Los Angeles, CA, 91361,
United States
Manchester Financial Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Manchester 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 Manchester 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 Manchester Financial has purchased the following applications: RedHorse Business Manager for Business Process Management in 2015, Zoom for Audio Video and Web Conferencing in 2020, Drupal CMS for Web Content Management in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Manchester Financial is running and its propensity to invest more and deepen its relationship with RedHorse Systems , Zoom Video Communications , Google 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 Manchester 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 Manchester 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.
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| RedHorse Systems | Legacy | RedHorse Business Manager | Business Process Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, Manchester Financial implemented RedHorse Business Manager, a Business Process Management application, to centralize client relationship management and workflow automation for its advisory operations in the United States. The deployment targeted a 19-person advisory firm environment, focusing on operational consistency across client onboarding, ongoing client servicing, and advisory workflows.
RedHorse Business Manager was configured to deliver core Business Process Management capabilities including configurable workflow orchestration, case management for client records, and automated task routing aligned with small-firm operational models. Configuration emphasized role based access controls and forms driven process templates to support compliance and repeatable advisory procedures.
The implementation included integrations with accounting tools, reportedly including QuickBooks integration, to synchronize client financial data with advisory workflows and back office accounting processes. Operational coverage spanned client facing advisory teams and back office accounting functions within the US entity, and governance introduced documented process ownership and a staged rollout of workflow templates. Manchester Financial reported improved data accuracy and operational efficiency following the deployment.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
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Collaboration | Collaboration |
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2014 | 2014 |
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Collaboration | Collaboration |
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2016 | 2016 |
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Online Meeting Scheduling | Collaboration |
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2024 | 2024 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drupal | Legacy | Drupal CMS | Web Content Management | Content Management | n/a | 2018 | 2018 |
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Web Content Management | Content Management |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2015 | 2015 |
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CRM | CRM |
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2019 | 2019 |
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Customer Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2019 | 2019 |
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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 | 2019 |
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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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2025 | 2025 |
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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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2018 | 2018 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Domain Name System (DNS) | IaaS |
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2016 | 2016 |
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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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2020 | 2020 |
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Identity and Access Management (IAM) | 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 Sockets Layer (SSL) | CyberSecurity |
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2018 | 2018 |
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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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