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Mjp Wealth Advisors
Location
74 Batterson Park Road, Suite 103,
Farmington, 6032, CT,
United States
Website
https://www.mjpwealthadvisors.com/
Phone
1 860-677-7755
Artw industry
Banking and Financial Services
Employee
Revenue

Mjp Wealth Advisors Technographics

Mjp Wealth Advisors Software Purchases and Digital Transformation Initiatives

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: Embedly for Content Management in 2022, AdvisorEngine CRM for Customer Experience in 2018, SS&C Advent Black Diamond for Asset and Wealth Management in 2022 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 Embedly , AdvisorEngine , SS&C Technologies 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.

Mjp Wealth Advisors Data, Technology Stack, and Enterprise Applications
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Embedly Legacy Embedly Content Management Content Management n/a 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
AdvisorEngine Legacy AdvisorEngine CRM Customer Experience CRM n/a 2018 2018
In 2018, Mjp Wealth Advisors implemented AdvisorEngine CRM to launch MJP Online Advisory Services and to streamline client-facing technology across its United States operations. The deployment centered on AdvisorEngine CRM and its digital onboarding and robo-advisory capabilities, with a primary objective to automate onboarding and scale client servicing for a small advisory firm structure. The implementation configured AdvisorEngine CRM as the central CRM, with explicit activation of digital onboarding modules and robo-advisory engines to support automated client lifecycle workflows. Configuration work emphasized onboarding workflow automation, client profile and account provisioning, and advisor-facing service orchestration consistent with CRM functional patterns. AdvisorEngine’s implementation and training teams supported the deployment and user onboarding, and the rollout covered advisory operations, client service teams, and digital client intake processes within the United States. There are no named third-party integrations documented in the available notes, the work focused on embedding AdvisorEngine CRM and onboarding modules into day-to-day advisory operations. Governance was operationalized through vendor-led training and deployment support, and the vendor case study describes improved onboarding, increased automation, and scalable client servicing enabled by the AdvisorEngine CRM and onboarding modules. The project narrative positions Mjp Wealth Advisors AdvisorEngine CRM CRM implementation as a consolidation of client intake, advisory servicing, and automated onboarding workflows.
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Technologies Legacy SS&C Advent Black Diamond Asset and Wealth Management Investment Management n/a 2022 2022
Investor Onboarding Investment Management 2024 2024
Portfolio and Investment Performance and Planning Investment Management 2019 2019
Portfolio and Investment Performance and Planning Investment Management 2021 2021
IT Decision Makers and Key Stakeholders at Mjp Wealth Advisors
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Mjp Wealth Advisors Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Mjp Wealth Advisors Technographics

Mjp Wealth Advisors is a Banking and Financial Services organization based in United States, with around 14 employees and annual revenues of $12.0 million.

Mjp Wealth Advisors operates a diverse technology stack with applications such as Embedly, AdvisorEngine CRM and SS&C Advent Black Diamond, covering areas like Content Management, Customer Experience and Asset and Wealth Management.

Mjp Wealth Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Embedly, AdvisorEngine and SS&C Technologies.

Mjp Wealth Advisors recently adopted applications including AdvisorEngine Digital Onboarding in 2024, Embedly in 2022 and SS&C Advent Black Diamond in 2022, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Mjp Wealth Advisors’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Mjp Wealth Advisors’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 Mjp Wealth Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.