Greenwich, 6831, CT,
United States
Buckler Securities Technographics
Buckler Securities Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Buckler Securities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Buckler Securities employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Buckler Securities has purchased the following applications: Sage Intacct for ERP Financial in 2015, Microsoft 365 for Collaboration in 2016, GoDaddy for Application Hosting and Computing Services in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Buckler Securities is running and its propensity to invest more and deepen its relationship with Sage , Microsoft , GoDaddy 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 Buckler Securities revenues, which have grown to $5.0 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 Buckler Securities 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.
Buckler Securities Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP Financial Management | Roghnu | 2015 | 2015 |
In 2015, Buckler Securities implemented Sage Intacct as its ERP Financial system. The company evaluated required features up front and determined Sage Intacct met them 100 percent, and the implementation engagement was executed with SI VAR Roghnu.
The deployment used Sage Intacct cloud SaaS architecture and was configured to deliver core financial modules typical of the ERP Financial category, including general ledger, accounts payable, accounts receivable, cash management, billing, and financial reporting. Roghnu configured modular workflows and automation for invoicing, payables approval flows, and month end close orchestration to align with Buckler Securities accounting processes and the scale of the finance organization.
The rollout focused on the finance and accounting function across the firm, with role based access controls, chart of accounts rationalization, and standardized reporting schema implemented to support operational accounting and executive reporting. Roghnu led implementation governance, user training, and staged cutover activities to production, leaving Sage Intacct as the central ERP Financial platform for ongoing financial operations.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016 Buckler Securities implemented Microsoft 365 as its Collaboration platform. The deployment covers the firm in the United States and serves approximately 50 employees, aligning Microsoft 365 Collaboration capabilities with business functions such as corporate email, team communication, and document collaboration.
The Microsoft 365 deployment leverages core collaboration components such as Exchange Online for corporate email, SharePoint Online for document libraries and intranet content, Microsoft Teams for chat and meetings, and OneDrive for individual file storage. Configuration centers on productivity suites, shared document versioning, and group workspaces to support routine collaboration workflows common in small financial services firms.
Deployment follows a cloud first SaaS tenant model managed through centralized Microsoft 365 administration, with user provisioning and mailbox management operated at the corporate level. The organization surfaces Microsoft 365 on its public website, indicating external facing use of Microsoft 365 services for contact and content linkage.
Governance is focused on centralized account administration, security and compliance controls available within Microsoft 365 Collaboration tenants, and workspace governance for shared resources. Rollout patterns for a 50 person firm emphasize administrative consolidation, mailbox retention and access controls to support regulated communication and internal operational workflows.
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy | Application Hosting and Computing Services | IaaS | n/a | 2016 | 2016 |
In 2016, Buckler Securities deployed GoDaddy to host and operate its public website. The deployment uses GoDaddy as Application Hosting and Computing Services to provide domain registration, DNS resolution, web hosting and certificate management capabilities for the company site. This aligns with small business hosting patterns for a 50 person financial services firm.
Operationally the GoDaddy implementation centers on site provisioning and content publishing workflows, with centralized account administration and role based access to the GoDaddy control panel to manage DNS records, SSL provisioning, and site configuration. The arrangement supports marketing and client communications functions by consolidating website infrastructure under the GoDaddy application within the Application Hosting and Computing Services category.
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Buckler Securities
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Apps Being Evaluated by Buckler Securities Executives
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