Wealth Management Partners
Krijgsman 11,
Amstelveen, 1186 DM,
Netherlands
Amstelveen, 1186 DM,
Netherlands
31 20-426 3970
Banking and Financial Services
Wealth Management Partners Technographics
Wealth Management Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Wealth Management Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Wealth Management Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Wealth Management Partners has purchased the following applications: Microsoft 365 for Collaboration in 2020, Stiply for Digital Signing in 2021, SS&C Advent Portfolio Exchange for Portfolio and Investment Management in 2010 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Wealth Management Partners is running and its propensity to invest more and deepen its relationship with Microsoft , Stiply , 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 Wealth Management Partners revenues, which have grown to $40.0 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 Wealth Management Partners 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.
Wealth Management Partners Tech Stack and Enterprise Applications
Wealth Management Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Wealth Management Partners implemented Microsoft 365 as a Collaboration platform. The 100-employee Netherlands-based wealth manager uses Microsoft 365 to centralize employee communication, document collaboration and content management, and public site references indicate Microsoft 365 is surfaced on their corporate website.
Deployment follows a cloud SaaS tenant model in the Microsoft cloud, with Microsoft 365 components such as Exchange Online, SharePoint Online, Microsoft Teams and OneDrive described as the typical functional footprint for Collaboration deployments. Governance is organized around tenant-level administration and Azure Active Directory identity controls, with SharePoint site architecture and Teams channels supporting workplace collaboration across advisory and back-office business functions.
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Wealth Management Partners Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Stiply | Legacy | Stiply | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Wealth Management Partners implemented Stiply on its public website to support online agreement execution. Stiply is deployed as a customer-facing Digital Signing solution to operationalize signing workflows for client-facing documentation and onboarding processes.
The implementation was configured using reusable document templates, defined signature flows including role-based and sequential signing, signer authentication controls, and machine-readable audit trails. Stiply was set up to capture cryptographic evidence of consent, timestamped events, and a persistent signed record for each transaction, aligning with standard Digital Signing functional expectations.
Operationally the deployment is embedded into the firm website and front-office intake flows, enabling advisors and client operations teams to initiate and monitor signature requests from the same web channel. Implementation details indicate use of embedded signing UI patterns and webhook style callbacks to support status notifications and automated record capture within existing operational processes.
Governance work focused on updating internal signing policies, defining retention and access controls for signed documents, and mapping approval stages into the newly instrumented e-signature workflows. The rollout prioritized transactional client agreements and onboarding documentation, with configuration and template governance owned by the operations and compliance function.
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Wealth Management Partners Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | Investment Management | n/a | 2010 | 2010 |
In 2010 Wealth Management Partners implemented SS&C Advent Portfolio Exchange as its Portfolio and Investment Management platform to centralize portfolio recordkeeping and management information reporting. The deployment was positioned to support a compact wealth management firm, with direct operational use by relationship managers, a team of asset managers, the office manager, and an external Compliance officer serving high net worth individuals and foundations.
SS&C Advent Portfolio Exchange was configured to support end to end client account workflows including opening, managing and closing accounts, maintenance of new fund administration, daily reconciliation of management portfolios and preparation of monthly and quarterly asset management and management reports. Functional capabilities used included client file management to support customer due diligence and audit preparation, debtor and creditor administration tied to asset management contracts, and preparation of investment proposals and management contracts.
Operational coverage explicitly extended to activities that interface with various custodian banks and the firms relationship management function, and the application served as the authoritative source for management information reports. The implementation supported risk management workflows by enabling monitoring of securities portfolios and client risk classification across individual and foundation client segments, and it provided the programmatic information required for maintaining the RPB scheme for staff private investment transactions for the external Compliance officer.
Governance around SS&C Advent Portfolio Exchange emphasized accurate information provisioning and process alignment, with a named responsibility for ensuring correct implementation data flowed into reporting and compliance processes. The system became a central component of Wealth Management Partners operational controls for reporting, risk monitoring and regulatory file preparation, while supporting day to day asset management and client servicing functions.
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Wealth Management Partners IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Wealth Management Partners
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Director Investment Reporting and Partner | Director | Investment | |
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Chief Financial and Risk Officer | CXO | Risk | |
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Chief Investment Officer | CXO | Investment | |
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Operational Portfolio Manager | Manager | Investment | |
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Apps Being Evaluated by Wealth Management Partners Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wealth Management Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wealth Management Partners digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Wealth Management Partners Technographics
Wealth Management Partners is a Banking and Financial Services organization based in Netherlands,
with around 100 employees and annual revenues of $40.0 million.
Wealth Management Partners operates a diverse technology stack with applications such as
Microsoft 365, Stiply and SS&C Advent Portfolio Exchange,
covering areas like Collaboration, Digital Signing and Portfolio and Investment Management.
Wealth Management Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Stiply and SS&C Technologies.
Wealth Management Partners recently adopted applications including
Stiply in 2021, Microsoft 365 in 2020 and CYSO Managed Cloud in 2016,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Wealth Management Partners’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Wealth Management Partners’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 Wealth Management Partners technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.