AI Buyer Insights:

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

Bluesky Wealth Advisors
Location
2131 S. Glenburnie Rd,
New Bern, 28562-2279, NC,
United States
Website
https://www.blueskywa.com/
Phone
1 252-633-0107
Artw industry
Banking and Financial Services
Employee
Revenue

Bluesky Wealth Advisors Technographics

Bluesky Wealth Advisors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Bluesky Wealth Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 12 Bluesky Wealth Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Bluesky Wealth Advisors has purchased the following applications: Slack Connect for Collaboration in 2022, Google Tag Manager for Tag Management in 2019, Morningstar Risk Profile for Portfolio and Investment Risk Management in 2025 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Bluesky Wealth Advisors is running and its propensity to invest more and deepen its relationship with Salesforce , Google , Morningstar or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Bluesky Wealth Advisors revenues, which have grown to $2.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Bluesky Wealth Advisors intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Bluesky Wealth Advisors Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Slack Connect Collaboration Collaboration n/a 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Tag Manager Tag Management CRM n/a 2019 2019
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Morningstar Legacy Morningstar Risk Profile Portfolio and Investment Risk Management Investment Management n/a 2025 2025
In 2025, BlueSky Wealth Advisors integrated Morningstar Risk Profile into its client onboarding and financial planning workflow. The deployment positions Morningstar Risk Profile as the firm’s standardized intake instrument within Portfolio and Investment Risk Management, supporting advisory and finance functions for the United States practice. The integration is centered on client onboarding and new-client guidance to capture consistent risk tolerance inputs for advisor use. Implementation emphasized configuration of the Morningstar Risk Profile to capture validated psychometric risk tolerance and produce structured risk outputs for planning. Those outputs are mapped into the firm’s planning templates and suitability documentation to inform asset-allocation decisions and advisor recommendations. Configuration work focused on questionnaire administration, scoring logic, and advisor-facing profile reports to ensure consistent interpretation across client engagements. Integration is conducted through BlueSky Wealth Advisors’ client portal, where clients are directed from the firm’s new-client guidance page to complete the Morningstar Risk Profile, and advisor workflows consume the resulting profiles during planning sessions. Operational coverage is the finance and advisory team in the United States, with governance embedded in the firm’s new-client onboarding instructions to require profiler completion as part of suitability documentation. Rollout uses portal prompts and advisor workflow steps to enforce completion and to route profile data into client records for ongoing advisory use.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2018 2018
Content Delivery Network IaaS 2019 2019
IT Decision Makers and Key Stakeholders at Bluesky Wealth Advisors
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Bluesky Wealth Advisors Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Bluesky Wealth Advisors Technographics

Bluesky Wealth Advisors is a Banking and Financial Services organization based in United States, with around 12 employees and annual revenues of $2.0 million.

Bluesky Wealth Advisors operates a diverse technology stack with applications such as Slack Connect, Google Tag Manager and Morningstar Risk Profile, covering areas like Collaboration, Tag Management and Portfolio and Investment Risk Management.

Bluesky Wealth Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Salesforce, Google and Morningstar.

Bluesky Wealth Advisors recently adopted applications including Morningstar Risk Profile in 2025, Slack Connect in 2022 and Google Tag Manager in 2019, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Bluesky Wealth Advisors’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Bluesky Wealth Advisors’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Bluesky Wealth Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.