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What is Stack Moxie?

Stack Moxie has a deep appreciation for marketers, recognizing that we are indeed marketers ourselves. We understand that technology has the potential to empower marketers to achieve remarkable outcomes. However, the reality is that marketing teams often face challenges that can lead to their downfall. In today's landscape, marketing departments must operate efficiently, produce more results, and adhere to stringent regulations. A Chief Marketing Officer (CMO) is aware that leveraging technology is essential for scaling operations and maintaining compliance. Conversely, a Chief Technology Officer (CTO) may hesitate, fully recognizing that marketers lack access to a vital tool that is critical for the IT department's success. A CTO might emphasize the importance of thorough stack testing, ensuring that every aspect runs smoothly and functions as intended. Questions arise: Are the web forms operating correctly? Is customer input generating the necessary responses? Can we successfully navigate an audit? Unfortunately, these tools are often out of reach for marketers, along with the budget and time needed to conduct manual evaluations. This gap is precisely what inspired the creation of Stack Moxie. Our platform empowers marketers by placing essential IT expertise directly at their fingertips. We ensure that marketing technology operates seamlessly, so leads are captured effectively, digital ad expenditures are maximized, and any issues are promptly identified and addressed. By bridging this divide, we help marketers thrive in a complex environment.

What is Advent Genesis?

Manage models, adjust accounts, monitor portfolio discrepancies, and refine strategies with enhanced speed and efficiency through a comprehensive front-office solution. Regardless of whether your organization focuses on institutional investments, private wealth, or a combination of both, leverage a powerful cloud-based platform designed to optimize portfolio management, order generation, and trading workflows. When integrated with Moxy, Advent Genesis ensures a seamless transition from trading decisions to their execution. With confidence, venture into new markets, regions, and business opportunities while reducing operational risks and boosting efficiency. Detailed dashboards that include exception alerts, status updates, strategy and model deviations, as well as cash flow activities, offer critical insights for in-depth analysis. Furthermore, management views enable you to establish appropriate oversight and controls, allowing for a smooth review of prospective trades prior to their execution approval, thereby ensuring your operations remain both flexible and accountable. This holistic strategy not only fosters sustainable growth but also enhances your ability to adapt in the face of an ever-evolving financial environment, empowering your organization to thrive amidst challenges.

Media

Media

Integrations Supported

Adobe Marketo Engage
Airtable
Asana
Chili Piper
Gmail
Google Analytics
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Intercom
Microsoft Dynamics 365
Outreach
PagerDuty
Salesforce
Salesforce Marketing Cloud Account Engagement
Salesloft
Slack
Smartsheet

Integrations Supported

API Availability

API Availability

Pricing Information

$99 per month
Our Starter plan is always free. Paid plans start at $99. Growth plan starts at $1k/month. Enterprise plan starts at $4k/month.
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Stack Moxie

Date Founded

2018

Company Location

United States

Company Website

www.stackmoxie.com

Company Facts

Organization Name

SS&C Advent

Company Location

United States

Company Website

www.advent.com/solutions/advent-genesis/

Categories and Features

Automated Testing

Parameterized Testing
Requirements-Based Testing
Test Script Reviews

Campaign Management

Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Change Management

Audit Trail
Compliance Management

Incident Management

Audit Trail
Incident Reporting
Root-Cause Diagnosis

Landing Page

Not specified

Marketing Automation

Drip Campaigns
Landing Pages / Web Forms
Lead Scoring
Segmentation
Website Visitor Tracking

Operations Management

Not specified

Policy Management

Audit Trails
Reporting / Analytics
Workflow Management

SaaS Management

Onboarding
SaaS Operations Management

Sales Force Automation

Opportunity Management
Performance Metrics

Tool Management

Not specified

Vendor Management

Audit Management

Workflow Management

Business Process Automation
Compliance Tracking
Workflow Configuration

Categories and Features

Investment Management

Not specified

Wealth Management

Not specified

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