Rockport Wealth Advisors Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2021 2021
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
HubSpot Legacy Hubspot CRM CRM CRM n/a 2022 2022
Marketing Automation CRM 2022 2022
Marketing Automation CRM 2022 2022
Tag Management CRM 2020 2020
CyberSecurity
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Identity and Access Management (IAM) CyberSecurity 2022 2022
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2019 2019
IT Decision Makers and Key Stakeholders at Rockport Wealth Advisors
First Name Last Name Title Function Department Email Phone
Apps Being Evaluated by Rockport Wealth Advisors Executives
Date Company Status Vendor Product Category Market
No data found