ROSE Financial Solution
2 Research Place, Suite 300,
Rockville, 20850, MD,
United States
Rockville, 20850, MD,
United States
1 301-527-1130
Professional Services
ROSE Financial Solution Technographics
ROSE Financial Solution Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by ROSE Financial Solution and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 125 ROSE Financial Solution employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
ROSE Financial Solution has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, FIS Relius for Benefits Administration, Pension Administration in 2015, Oracle Netsuite OpenAir for Professional Services Automation in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems ROSE Financial Solution is running and its propensity to invest more and deepen its relationship with Intuit , Sage , FIS Global 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 ROSE Financial Solution revenues, which have grown to $25.0 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 ROSE Financial Solution 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.
ROSE Financial Solution Tech Stack and Enterprise Applications
ROSE Financial Solution ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, ROSE Financial Solution implemented Intuit Quickbooks Enterprise as its core ERP Financial application to centralize accounting for the 125 person professional services firm. The deployment placed Intuit Quickbooks Enterprise at the center of financial operations and established a single source of truth for general ledger and transactional finance functions under the ERP Financial category.
The implementation focused on configuring standard ERP Financial modules including general ledger, accounts payable, accounts receivable, billing and project oriented job costing aligned to professional services workflows. Fixed asset tracking was configured in line with the company proficiency in FAS, and financial reporting was structured to support period close and audit ready ledgers. Automation of recurring invoices and standardized chart of accounts were applied to reduce manual reconciliation work within accounting and finance teams.
Operational coverage encompassed accounting, billing and finance functions across the United States operation, with governance changes to month end close procedures and internal control workflows to reflect the centralized platform. ROSE Financial Solution documented existing proficiencies in QuickBooks, Sage 50, FAS, Check Factory and ATX and used those competencies to inform configuration choices for Intuit Quickbooks Enterprise rather than to denote prior system names. The rollout emphasized role based access, transaction approval routing and training for accounting staff to align operational processes with the ERP Financial application.
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ERP Financial | ERP |
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2021 | 2021 |
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ROSE Financial Solution HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2015 | 2015 |
In 2015, ROSE Financial Solution deployed FIS Relius to centralize plan administration and recordkeeping for its professional services operations. The implementation targeted Benefits Administration,Pension Administration workflows across a Third-Party Administrator practice that processed contributions for approximately 700 client plans nationwide.
The FIS Relius deployment emphasized modules and configuration for contribution processing, participant services, employer matching calculations, quarterly and year-end valuations, and the ingestion of high-volume payroll reports. Configuration work focused on plan-level recordkeeping, automated contribution posting, reconciliation-enabled reporting templates, and participant statement generation to support 401k administration and compliance-oriented workflows.
Operational integration reflected extensive co-use of Microsoft Word and Excel for document generation and reconciliations, and PensionPro for complementary pension administration tasks, indicating a hybrid tooling posture alongside FIS Relius. Day-to-day operations routed daily payroll reports into Relius, supported participant inquiry handling and investment setup processes, and connected contribution posting with valuation activities across operations, client services, and actuarial support functions.
Governance and process change concentrated on establishing standardized contribution procedures with employer clients and formalizing participant inquiry and statement distribution workflows. Ownership of the application and operational processes rested with contributions and plan administration teams, with Relius configured to manage the recurring high-volume contribution, reconciliation, and valuation tasks.
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ROSE Financial Solution ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Netsuite OpenAir | Professional Services Automation | ERP Services and Operations | n/a | 2012 | 2012 |
In 2012, ROSE Financial Solution implemented Oracle NetSuite OpenAir. The deployment positioned Oracle NetSuite OpenAir as the firm level Professional Services Automation platform to centralize project delivery, resource planning, and time and expense management for its professional services operations.
Configuration prioritized core Professional Services Automation capabilities, including project management and scheduling, timesheet and expense capture, project accounting and billing workflows, and utilization monitoring. Oracle NetSuite OpenAir was configured with standardized project templates, role based access controls, and approval workflows for timesheets and invoices to enforce consistent delivery and billing processes.
The implementation used the cloud hosted architecture of Oracle NetSuite OpenAir to provide centralized access for delivery teams and finance, with operational coverage focused on ROSE Financial Solution professional services groups in the United States. The system supported business functions across project delivery, resource management, and finance without naming additional third party integrations.
Governance emphasized process standardization and operational controls, including role assignments, timesheet approval routing, and configuration rules for billing cadence. Rollout was organized around service lines and delivery teams, with configuration and training aimed at embedding consistent project setup and billing procedures.
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ROSE Financial Solution Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2019 | 2019 |
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Online Meeting Scheduling | Collaboration |
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2016 | 2016 |
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ROSE Financial Solution eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2009 | 2009 |
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ROSE Financial Solution CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2020 | 2020 |
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ROSE Financial Solution ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2018 | 2018 |
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ROSE Financial Solution IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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ROSE Financial Solution CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at ROSE Financial Solution
| First Name | Last Name | Title | Function | Department | Phone | |
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President and CEO | CXO | Finance | |
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Controller | Director | Finance | |
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Partner and Vice President, Operations | VP | Finance | |
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Business Development and Marketing Manager | Manager | Marketing | |
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Controller | Director | Finance | |
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Senior Accountant | Manager | Finance | |
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Partner, Client CFO | CXO | Customer Service | |
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Apps Being Evaluated by ROSE Financial Solution Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from ROSE Financial Solution IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the ROSE Financial Solution digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD ROSE Financial Solution Technographics
ROSE Financial Solution is a Professional Services organization based in United States,
with around 125 employees and annual revenues of $25.0 million.
ROSE Financial Solution operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, FIS Relius and Oracle Netsuite OpenAir,
covering areas like ERP Financial, Benefits Administration, Pension Administration and Professional Services Automation.
ROSE Financial Solution has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, FIS Global and Oracle.
ROSE Financial Solution recently adopted applications including
Sage Intacct in 2021, Zoominfo Platform in 2021 and ActiveCampaign in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of ROSE Financial Solution’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates ROSE Financial Solution’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 ROSE Financial Solution technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.