National Asset Advisors, LLC
4350 St. Andrews Rd Ste G,
Columbia, 29210, SC,
United States
Columbia, 29210, SC,
United States
1 866-313-8046
Construction and Real Estate
National Asset Advisors, LLC Technographics
National Asset Advisors, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by National Asset Advisors, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 National Asset Advisors, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that National Asset Advisors, LLC has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2015, Microsoft 365 for Collaboration in 2019, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems National Asset Advisors, LLC is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , 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 National Asset Advisors, LLC revenues, which have grown to $5.0 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 National Asset Advisors, LLC 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.
National Asset Advisors, LLC Tech Stack and Enterprise Applications
National Asset Advisors, LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2015 | 2015 |
In 2015, National Asset Advisors, LLC implemented Intuit Quickbooks Enterprise as its ERP Financial platform to manage escrow accounting and check disbursement workflows. Intuit Quickbooks Enterprise was applied to core accounting tasks to support the companys property escrow operations and routine financial processing.
The implementation focused on researching and reconciling escrow accounts for approximately 4,000 properties, work that required consolidating multiple spreadsheets and ongoing communication with County and City offices. Operational tasks explicitly included researching escrow balances, processing checks through QuickBooks, and making disbursements to customer accounts, aligning day to day accounting and property management activities with the application.
Configuration centered on standard ERP Financial capabilities including general ledger accounting, accounts payable and check processing, bank reconciliation, escrow ledger tracking, and reconciliation reporting. The deployment supported accounting and property management teams, formalized spreadsheet based workflows into QuickBooks driven reconciliation and disbursement processes, and instituted approval oriented procedures for escrow research and check issuance while maintaining direct interactions with local government offices as part of operations.
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National Asset Advisors, LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, National Asset Advisors, LLC implemented Microsoft 365 as its primary Collaboration platform. The deployment established a unified productivity and communications layer for the 50 person construction and real estate advisory firm operating in the United States.
Microsoft 365 was configured to deliver typical Collaboration capabilities including Exchange Online for corporate email, Microsoft Teams for meetings and chat, and SharePoint and OneDrive for document management and project collaboration. Tenant configuration patterns align with centralized account provisioning, group mailbox and team site setup, and cloud file synchronization to support office and remote work across the firm.
Public site metadata indicates Microsoft 365 is used on their website, signaling integration of Microsoft 365 content or services with customer facing web assets. Governance focused on centralized administration and standard collaboration workflows to manage access and sharing across business functions such as operations, project delivery, and finance.
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National Asset Advisors, LLC IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2019 | 2019 |
In 2019, National Asset Advisors, LLC implemented Microsoft Azure Cloud Services to host and operate their public website. Microsoft Azure Cloud Services is the designated Application Hosting and Computing Services platform for the corporate web estate, providing cloud-hosted web hosting, scalable compute, and managed runtime for site delivery. The deployment centralizes public-facing infrastructure on Azure and aligns hosting responsibilities with cloud service models. This configuration supports marketing and client engagement business functions for the construction and real estate firm.
Architecturally the implementation covers web server instances, object storage for static assets, and content delivery optimizations consistent with Application Hosting and Computing Services capabilities, with secure public endpoint configuration and identity and access controls for operational management. Operational scope is focused on the company website and associated externally facing services, with provisioning and lifecycle activities managed through cloud service management workflows by internal IT resources. Governance is oriented to site level rollout and ongoing cloud configuration, using standard cloud operational patterns for updates, certificate management, and access controls.
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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National Asset Advisors, LLC CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at National Asset Advisors, LLC
| First Name | Last Name | Title | Function | Department | Phone | |
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Principal/Vice President | Director | Finance | |
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Principal/President | Director | Finance | |
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Managing Director | Director | Finance | |
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Director of Accounting & Reporting | Director | Finance | |
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Apps Being Evaluated by National Asset Advisors, LLC Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from National Asset Advisors, LLC IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the National Asset Advisors, LLC digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD National Asset Advisors, LLC Technographics
National Asset Advisors, LLC is a Construction and Real Estate organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
National Asset Advisors, LLC operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Microsoft Azure Cloud Services,
covering areas like ERP Financial, Collaboration and Application Hosting and Computing Services.
National Asset Advisors, LLC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit and Microsoft.
National Asset Advisors, LLC recently adopted applications including
Google Cloud Platform (GCP) in 2021, GoDaddy in 2021 and GoDaddy CDN in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of National Asset Advisors, LLC’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates National Asset Advisors, LLC’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 National Asset Advisors, LLC technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.