Ventura Wealth Management Data, Technology Stack, and Enterprise Applications
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
SS&C Technologies Legacy SS&C Advent Black Diamond Asset and Wealth Management Investment Management n/a 2022 2022
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Marketing Automation CRM 2015 2015
Tag Management CRM 2022 2022
IT Decision Makers and Key Stakeholders at Ventura Wealth Management
First Name Last Name Title Function Department Email Phone
Apps Being Evaluated by Ventura Wealth Management Executives
Date Company Status Vendor Product Category Market
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