Markham, L3R 0A9, ON,
Canada
Zenith Private Wealth Counsel Technographics
Zenith Private Wealth Counsel Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Zenith Private Wealth Counsel and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Zenith Private Wealth Counsel employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Zenith Private Wealth Counsel has purchased the following applications: FIS Protegent Trading Compliance for AML, Fraud and Compliance in 2016, GoDaddy for Application Hosting and Computing Services in 2015, Barracuda Email Security Gateway for Secure Email Gateways (SEGs) in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Zenith Private Wealth Counsel is running and its propensity to invest more and deepen its relationship with FIS Global , GoDaddy , Microsoft 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 Zenith Private Wealth Counsel revenues, which have grown to $20.0 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 Zenith Private Wealth Counsel 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.
Zenith Private Wealth Counsel Tech Stack and Enterprise Applications
Zenith Private Wealth Counsel TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Protegent Trading Compliance | AML, Fraud and Compliance | TRM | n/a | 2016 | 2016 |
In 2016 Zenith Private Wealth Counsel implemented FIS Protegent Trading Compliance in the AML, Fraud and Compliance category to centralize surveillance and compliance controls across its wealth management operations. The deployment targeted the firm’s compliance and trading oversight functions within a 200 employee Canadian private wealth firm, with explicit usage notes referencing queued social media content from the company Facebook account on SunGard’s Protegent system.
The implementation configured core capabilities consistent with trading compliance solutions, including trade surveillance workflows, exception identification and case management, regulatory reporting feeds, and immutable audit trails. FIS Protegent Trading Compliance was specified for rule configuration and automated alerting, with workstreams established for analyst review, escalation to compliance officers, and documented resolution tracking.
Operational coverage extended to compliance, trading desk oversight, and marketing controls where social media content required monitoring, as evidenced by queued posts on SunGard’s Protegent system. Integrations focused on ingesting transactional and communications signals into the compliance workflow, and the platform was used to capture and queue Facebook content for review and archival alongside trade surveillance outputs.
Governance changes emphasized formalized exception handling procedures, retention of auditable case records, and staged rollout to compliance users responsible for review and escalation. Configuration and operational policies were aligned to preserve chain of custody for alerts and social media records, supporting routine compliance operations without referencing prior system names.
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Zenith Private Wealth Counsel IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy | Application Hosting and Computing Services | IaaS | n/a | 2015 | 2015 |
In 2015, Zenith Private Wealth Counsel implemented GoDaddy as its Application Hosting and Computing Services to host its corporate website. The deployment uses GoDaddy-managed web hosting, DNS resolution, and SSL certificate management to deliver the firm's public site content, with GoDaddy operating as the application platform for the domain and site assets.
The operational scope covers the corporate website and marketing content, supporting business functions such as client engagement and marketing communications across the firm. Configuration and operational practices include content upload and publishing workflows, domain administration, and certificate lifecycle management through the GoDaddy control panel, and governance centers on marketing and IT approval processes for site changes and domain management.
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Zenith Private Wealth Counsel CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Barracuda Networks | Legacy | Barracuda Email Security Gateway | Secure Email Gateways (SEGs) | CyberSecurity | n/a | 2015 | 2015 |
In 2015, Zenith Private Wealth Counsel deployed Barracuda Email Security Gateway to manage corporate email flows for its Canadian operations. The Barracuda Email Security Gateway is implemented as the firm’s Secure Email Gateways (SEGs) control point, providing email authentication checks, spam and malware filtering, policy enforcement, and quarantine management as core functional capabilities.
The deployment is observable on the company website, indicating the gateway is positioned in the mail delivery path for the corporate domain and administered as a centralized SEG instance. Operational coverage emphasizes IT security and compliance for wealth management and back office communications, with the Barracuda Email Security Gateway configured to standardize message handling, administrative policy workflows, and monitoring for the organization.
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Zenith Private Wealth Counsel
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Apps Being Evaluated by Zenith Private Wealth Counsel Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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