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PWS Financial Consulting
Location
4th Floor Exchange Station Tithebarn Street,
Liverpool, L2 2QP,
United Kingdom
Website
https://www.pwsfc.co.uk/
Phone
44 15 1227-4792
Artw industry
Professional Services
Employee
Revenue

PWS Financial Consulting Technographics

PWS Financial Consulting Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by PWS Financial Consulting and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 PWS Financial Consulting employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that PWS Financial Consulting has purchased the following applications: Microsoft 365 for Collaboration in 2016, Timeline Portfolios for Portfolio and Investment Management in 2022, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2016 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems PWS Financial Consulting is running and its propensity to invest more and deepen its relationship with Microsoft , Timelineapp Tech , Fastly 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 PWS Financial Consulting 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 PWS Financial Consulting 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.

PWS Financial Consulting Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Timelineapp Tech Legacy Timeline Portfolios Portfolio and Investment Management Investment Management n/a 2022 2022
In 2022, PWS Financial Consulting implemented Timeline Portfolios as its Portfolio and Investment Management application to support investment model delivery and client-facing analytics within its UK financial planning practice, process area finance/investment management. The vendor testimonial by Nick Grogan and Timelineapp Tech product information indicate Timeline Portfolios is used to operationalize model portfolios and to surface adviser-facing and client-facing portfolio reporting and analytics for PWS Financial Consulting. Configuration and deployment work centered on onboarding model definitions, portfolio analytics, and client reporting templates to align Timeline Portfolios with the firm’s advisory workflows. Governance changes described in the testimonial include embedding portfolio model stewardship and adviser review gates into existing investment management processes to standardize model delivery and client communications. The account detail is drawn from the vendor case mention and product pages rather than an independent PWS case study.
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 2016 2016
Content Delivery Network IaaS 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2024 2024
IT Decision Makers and Key Stakeholders at PWS Financial Consulting
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by PWS Financial Consulting Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD PWS Financial Consulting Technographics

PWS Financial Consulting is a Professional Services organization based in United Kingdom, with around 20 employees and annual revenues of $5.0 million.

PWS Financial Consulting operates a diverse technology stack with applications such as Microsoft 365, Timeline Portfolios and Microsoft Azure Cloud Services, covering areas like Collaboration, Portfolio and Investment Management and Application Hosting and Computing Services.

PWS Financial Consulting has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and Timelineapp Tech.

PWS Financial Consulting recently adopted applications including Microsoft Entra ID (formerly Azure Active Directory) in 2024, Timeline Portfolios in 2022 and Fastly in 2021, highlighting its ongoing modernization strategy.

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

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