AI Buyer Insights:

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● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

Sorrell Private Trust Canada
Location
Suite 2600, Edmonton Tower, 10111 - 104 Avenue NW,
Edmonton, T5J 0J4, AB,
Canada
Website
https://www.sorrelltrust.com/
Phone
1 780-441-4858
Artw industry
Banking and Financial Services
Employee
Revenue

Sorrell Private Trust Canada Technographics

Sorrell Private Trust Canada Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Sorrell Private Trust Canada and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 15 Sorrell Private Trust Canada employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Sorrell Private Trust Canada has purchased the following applications: PayPal Braintree for Payment Processing in 2021, Google Workspace (Formerly Google G-Suite) for Collaboration in 2016, enVisual360 Document Management for Document Management 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 Sorrell Private Trust Canada is running and its propensity to invest more and deepen its relationship with PayPal , Google , enSynergy 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 Sorrell Private Trust Canada revenues, which have grown to $3.0 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 Sorrell Private Trust Canada 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.

Sorrell Private Trust Canada Tech Stack and Enterprise Applications

ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
PayPal Legacy PayPal Braintree Payment Processing ERP Financial Management n/a 2021 2021
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2016 2016
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
enSynergy Legacy enVisual360 Document Management Document Management Content Management n/a 2019 2020
In 2019, Sorrell Private Trust Canada implemented enVisual360 Document Management to support trust and family office administration, client relationship management, and compliance workflows across its Canadian operations. The deployment emphasized centralized document control and indexed client file repositories under the Document Management category. The implementation used enVisual360 Document Management and leveraged the vendor's LiveFile document management module, with inferred CRM and accounting modules referenced in the vendor testimonial, to consolidate client documents, intake records, and transaction files. Configuration work focused on searchable metadata, indexed full text, and audit trail capture to make file retrieval and regulatory review more consistent. Operational coverage spanned trust operations, compliance, and client service teams, with users accessing enVisual360 for case file assembly, document retention, and support of regulatory reporting workflows. Integrations were contained within the enVisual360 application stack, coordinating document management, CRM functions, and accounting records as a unified application footprint. Governance and process changes centralized folder structures, enforced audit logging, and formalized document review and approval workflows to align trust administration and compliance procedures. The implementation yielded improved file searchability and auditability as reported in the vendor testimonial.
Web Content Management Content Management 2020 2020
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2019 2020
Tag Management CRM 2020 2020
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2018 2018
Application Performance Management ITSM 2018 2018
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2019 2019
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2016 2016
Apps Development PaaS 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2025 2025
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Sockets Layer (SSL) CyberSecurity 2019 2019

IT Decision Makers and Key Stakeholders at Sorrell Private Trust Canada

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Sorrell Private Trust Canada Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Sorrell Private Trust Canada IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Sorrell Private Trust Canada digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Sorrell Private Trust Canada Technographics
Sorrell Private Trust Canada is a Banking and Financial Services organization based in Canada, with around 15 employees and annual revenues of $3.0 million.
Sorrell Private Trust Canada operates a diverse technology stack with applications such as PayPal Braintree, Google Workspace (Formerly Google G-Suite) and enVisual360 Document Management, covering areas like Payment Processing, Collaboration and Document Management.
Sorrell Private Trust Canada has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as PayPal, Google and enSynergy.
Sorrell Private Trust Canada recently adopted applications including Wix Hosting in 2025, Google Cloud Platform (GCP) in 2022 and Amazon EC2 in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Sorrell Private Trust Canada’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Sorrell Private Trust Canada’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 Sorrell Private Trust Canada technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.