Orbis Investment Advisory
28, Dorset Square,
London, NW1 6QG,
United Kingdom
London, NW1 6QG,
United Kingdom
44 20 7042-2000
Banking and Financial Services
Orbis Investment Advisory Technographics
Orbis Investment Advisory Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Orbis Investment Advisory and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 132 Orbis Investment Advisory employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Orbis Investment Advisory has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, DocuSign eSignature for Digital Signing in 2022, Mouseflow for Marketing Analytics in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Orbis Investment Advisory is running and its propensity to invest more and deepen its relationship with Cisco Systems , Salesforce , DocuSign 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 Orbis Investment Advisory revenues, which have grown to $53.0 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 Orbis Investment Advisory 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.
Orbis Investment Advisory Tech Stack and Enterprise Applications
Orbis Investment Advisory Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018, Orbis Investment Advisory implemented Cisco Webex Meetings on its public website, deploying the Cisco Webex Meetings application as its Audio Video and Web Conferencing platform. The deployment places the Webex Meetings client at the front end of client interaction flows to support browser based and client based meeting joins from the Orbis site.
Cisco Webex Meetings is configured to provide standard Audio Video and Web Conferencing capabilities including scheduled meeting orchestration, browser joining, video and audio conferencing, screen sharing, and session recording. The implementation uses embedded meeting join flows and scheduling widgets on the corporate site to simplify client access, while maintaining branded meeting entry points tied to corporate meeting schedules.
The architecture follows a cloud hosted Webex Meetings model with support for both native clients and in browser connections, enabling remote investor meetings and internal collaboration across investment, distribution, and operations functions within Orbis UK operations. Integrations are focused on website embedding and meeting access controls rather than on premise conferencing infrastructure, aligning the user experience between public client pages and internal scheduling.
Governance is implemented through centralized administration of user accounts, meeting policies, and recording retention controls, with meeting administration and role based access used to enforce participant controls and compliance workflows. The Orbis deployment of Cisco Webex Meetings emphasizes centralized policy management and web integrated access for client facing and internal conferencing use cases.
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Collaboration | Collaboration |
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2022 | 2022 |
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Orbis Investment Advisory Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022, Orbis Investment Advisory implemented DocuSign eSignature as a Digital Signing capability on its public website to capture client authorizations and execute agreements. The deployment centers on an embedded web signing experience that exposes DocuSign eSignature forms to external clients and advisors through document flows hosted on the site.
Configuration work emphasized reusable templates, signer routing, and audit trail features native to DocuSign eSignature, enabling prebuilt agreement templates and role based signing order. Standard Digital Signing functional modules including identity verification controls, tamper evident certification, and document lifecycle status were applied to automate signature capture and structured record keeping.
Operational coverage is focused on client facing workflows on the Orbis website, supporting legal, compliance, and client services functions that require executed agreements. Governance considerations documented envelope level metadata, retained audit logs, and access controls mapped to internal process owners to maintain signature validity and regulatory traceability.
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Orbis Investment Advisory CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Mouseflow | Legacy | Mouseflow | Marketing Analytics | CRM | n/a | 2020 | 2020 |
In 2020, Orbis Investment Advisory implemented Mouseflow for Marketing Analytics on its public website, instrumenting site pages to capture behavioral data for marketing and digital analysis. The deployment used client-side embedding of the Mouseflow tracking script to record session-level interactions, enabling continuous capture of page views and user gestures across the corporate site.
Mouseflow was configured to support session replay, heatmaps, funnel tracking, and form analytics, applying category-standard capture of clicks, scroll depth, and mouse movement to diagnose on-page engagement. Configuration emphasized page-level segmentation and funnel definition to isolate prospect flows through content and account pages.
Operational ownership landed with marketing and digital teams who used Mouseflow session recordings and heatmaps to inform content prioritization and UX decisions, with workflows to surface recordings for review and follow up. Governance focused on access controls for recordings and incorporation of behavioral signals into existing campaign and content review processes without reference to other named analytics platforms.
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Orbis Investment Advisory ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Orbis Investment Advisory PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2017 | 2017 |
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Transactional Email | PaaS |
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2019 | 2019 |
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Orbis Investment Advisory IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Orbis Investment Advisory CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Orbis Investment Advisory
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Apps Being Evaluated by Orbis Investment Advisory Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Orbis Investment Advisory IT executives and key decision makers. This section highlights Orbis Investment Advisory's latest recorded technology evaluations, including Safeguard Global Managed Payroll for PEO (Professional Employer Organization) on 2025-11-14. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Orbis Investment Advisory digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-11-14 | Orbis Investment Advisory | Evaluated | Safeguard Global | Safeguard Global Managed Payroll | PEO (Professional Employer Organization) | Professional Services |
FAQ - APPS RUN THE WORLD Orbis Investment Advisory Technographics
Orbis Investment Advisory is a Banking and Financial Services organization based in United Kingdom,
with around 132 employees and annual revenues of $53.0 million.
Orbis Investment Advisory operates a diverse technology stack with applications such as
Cisco Webex Meetings, DocuSign eSignature and Mouseflow,
covering areas like Audio Video and Web Conferencing, Digital Signing and Marketing Analytics.
Orbis Investment Advisory has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cisco Systems, DocuSign and Mouseflow.
Orbis Investment Advisory recently adopted applications including
Slack Connect in 2022, DocuSign eSignature in 2022 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Orbis Investment Advisory’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Orbis Investment Advisory’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 Orbis Investment Advisory technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.