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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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Portfolio Solutions
Location
418 North Main Street, Suite 220,
Royal Oak, 48067, MI,
United States
Website
https://www.portfoliosolutions.com/
Phone
1 248-689-1550
Artw industry
Banking and Financial Services
Employee
Revenue

Portfolio Solutions Technographics

Portfolio Solutions Software Purchases and Digital Transformation Initiatives

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

During our research, we have identified that Portfolio Solutions has purchased the following applications: Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2015, SS&C Advent Black Diamond for Asset and Wealth Management in 2014, Zoom for Audio Video and Web Conferencing in 2021 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Portfolio Solutions is running and its propensity to invest more and deepen its relationship with Microsoft , Amazon Web Services (AWS) , easyDNS 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 Portfolio Solutions revenues, which have grown to $3.0 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 Portfolio Solutions 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.

Portfolio Solutions Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2015 2015
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2019 2019
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
SS&C Technologies Legacy SS&C Advent Black Diamond Asset and Wealth Management Investment Management n/a 2014 2014
CRM and Investor Relationship Management Investment Management 2019 2019
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2021 2021
Collaboration Collaboration 2015 2015
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Digital Signing Content Management 2018 2018
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2013 2013
Marketing Automation CRM 2017 2017
IT Decision Makers and Key Stakeholders at Portfolio Solutions
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Portfolio Solutions Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Portfolio Solutions Technographics

Portfolio Solutions is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $3.0 million.

Portfolio Solutions operates a diverse technology stack with applications such as Microsoft Azure Cloud Services, SS&C Advent Black Diamond and Zoom, covering areas like Application Hosting and Computing Services, Asset and Wealth Management and Audio Video and Web Conferencing.

Portfolio Solutions has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, SS&C Technologies and Zoom Video Communications.

Portfolio Solutions recently adopted applications including easyMail Hosted IMAP in 2022, Zoom in 2021 and Crazy Egg in 2021, highlighting its ongoing modernization strategy.

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

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