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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 Software Purchases 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 Data, Technology Stack, and Enterprise Applications
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
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
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.
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2013 2013
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
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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Show All Contacts
Apps Being Evaluated by Morrison & Associates Wealth Management United States Executives
Date Company Status Vendor Product Category Market
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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.