Camberwell, 3124, VIC,
Australia
RCB Wealth Advisors Australia Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by RCB Wealth Advisors Australia and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 RCB Wealth Advisors Australia employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that RCB Wealth Advisors Australia has purchased the following applications: Wolters Kluwer CCH iFirm for Legal Practice Management in 2016, Microsoft 365 for Collaboration in 2017, Google Tag Manager for Tag 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 RCB Wealth Advisors Australia is running and its propensity to invest more and deepen its relationship with Wolters Kluwer , 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 RCB Wealth Advisors Australia 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 RCB Wealth Advisors Australia 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.
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wolters Kluwer | Legacy | Wolters Kluwer CCH iFirm | Legal Practice Management | ERP Services and Operations | n/a | 2016 | 2016 |
In 2016, RCB Wealth Advisors Australia implemented Wolters Kluwer CCH iFirm to centralize practice management, tax and client accounting workflows and to improve finance and client communications across the firm. Wolters Kluwer CCH iFirm is deployed as a Legal Practice Management solution to unify operational controls for a small advisory firm operating in Australia with approximately 10 employees, positioning the application as the core system for client and financial processes.
The implementation included the Practice Manager, Client Accounting, Tax, Client Portal and Signatures modules within Wolters Kluwer CCH iFirm. Practice Manager was configured to manage matter workflows, task automation and scheduling, Client Accounting to handle ledger, billing and trust-related accounting workflows, Tax to manage tax lodgement workflows, and Client Portal and Signatures to support client engagement and secure document execution. Configurations reflect common Legal Practice Management capabilities such as workflow orchestration, document lifecycle management and centralized client communications.
Operational coverage focused on finance, tax and client services across the firm, with the Client Portal serving as the primary client-facing channel for statements and document exchange. The deployment consolidated practice data and task management into a single application, reducing reliance on dispersed spreadsheets and point tools. The Wolters Kluwer CCH iFirm implementation therefore served as the central practice management and client accounting system for RCB Wealth Advisors Australia.
Governance adjustments emphasized standardized workflows and role based access controls within Wolters Kluwer CCH iFirm to ensure consistent client communications and financial process control. Rollout prioritized alignment of tax and accounting processes with client engagement workflows, embedding signature capture and portal access into routine client interactions. The firm identifies improved workflow management and client engagement as primary objectives achieved through the CCH iFirm deployment.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Tag Manager | Tag Management | CRM | n/a | 2022 | 2022 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2021 | 2021 |
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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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Domain Name System (DNS) | IaaS |
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2018 | 2018 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Sockets Layer (SSL) | CyberSecurity |
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2019 | 2019 |
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