Haddonfield, 8033, NJ,
United States
Wrought Advisors Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Wrought Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Wrought Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Wrought Advisors has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2021, Google Tag Manager for Tag Management in 2021, RightCapital Client Onboarding for Investor Onboarding 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 Wrought Advisors is running and its propensity to invest more and deepen its relationship with Google , Calendly , RightCapital 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 Wrought Advisors 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 Wrought Advisors 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2021 | 2021 |
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Online Meeting Scheduling | Collaboration |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Tag Manager | Tag Management | CRM | n/a | 2021 | 2021 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| RightCapital | Legacy | RightCapital Client Onboarding | Investor Onboarding | Investment Management | n/a | 2021 | 2021 |
In 2021, Wrought Advisors implemented RightCapital Client Onboarding at firm launch in Haddonfield, New Jersey. The firm adopted RightCapital Client Onboarding as its Investor Onboarding platform to run client onboarding, task templates, secure file sharing, and interactive financial plans.
Configuration centered on RightFlows workflows, the Vault for secure document exchange, and account aggregation to pre-populate client financial data. Task templates and the interactive planning module were configured to standardize advisor deliverables, automate routine tasks, and accelerate time-to-first-plan.
The deployment leveraged account aggregation within RightCapital to bring custodian and account information into planning and intake workflows, supporting finance and investor onboarding activities across the United States. Operational coverage was firm-wide given Wrought Advisors small 10 person structure, aligning client-facing advisory and planning functions under the Investor Onboarding application.
Governance focused on standardized onboarding checklists and automated task routing to reshape intake workflows and advisor handoffs. Wrought Advisors reported measurable time savings, improved time-to-first-plan, and positive client feedback on engagement and secure file sharing.
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Portfolio and Investment Performance and Planning | Investment Management |
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2021 | 2021 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2021 | 2021 |
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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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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