St George, 84770, UT,
United States
Soltis Investment Advisers Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Soltis Investment Advisers and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Soltis Investment Advisers employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Soltis Investment Advisers has purchased the following applications: Zoominfo Platform for Account Based Marketing in 2023, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2020, Microsoft Entra ID (formerly Azure Active Directory) for Identity and Access Management (IAM) in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Soltis Investment Advisers is running and its propensity to invest more and deepen its relationship with Zoominfo , Microsoft , Leaseweb 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 Soltis Investment Advisers revenues, which have grown to $1.0 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 Soltis Investment Advisers 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.
CRM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| Zoominfo | Legacy | Zoominfo Platform | Account Based Marketing | CRM | n/a | 2023 | 2023 |
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Marketing Analytics | CRM |
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2023 | 2023 |
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Marketing Automation | CRM |
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2021 | 2021 |
IaaS
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
CyberSecurity
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Entra ID (formerly Azure Active Directory) | Identity and Access Management (IAM) | CyberSecurity | n/a | 2023 | 2023 |
Investment Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
|
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Portfolio and Investment Management | Investment Management |
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2023 | 2023 |
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Portfolio and Investment Performance and Planning, Asset and Wealth Management | Investment Management |
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2018 | 2018 |
| First Name | Last Name | Title | Function | Department | Phone | |
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| Date | Company | Status | Vendor | Product | Category | Market |
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