Littleton, 80120, CO,
United States
Starlight Portfolios Technographics
Starlight Portfolios Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Starlight Portfolios and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 280 Starlight Portfolios employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Starlight Portfolios has purchased the following applications: WordPress for Web Content Management in 2018, Automattic Jetpack CRM for CRM in 2023, AdvisorEngine Digital Onboarding for Investor Onboarding in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Starlight Portfolios is running and its propensity to invest more and deepen its relationship with Automattic , Google , AdvisorEngine 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 Starlight Portfolios revenues, which have grown to $16.0 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 Starlight Portfolios 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.
Starlight Portfolios Tech Stack and Enterprise Applications
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WordPress | Web Content Management | Content Management | n/a | 2018 | 2018 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2023 | 2023 |
|
|
|
|
|
Tag Management | CRM |
|
2021 | 2021 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AdvisorEngine | Legacy | AdvisorEngine Digital Onboarding | Investor Onboarding | Investment Management | n/a | 2024 | 2024 |
In 2024, Starlight Portfolios deployed AdvisorEngine Digital Onboarding to support Investor Onboarding. The deployment is described in vendor materials as supporting a paperless, branded investor experience and streamlined account opening workflows that scale advisor operations, making AdvisorEngine Digital Onboarding the primary channel for new account intake and investor onboarding at the firm.
Configuration centered on digital account opening forms, a branded investor portal, automated workflow orchestration for account approval steps, document collection and storage, and electronic signature capture, capabilities that are typical of Investor Onboarding solutions. The implementation used workflow templates and automation to standardize advisor inputs and reduce manual handoffs, with access controls for advisors, client service and operations staff.
Operational coverage included advisor teams, client servicing and operations functions within Starlight Portfolios, aligning account opening and CRM data capture with advisor workflows. Governance emphasized standardized onboarding procedures, approval routing and document retention controls to formalize process responsibilities and support consistent investor experiences. Vendor-cited outcomes include a paperless branded investor experience and streamlined account opening workflows that scale advisor operations.
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Apps Development | PaaS |
|
2020 | 2020 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2022 | 2022 |
|
|
|
|
|
Domain Name System (DNS) | IaaS |
|
2018 | 2018 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Sockets Layer (SSL) | CyberSecurity |
|
2020 | 2020 |
|
IT Decision Makers and Key Stakeholders at Starlight Portfolios
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Starlight Portfolios Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||