AI Buyer Insights:

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● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

Sterling Investment Advisors, Ltd.
Location
1055 Westlakes Drive Suite 150,
Berwyn, 19312, PA,
United States
Website
https://www.sterling-advisors.com/
Phone
1 610-560-0400
Artw industry
Banking and Financial Services
Employee
Revenue

Sterling Investment Advisors, Ltd. Technographics

Sterling Investment Advisors, Ltd. Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Sterling Investment Advisors, Ltd. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Sterling Investment Advisors, Ltd. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Sterling Investment Advisors, Ltd. has purchased the following applications: SS&C Advent PPM for Project Portfolio Management in 2015, Amazon EC2 for Application Hosting and Computing Services in 2014 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Sterling Investment Advisors, Ltd. is running and its propensity to invest more and deepen its relationship with SS&C Technologies , Amazon Web Services (AWS) 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 Sterling Investment Advisors, Ltd. revenues, which have grown to $5.0 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 Sterling Investment Advisors, Ltd. 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.

Sterling Investment Advisors, Ltd. Tech Stack and Enterprise Applications

Sterling Investment Advisors, Ltd. PPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Technologies Legacy SS&C Advent PPM Project Portfolio Management PPM n/a 2015 2015
In 2015, Sterling Investment Advisors, Ltd. implemented SS&C Advent PPM, deploying a Project Portfolio Management solution to centralize portfolio oversight. The initiative focused on tracking portfolio performance and producing client review deliverables, aligning investment operations and client reporting in a small 50-person advisory environment. SS&C Advent PPM was configured to support core portfolio management workflows, performance measurement, and standardized performance reporting used in client review meetings. Operational coverage included investment management, portfolio analytics, and client service functions, with governance centered on a regular client review cadence and standardized report outputs. The deployment emphasized using SS&C Advent PPM for performance tracking and participation in client review forums, reflecting an implementation oriented toward portfolio visibility and client-facing reporting.
Sterling Investment Advisors, Ltd. IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Amazon Web Services (AWS) Legacy Amazon EC2 Application Hosting and Computing Services IaaS n/a 2014 2014
In 2014, Sterling Investment Advisors, Ltd. provisioned Amazon EC2 to host its public website. The deployment uses Amazon EC2, categorized as Application Hosting and Computing Services, to run the firm’s web-facing compute instances and web site infrastructure. The implementation centers on virtual server instances configured to deliver the website content and web server processes, with standard compute responsibilities including instance provisioning, operating system patching, and process lifecycle management. Operational governance emphasizes instance access controls and configuration management for the web tier, with the firm’s IT function responsible for ongoing monitoring and maintenance of Amazon EC2 compute resources.

IT Decision Makers and Key Stakeholders at Sterling Investment Advisors, Ltd.

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Sterling Investment Advisors, Ltd. Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Sterling Investment Advisors, Ltd. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Sterling Investment Advisors, Ltd. digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Sterling Investment Advisors, Ltd. Technographics
Sterling Investment Advisors, Ltd. is a Banking and Financial Services organization based in United States, with around 50 employees and annual revenues of $5.0 million.
Sterling Investment Advisors, Ltd. operates a diverse technology stack with applications such as SS&C Advent PPM and Amazon EC2, covering areas like Project Portfolio Management and Application Hosting and Computing Services.
Sterling Investment Advisors, Ltd. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as SS&C Technologies and Amazon Web Services (AWS).
Sterling Investment Advisors, Ltd. recently adopted applications including SS&C Advent PPM in 2015 and Amazon EC2 in 2014, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Sterling Investment Advisors, Ltd.’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Sterling Investment Advisors, Ltd.’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 Sterling Investment Advisors, Ltd. technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.