AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

Wealth Management Solutions (formerly Archimedes)
Location
1420 State Highway 206 North Suite 140,
Bedminster, 7921, NJ,
United States
Website
https://www.wealthmsi.com/
Phone
1 908-333-4089
Artw industry
Banking and Financial Services
Employee
Revenue

Wealth Management Solutions (formerly Archimedes) Technographics

Wealth Management Solutions (formerly Archimedes) Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Wealth Management Solutions (formerly Archimedes) and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Wealth Management Solutions (formerly Archimedes) 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 Solutions (formerly Archimedes) has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2011, Microsoft 365 for Collaboration in 2015, Hubspot CRM for CRM in 2009 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 Solutions (formerly Archimedes) is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , HubSpot 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 Solutions (formerly Archimedes) 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 Wealth Management Solutions (formerly Archimedes) 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 Solutions (formerly Archimedes) Tech Stack and Enterprise Applications

Wealth Management Solutions (formerly Archimedes) ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite ERP ERP Financial ERP n/a 2011 2011
In 2011, Wealth Management Solutions implemented Oracle NetSuite ERP. Oracle NetSuite ERP serves as the companys ERP Financial platform supporting core finance and accounting functions for the 50 employee wealth management firm. The deployment focused on cloud native architecture, configuring core financial modules consistent with ERP Financial capabilities, including general ledger, accounts payable, accounts receivable, fixed assets, cash management, and financial reporting. Implementation emphasized transaction lifecycle workflows, period close orchestration, and role based access controls to align financial processes with audit and compliance expectations common in banking and financial services. Operational coverage concentrated on a centralized finance and accounting organization, providing a single chart of accounts, standardized accounting rules, and automated journal entry processing. The system was configured to use native web services and API capabilities typical of cloud ERP to enable downstream integrations and data exchange with banking partners and operational systems, while governance centered on standardized month end procedures and permissions-driven workflow approvals.
Wealth Management Solutions (formerly Archimedes) Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
In 2015, Wealth Management Solutions deployed Microsoft 365 as its Collaboration platform to centralize corporate productivity and client communications. Microsoft 365 is implemented to provide hosted email and calendaring via Exchange Online, cloud file storage and sync through OneDrive for Business, intranet and document management via SharePoint Online, and synchronous collaboration using Microsoft Teams. Wealth Management Solutions Microsoft 365 Collaboration supports advisory, client services, and back office business functions across the firm. Configuration and operational control are managed through the Microsoft 365 admin center with tenant level user provisioning, license assignment, mailbox policies, retention settings, and security controls including multi factor authentication. The deployment focuses on document lifecycle management, secure file sharing, and consolidated Office applications to standardize workflows and reduce fragmentation of client deliverables. The company website references Microsoft 365 usage, indicating an external facing presence of the Microsoft 365 footprint.
Wealth Management Solutions (formerly Archimedes) CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy Hubspot CRM CRM CRM n/a 2009 2009
In 2009, Wealth Management Solutions implemented Hubspot CRM. The deployment targets CRM functionality for a 50-employee wealth management firm, establishing a centralized customer record and contact management backbone under the CRM category. Hubspot CRM is instrumented on the company website for lead capture and tracking, using on-site forms to route prospects directly into the contact database. Configuration emphasizes contact and activity tracking, deal pipeline management, email templates and outreach sequencing, and contact lifecycle segmentation consistent with CRM workflows. Operational coverage spans core client-facing functions including sales, marketing and client services, consolidating web sourced leads and client interactions into a single CRM instance. Governance practices described at the time include standardized data hygiene, segmentation rules and sales workflow configuration to support consistent follow up and reporting across the firm.
Marketing Automation CRM 2009 2009
Wealth Management Solutions (formerly Archimedes) IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Delivery Network IaaS 2014 2014

IT Decision Makers and Key Stakeholders at Wealth Management Solutions (formerly Archimedes)

First Name Last Name Title Function Department Email Phone
CEO CXO Finance
Vice President, Information Security Officer VP IT
Vice President, Operations VP Operations
CRO Chief Revenue Officer CXO Finance
VP Business Development VP Sales
Chief Marketing Officer CXO Marketing
Show All Contacts

Apps Being Evaluated by Wealth Management Solutions (formerly Archimedes) Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wealth Management Solutions (formerly Archimedes) IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wealth Management Solutions (formerly Archimedes) digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Wealth Management Solutions (formerly Archimedes) Technographics
Wealth Management Solutions (formerly Archimedes) is a Banking and Financial Services organization based in United States, with around 50 employees and annual revenues of $5.0 million.
Wealth Management Solutions (formerly Archimedes) operates a diverse technology stack with applications such as Oracle NetSuite ERP, Microsoft 365 and Hubspot CRM, covering areas like ERP Financial, Collaboration and CRM.
Wealth Management Solutions (formerly Archimedes) has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Microsoft and HubSpot.
Wealth Management Solutions (formerly Archimedes) recently adopted applications including Microsoft 365 in 2015, Amazon Elastic Load Balancing (ELB) in 2014 and Oracle NetSuite ERP in 2011, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Wealth Management Solutions (formerly Archimedes)’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Wealth Management Solutions (formerly Archimedes)’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 Solutions (formerly Archimedes) technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.