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Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wrought Advisors Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2021 2021
Online Meeting Scheduling Collaboration 2021 2021
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Tag Manager Tag Management CRM n/a 2021 2021
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.
Portfolio and Investment Performance and Planning Investment Management 2021 2021
Portfolio and Investment Performance and Planning Investment Management 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Application Firewalls (WAF) CyberSecurity 2021 2021
IT Decision Makers and Key Stakeholders at Wrought Advisors
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Wrought Advisors Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Wrought Advisors Technographics

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

Wrought Advisors operates a diverse technology stack with applications such as Google Workspace (Formerly Google G-Suite), Google Tag Manager and RightCapital Client Onboarding, covering areas like Collaboration, Tag Management and Investor Onboarding.

Wrought Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google and RightCapital.

Wrought Advisors recently adopted applications including Google Workspace (Formerly Google G-Suite) in 2021, Calendly in 2021 and Google Tag Manager in 2021, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Wrought Advisors’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 Wrought Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.