Schechter Investment Advisors Data, Technology Stack, and Enterprise Applications
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
SS&C Technologies Legacy SS&C Advent Black Diamond Asset and Wealth Management Investment Management n/a 2022 2022
AI-Powered Application
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Drift Legacy Drift AI Chatbot Chatbots and Conversational AI AI-Powered Application n/a 2018 2018
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Collaboration Collaboration 2018 2018
Content Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Digital Signing Content Management 2022 2022
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Marketing Automation CRM 2020 2020
IT Decision Makers and Key Stakeholders at Schechter Investment Advisors
First Name Last Name Title Function Department Email Phone
Apps Being Evaluated by Schechter Investment Advisors Executives
Date Company Status Vendor Product Category Market
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