AI Buyer Insights:

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● 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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● 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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

Soltis Investment Advisers
Location
20 N Main St Ste 400,
St George, 84770, UT,
United States
Website
https://www.soltisadvisors.com/
Phone
1 435-674-1600
Artw industry
Banking and Financial Services
Employee
Revenue

Soltis Investment Advisers Technographics

Soltis Investment Advisers Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Soltis Investment Advisers and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Soltis Investment Advisers employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Soltis Investment Advisers has purchased the following applications: Zoominfo Platform for Account Based Marketing in 2023, Orion Enterprise for Portfolio and Investment Management in 2023, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2020 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Soltis Investment Advisers is running and its propensity to invest more and deepen its relationship with Zoominfo , Salesforce , Orion Advisor Solutions 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 Soltis Investment Advisers revenues, which have grown to $1.0 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 Soltis Investment Advisers 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.

Soltis Investment Advisers Tech Stack and Enterprise Applications

Soltis Investment Advisers CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoominfo Legacy Zoominfo Platform Account Based Marketing CRM n/a 2023 2023
Marketing Analytics CRM 2023 2023
Marketing Automation CRM 2021 2021
Soltis Investment Advisers Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Orion Advisor Solutions Legacy Orion Enterprise Portfolio and Investment Management Investment Management n/a 2023 2023
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2018 2018
Soltis Investment Advisers IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2020 2020
Application Hosting and Computing Services IaaS 2021 2021
Soltis Investment Advisers CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2023 2023

IT Decision Makers and Key Stakeholders at Soltis Investment Advisers

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Soltis Investment Advisers Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Soltis Investment Advisers IT executives and key decision makers. This section highlights Soltis Investment Advisers's latest recorded technology evaluations, including Orion Enterprise for Portfolio and Investment Management on 2025-06-25. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Soltis Investment Advisers digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2025-06-25 Soltis Investment Advisers Evaluated Orion Advisor Solutions Orion Enterprise Portfolio and Investment Management Investment Management
FAQ - APPS RUN THE WORLD Soltis Investment Advisers Technographics
Soltis Investment Advisers is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Soltis Investment Advisers operates a diverse technology stack with applications such as Zoominfo Platform, Orion Enterprise and Microsoft Azure Cloud Services, covering areas like Account Based Marketing, Portfolio and Investment Management and Application Hosting and Computing Services.
Soltis Investment Advisers has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Zoominfo, Orion Advisor Solutions and Microsoft.
Soltis Investment Advisers recently adopted applications including Zoominfo Platform in 2023, ZoomInfo Chorus in 2023 and Orion Enterprise in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Soltis Investment Advisers’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Soltis Investment Advisers’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 Soltis Investment Advisers technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.