Creative Financial Services provides comprehensive financial planning and investment advisory services. The firm tailors financial plans to meet the unique needs of individuals and families, ensuring a personalized approach. Services include retirement planning, tax strategies, estate planning, and risk management. The team consists of certified financial planners and investment advisor representatives who guide clients through complex financial decisions. The company aims to help clients achieve their financial goals through informed and strategic planning.
SaaS Adoption
SaaS Adoption indicates the level of adoption by this company of software as a service services.
Cloud Adoption
Cloud Adoption indicates the level of adoption by this company of cloud services.
IT Footprint
IT Footprint gives a relative indication of how much IT services this company consumes.
IT Spend
IT Spend shows roughly how much this client spends on IT per year in USD.
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
Creative Financial Services uses 5 different technologies from 25 different vendors. They have above average use of several technologies including QuickBooks, Lawson Software and Microsoft Office 365.
Creative Financial Services uses products from 21 different product categories. They are particularly heavy users of products in Enterprise Resource Planning (ERP), Email Communications Technologies, and Enterprise HR Management.
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
| Technology | Category | Vendor | Usage |
|---|---|---|---|
| Microsoft Office 365 | Office Productivity | Microsoft Corporation | ![]() |
| Drupal | Web Content Management | Drupal.org | ![]() |
| Azure DNS | DNS Servers | Microsoft Corporation | ![]() |
| Google DoubleClick | Online Advertising | Google LLC | ![]() |
| GoDaddy | Web Hosting Services | GoDaddy | ![]() |
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