AI Buyer Insights:

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

● 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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

● 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

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

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

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

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

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

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

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

Private Advisor Group
Location
65 Madison Avenue Ste 300,
Morristown, 07960-7368, NJ,
United States
Website
https://www.privateadvisorgroup.com/
Phone
1 973-867-1335
Artw industry
Professional Services
Employee
Revenue

Private Advisor Group Technographics

Private Advisor Group Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Private Advisor Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 14 Private Advisor Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Private Advisor Group has purchased the following applications: Slack Connect for Collaboration in 2022, Salesforce Pardot for Marketing Automation in 2016, Orion Portfolio Construction for Portfolio and Investment Management in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Private Advisor Group is running and its propensity to invest more and deepen its relationship with Salesforce , MailerLite , 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 Private Advisor Group revenues, which have grown to $2.0 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 Private Advisor Group 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.

Private Advisor Group Tech Stack and Enterprise Applications

Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Slack Connect Collaboration Collaboration n/a 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Salesforce Pardot Marketing Automation CRM n/a 2016 2016
Marketing Automation CRM 2020 2020
Marketing Automation CRM 2022 2022
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2020 2020
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Orion Advisor Solutions Legacy Orion Portfolio Construction Portfolio and Investment Management Investment Management n/a 2022 2022
In 2022, Private Advisor Group implemented Orion Portfolio Construction integrated with Orion Custom Indexing into its WealthSuite investment platform. This deployment uses Orion Portfolio Construction within the Portfolio and Investment Management category to deliver direct indexing, tax loss harvesting, and personalized portfolio construction capabilities for advisors. The implementation leverages Orion Portfolio Solutions and Portfolio Construction capabilities to configure direct indexing strategies, automate tax loss harvesting workflows, and support portfolio level customization consistent with wealth management operational workflows. Functional modules implemented include direct indexing orchestration, tax management automation, and customizable portfolio templates used by advisor teams. Integration work was completed as WealthSuite launched in October 2022, with operational coverage focused on finance and investment management functions in the United States and advisor facing service and recruitment initiatives. Governance emphasized configuration controls for tax management and scalability within WealthSuite, and stated outcomes included improving tax management and scalability while strengthening advisor service and recruitment.
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2020 2020
Transactional Email PaaS 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Content Delivery Network IaaS 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2014 2014

IT Decision Makers and Key Stakeholders at Private Advisor Group

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Private Advisor Group Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Private Advisor Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Private Advisor Group digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Private Advisor Group Technographics
Private Advisor Group is a Professional Services organization based in United States, with around 14 employees and annual revenues of $2.0 million.
Private Advisor Group operates a diverse technology stack with applications such as Slack Connect, Salesforce Pardot and Orion Portfolio Construction, covering areas like Collaboration, Marketing Automation and Portfolio and Investment Management.
Private Advisor Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Salesforce and Orion Advisor Solutions.
Private Advisor Group recently adopted applications including Slack Connect in 2022, MailerLite in 2022 and Orion Portfolio Construction in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Private Advisor Group’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Private Advisor Group’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 Private Advisor Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.