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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. Software Purchases 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: Amazon EC2 for Application Hosting and Computing Services in 2014, SS&C Advent PPM for Project Portfolio Management in 2015 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 Amazon Web Services (AWS) , SS&C Technologies 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. Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Amazon Web Services (AWS) Legacy Amazon EC2 Application Hosting and Computing Services IaaS n/a 2014 2014
PPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
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.
IT Decision Makers and Key Stakeholders at Sterling Investment Advisors, Ltd.
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Sterling Investment Advisors, Ltd. Executives
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 Amazon EC2 and SS&C Advent PPM, covering areas like Application Hosting and Computing Services and Project Portfolio Management.

Sterling Investment Advisors, Ltd. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Amazon Web Services (AWS) and SS&C Technologies.

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.