Allworth Financial is an investment advisory firm that provides financial and retirement planning education.
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.
Allworth Financial uses 5 different technologies from 40 different vendors. They have above average use of several technologies including Salesforce.com CRM, MoneyGuidePro and QuickBooks.
Allworth Financial uses products from 34 different product categories. They are particularly heavy users of products in Online Advertising, Project Management, and Database Management System.
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
| Technology | Category | Vendor | Usage |
|---|---|---|---|
| Microsoft Fabric | Analytics | Microsoft Corporation | ![]() |
| Clarizen | Project Management | Clarizen | ![]() |
| DocuSign | Document Management | DocuSign | ![]() |
| Monday.com | Project Management | monday.com Ltd | ![]() |
| Mulesoft | Enterprise Application Integration | MuleSoft, INC. | ![]() |
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