operational scope covered custody and execution operations across the Guernsey and UK footprint. Governance adjustments were applied to leverage Axia Custody controls for compliance monitoring and risk oversight, with process changes targeted at improving client servicing and operational control in the custody and process finance area.
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Sendgrid | Transactional Email | PaaS | n/a | 2024 | 2024 |
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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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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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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2018 | 2018 |
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Content Delivery Network | IaaS |
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2024 | 2024 |
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Domain Name System (DNS) | IaaS |
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2017 | 2017 |
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Domain Name System (DNS) | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Security (AppSec) | CyberSecurity |
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2024 | 2024 |
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Identity and Access Management (IAM) | CyberSecurity |
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2024 | 2024 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2022 | 2022 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2019 | 2019 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2019 | 2019 |
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| First Name | Last Name | Title | Function | Department | Phone | |
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| Date | Company | Status | Vendor | Product | Category | Market |
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