AI Buyer Insights:

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

Morrison & Associates Wealth Management United States
Location
440 S 3rd St, Ste 202,
St. Charles, 60174, IL,
United States
Website
https://www.whattax.com/
Phone
1 630-762-8600
Artw industry
Banking and Financial Services
Employee
Revenue

Morrison & Associates Wealth Management United States Technographics

Morrison & Associates Wealth Management United States Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Morrison & Associates Wealth Management United States and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Morrison & Associates Wealth Management United States employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Morrison & Associates Wealth Management United States has purchased the following applications: Oracle Advertising (ex Oracle Data Cloud) for Customer Experience in 2014, New Relic APM for Application Performance Management in 2014, Quodd Xignite Data Coverage for Investment Research and Market Intelligence in 2014 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Morrison & Associates Wealth Management United States is running and its propensity to invest more and deepen its relationship with Oracle , Lotame , Resonate 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 Morrison & Associates Wealth Management United States 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 Morrison & Associates Wealth Management United States 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.

Morrison & Associates Wealth Management United States Tech Stack and Enterprise Applications

Morrison & Associates Wealth Management United States CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Advertising (ex Oracle Data Cloud) Customer Experience CRM n/a 2014 2014
Data Management Platform CRM 2014 2014
Data Management Platform CRM 2014 2014
Data Management Platform CRM 2014 2014
Data Management Platform CRM 2015 2015
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2015 2015
Listing Management CRM 2014 2014
Marketing Analytics CRM 2013 2013
Marketing Automation CRM 2014 2014
Marketing Automation CRM 2018 2018
Partner Relationship Management CRM 2001 2001
Morrison & Associates Wealth Management United States ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
New Relic Legacy New Relic APM Application Performance Management ITSM n/a 2014 2014
Morrison & Associates Wealth Management United States Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Quodd Legacy Quodd Xignite Data Coverage Investment Research and Market Intelligence Investment Management n/a 2014 2014
In 2014, Morrison & Associates Wealth Management implemented Quodd Xignite Data Coverage and deployed it as Investment Research and Market Intelligence on their website. The Quodd Xignite Data Coverage deployment focused on delivering market data and research content to the firm's public site and advisor-facing pages, using API-based feed ingestion and embedded widgets to present quotes, security coverage and research metadata. Implementation emphasized data normalization and coverage management consistent with Investment Research and Market Intelligence capabilities, enabling instrument lookup, symbol mapping and time series access for display and reporting. Operational scope was centered on the website and client engagement touchpoints, affecting marketing, advisor communications and client portal content workflows, with feed configuration and content update processes managed by internal operations and compliance.
Morrison & Associates Wealth Management United States PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2013 2013
Morrison & Associates Wealth Management United States IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Content Delivery Network IaaS 2014 2014
Content Delivery Network IaaS 2014 2014
Content Delivery Network IaaS 2015 2015
Content Delivery Network IaaS 2019 2019
Morrison & Associates Wealth Management United States CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DDoS Protection CyberSecurity 2019 2019
Secure Web Gateways (SWG) CyberSecurity 2013 2013

IT Decision Makers and Key Stakeholders at Morrison & Associates Wealth Management United States

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Morrison & Associates Wealth Management United States Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Morrison & Associates Wealth Management United States IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Morrison & Associates Wealth Management United States digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Morrison & Associates Wealth Management United States Technographics
Morrison & Associates Wealth Management United States is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Morrison & Associates Wealth Management United States operates a diverse technology stack with applications such as Oracle Advertising (ex Oracle Data Cloud), New Relic APM and Quodd Xignite Data Coverage, covering areas like Customer Experience, Application Performance Management and Investment Research and Market Intelligence.
Morrison & Associates Wealth Management United States has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, New Relic and Quodd.
Morrison & Associates Wealth Management United States recently adopted applications including Amazon CloudFront in 2019, F5 Defense.Net in 2019 and FMG Marketing PRO in 2018, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Morrison & Associates Wealth Management United States’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Morrison & Associates Wealth Management United States’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 Morrison & Associates Wealth Management United States technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.