AI Buyer Insights:

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

The Portfolio Strategy Group
Location
50 Main Street, Suite 1280,
White Plains, 10606, NY,
United States
Website
https://www.portfoliostrategygroup.com/
Phone
1 914-288-4900
Artw industry
Banking and Financial Services
Employee
Revenue

The Portfolio Strategy Group Technographics

The Portfolio Strategy Group Technographics, Software Purchases, AI and Digital Transformation Initiatives

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

During our research, we have identified that The Portfolio Strategy Group has purchased the following applications: WordPress for Web Content Management in 2013, Hubspot Marketing Automation for Marketing Automation in 2018, SS&C Client Relationship Management (CRM) for CRM and Investor Relationship Management in 2021 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems The Portfolio Strategy Group is running and its propensity to invest more and deepen its relationship with Automattic , HubSpot , Google 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 The Portfolio Strategy Group revenues, which have grown to $12.0 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 The Portfolio Strategy Group 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.

The Portfolio Strategy Group Tech Stack and Enterprise Applications

The Portfolio Strategy Group Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy WordPress Web Content Management Content Management n/a 2013 2013
The Portfolio Strategy Group CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy Hubspot Marketing Automation Marketing Automation CRM n/a 2018 2018
Tag Management CRM 2018 2018
The Portfolio Strategy Group Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Technologies Legacy SS&C Client Relationship Management (CRM) CRM and Investor Relationship Management Investment Management n/a 2021 2021
In 2021, The Portfolio Strategy Group implemented SS&C Client Relationship Management (CRM), adopting SS&C Salentica's cloud based CRM. The deployment is categorized as CRM and Investor Relationship Management and targeted the firm's advisory and client engagement workflows. The implementation centralized client contact records and linked portfolio information to individual client profiles. Functional capabilities implemented included contact management, portfolio linking, opportunity and pipeline tracking, activity logging, and cloud enabled remote access to support distributed advisory work. Integrations were explicitly configured with Microsoft Outlook to synchronize email and calendar items with client records, and with Charles Schwab to surface custody and account data alongside CRM profiles. Those integrations enabled unified contact to account linkage and supported client communications, portfolio referencing, and prospecting workflows. Operational scope covered the firm, supporting client servicing and business development for high net worth clientele and enabling remote and satellite office workflows. Governance emphasis aligned to standardizing client records and workflow orchestration across advisors, consistent with the firm’s intent to improve client servicing and grow the prospective client pipeline.
The Portfolio Strategy Group IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2017 2017
Content Delivery Network IaaS 2017 2017
Content Delivery Network IaaS 2020 2020
Domain Name System (DNS) IaaS 2013 2013
The Portfolio Strategy Group CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Sockets Layer (SSL) CyberSecurity 2018 2018

IT Decision Makers and Key Stakeholders at The Portfolio Strategy Group

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by The Portfolio Strategy Group Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from The Portfolio Strategy Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the The Portfolio Strategy Group digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD The Portfolio Strategy Group Technographics
The Portfolio Strategy Group is a Banking and Financial Services organization based in United States, with around 15 employees and annual revenues of $12.0 million.
The Portfolio Strategy Group operates a diverse technology stack with applications such as WordPress, Hubspot Marketing Automation and SS&C Client Relationship Management (CRM), covering areas like Web Content Management, Marketing Automation and CRM and Investor Relationship Management.
The Portfolio Strategy Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Automattic, HubSpot and SS&C Technologies.
The Portfolio Strategy Group recently adopted applications including SS&C Client Relationship Management (CRM) in 2021, Google Cloud Platform (GCP) in 2021 and jsDelivr CDN in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of The Portfolio Strategy Group’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates The Portfolio Strategy Group’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 The Portfolio Strategy Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.