Farmington, 6032, CT,
United States
Mjp Wealth Advisors Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Mjp Wealth Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 14 Mjp Wealth Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Mjp Wealth Advisors has purchased the following applications: AdvisorEngine CRM for Customer Experience in 2018, AdvisorEngine Digital Onboarding for Investor Onboarding 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 Mjp Wealth Advisors is running and its propensity to invest more and deepen its relationship with 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 Mjp Wealth Advisors revenues, which have grown to $12.0 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 Mjp Wealth Advisors 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 |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| AdvisorEngine | Legacy | AdvisorEngine CRM | Customer Experience | CRM | n/a | 2018 | 2018 |
Investment Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| AdvisorEngine | Legacy | AdvisorEngine Digital Onboarding | Investor Onboarding | Investment Management | n/a | 2024 | 2024 |
|
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|
|
Portfolio and Investment Performance and Planning | Investment Management |
|
2019 | 2019 |
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Portfolio and Investment Performance and Planning | Investment Management |
|
2021 | 2021 |
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||