RP Investment Advisors
39 Hazelton Ave,
Toronto, M5R 2E3, ON,
Canada
Toronto, M5R 2E3, ON,
Canada
1 647-776-1777
Banking and Financial Services
RP Investment Advisors Technographics
RP Investment Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by RP Investment Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 RP Investment Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that RP Investment Advisors has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, Telerik Sitefinity CMS for Web Content Management in 2019, Backstop CRM for CRM in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems RP Investment Advisors is running and its propensity to invest more and deepen its relationship with Cisco Systems , Microsoft , Progress Software 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 RP Investment Advisors revenues, which have grown to $25.0 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 RP Investment Advisors 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.
RP Investment Advisors Tech Stack and Enterprise Applications
RP Investment Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, RP Investment Advisors deployed Cisco Webex Meetings to provide organization-wide conferencing capability. The deployment is visible on the RP Investment Advisors website, where Cisco Webex Meetings is used to surface client facing meeting links and join flows. RP Investment Advisors Cisco Webex Meetings Audio Video and Web Conferencing supports both external client engagement and internal communications for investment, compliance, and operations teams.
The implementation leverages Cisco cloud hosted meeting services and standard Audio Video and Web Conferencing capabilities, including scheduled meetings, real time video and audio, screen sharing, meeting recording, and participant management. Administrative controls and meeting policy configuration are applied to manage user provisioning and access, aligning conferencing workflows with client meeting scheduling and corporate communication processes. Cisco Webex Meetings is provisioned for browser join as well as native clients, enabling staff to host and join meetings across desktop and mobile endpoints.
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Collaboration | Collaboration |
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2020 | 2020 |
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RP Investment Advisors Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Progress Software | Legacy | Telerik Sitefinity CMS | Web Content Management | Content Management | n/a | 2019 | 2019 |
In 2019, RP Investment Advisors implemented Telerik Sitefinity CMS for its public website. The deployment centers on Telerik Sitefinity CMS as the core Web Content Management platform powering site content, templates, and publishing workflows for the firm’s online presence in Canada.
Telerik Sitefinity CMS was configured to provide standard Web Content Management capabilities, including content authoring and templating, editorial workflow and role based publishing, digital asset organization, responsive page rendering, and on page SEO controls. The configuration emphasizes centralized content models and reusable templates to streamline content creation for marketing and communications.
Operational ownership rests with the internal digital and marketing teams, who use the system to manage corporate content and client facing information. RP Investment Advisors uses Telerik Sitefinity CMS for Web Content Management to support marketing and communications business functions across its corporate website.
Governance was implemented through editorial workflows and role separation to control publishing and review processes, aligning content lifecycle practices with corporate communications policies. The implementation focuses on maintainability and editorial control rather than integrations with third party back end systems.
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RP Investment Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Backstop Solutions | Legacy | Backstop CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019, RP Investment Advisors implemented Backstop CRM as its primary CRM solution. The Backstop CRM instance is used on their website, signaling a public-facing deployment for client engagement and inbound contact handling through the vendor application Backstop CRM.
The implementation centers on standard CRM capabilities including centralized contact and relationship management, opportunity tracking, activity and notes logging, and client reporting workflows, aligned to core advisory and client service functions. Configuration emphasis appears focused on consolidating client profiles and operationalizing client interactions to support advisory processes within the CRM category.
Operational coverage targets client-facing and advisory teams within RP Investment Advisors, with the Backstop CRM deployment supporting client relationship management, engagement tracking, and recordkeeping across those business functions. Governance likely emphasizes standardized client records and activity workflows to maintain consistency in client servicing and compliance reporting in the CRM environment.
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Customer Experience | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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RP Investment Advisors ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2019 | 2019 |
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RP Investment Advisors Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2016 | 2016 |
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Transfer Agency | Investment Management |
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2024 | 2024 |
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RP Investment Advisors 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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2018 | 2018 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at RP Investment Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by RP Investment Advisors Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from RP Investment Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the RP Investment Advisors digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD RP Investment Advisors Technographics
RP Investment Advisors is a Banking and Financial Services organization based in Canada,
with around 120 employees and annual revenues of $25.0 million.
RP Investment Advisors operates a diverse technology stack with applications such as
Cisco Webex Meetings, Telerik Sitefinity CMS and Backstop CRM,
covering areas like Audio Video and Web Conferencing, Web Content Management and CRM.
RP Investment Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cisco Systems, Progress Software and Backstop Solutions.
RP Investment Advisors recently adopted applications including
IFDS iFast in 2024, Cisco Webex Meetings in 2021 and Microsoft 365 in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of RP Investment Advisors’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates RP Investment Advisors’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 RP Investment Advisors technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.