The Advisor Employee Services Team is dedicated to making a positive impact on our clients' organizational performance as well as improving the quality of work life for their employees. As an Advisors Excel exclusive partnership, we reserve our work specifically for AE producers—giving you a competitive edge in your market. With AES, you’ll gain peace of mind in knowing that we understand the financial industry and can effectively evaluate your current team along with any future team members through the hiring process.
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.
Advisor Employee Services uses 5 different technologies from 20 different vendors. They have above average use of several technologies including Wealthbox, Riskalyze and GO1.
Advisor Employee Services uses products from 30 different product categories. They are particularly heavy users of products in Banking & Finance, Office Productivity, and Graphics & Photo Editing.
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
Technology | Category | Vendor | Usage |
---|---|---|---|
Wealthbox | Customer Relationship Management (CRM) | Starburst Labs, Inc | ![]() |
Riskalyze | Banking & Finance | Riskalyze Inc. | ![]() |
GO1 | Enterprise Learning Management | GO1 | ![]() |
Perl | Programming Languages | Perl | ![]() |
YCharts | Banking & Finance | YCharts, Inc | ![]() |
What other companies use Wealthbox?
Who are the biggest users of Banking & Finance?
What countries, industries, and company sizes are most likely to use GO1?