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Waterside Financial Group
Location
124 N Water St Ste 20,
Rockford, 61107-3970, IL,
United States
Website
https://www.regalfin.com/
Phone
1 815-962-0669
Artw industry
Banking and Financial Services
Employee
Revenue

Waterside Financial Group Technographics

Waterside Financial Group Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Waterside Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Waterside Financial 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 Waterside Financial Group has purchased the following applications: Microsoft 365 for Collaboration in 2015, Envestnet Tamarac Trading for Trade Order Management System (TOMS) in 2016, Amazon EC2 for Application Hosting and Computing Services in 2018 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Waterside Financial Group is running and its propensity to invest more and deepen its relationship with Microsoft , Envestnet , 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 Waterside Financial Group revenues, which have grown to $1.0 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 Waterside Financial 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.

Waterside Financial Group Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Envestnet Legacy Envestnet Tamarac Trading Trade Order Management System (TOMS) Investment Management n/a 2016 2016
In 2016, Regal Financial Group implemented Envestnet Tamarac Trading. The deployment leveraged Envestnet | Tamarac's Advisor View and Advisor Rebalancing to centralize portfolio management, reporting and model rebalancing under a single Trade Order Management System (TOMS) for its U.S. advisor operations. The implementation configured Advisor View and Advisor Rebalancing as core functional modules to unify model management, automated rebalancing workflows and client reporting. Configuration emphasized model rebalancing orchestration and trade monitoring, with the Tamarac Trading application providing order generation, rebalancing logic and consolidated reporting capabilities consistent with Trade Order Management System (TOMS) functionality. Operational coverage spanned Regal Financial Group's registered investment advisor and broker dealer activities across the United States, targeting advisor workflows for portfolio maintenance and client statement production. The announcement in February 2016 framed the rollout as a unification of portfolio management and reporting across the firm, aligning RIA and broker-dealer operational processes. The implementation delivered faster rebalancing and operational efficiencies for advisors, improving trade monitoring and client reporting as stated in the implementation notes. Governance effects focused on standardizing rebalancing procedures and consolidating model governance inside the Envestnet Tamarac Trading environment, reducing fragmentation between portfolio management and reporting functions.
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 2018 2018
Content Delivery Network IaaS 2019 2019
IT Decision Makers and Key Stakeholders at Waterside Financial Group
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Waterside Financial Group Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Waterside Financial Group Technographics

Waterside Financial Group is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Waterside Financial Group operates a diverse technology stack with applications such as Microsoft 365, Envestnet Tamarac Trading and Amazon EC2, covering areas like Collaboration, Trade Order Management System (TOMS) and Application Hosting and Computing Services.

Waterside Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Envestnet and Amazon Web Services (AWS).

Waterside Financial Group recently adopted applications including Amazon CloudFront in 2019, Amazon EC2 in 2018 and Envestnet Tamarac Trading in 2016, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Waterside Financial Group’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Waterside Financial 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 Waterside Financial Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.