About WealthManagement
wealthmanagement.comWealthManagement is a digital platform that provides financial advisors and estate planning professionals with industry news, research, and practice management resources. It offers content through various channels, including websites, e-newsletters, webinars, videos, social media, and mobile platforms. The platform features contributions from editorial experts, delivering insights on financial planning strategies, investment trends, regulatory updates, and business tools. Its content is organized around the daily activities of wealth advisors, aiming to support them in staying informed and improving their practices. It also serves as a hub for its associated brands, including REP. magazine and Trusts & Estates, providing a resource for professionals in the wealth management industry.
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.
Know the products your prospects use
Vendor Usage
WealthManagement uses 5 different technologies from 26 different vendors. They have above average use of several technologies including QuickBooks, Salesforce.com CRM and Microsoft Azure.
Product Categories
WealthManagement uses products from 40 different product categories. They are particularly heavy users of products in Software Frameworks, Financial Management, and Programming Languages.
Recently Detected Technologies
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
| Technology | Category | Vendor | Usage |
|---|---|---|---|
| WebMD | Healthcare | WebMD, LLC. |  |
| Microsoft Azure | Cloud Platforms & Services | Microsoft Corporation |  |
| Riskalyze | Banking & Finance | Riskalyze Inc. | |
| Salesforce.com CRM | Customer Relationship Management (CRM) | Salesforce.com, inc | |
| DrChrono | Healthcare | DrChrono Inc | |
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