Bolton Tech Stack

Employee benefits and actuarial consulting for public, corporate, and nonprofit sectors

Financial Services Baltimore, Maryland 51–200 employees Founded 1981 Privately Held

Bolton is a 40+ year-old benefits consulting firm built almost entirely on the Microsoft stack—Microsoft 365, Azure, Power Platform, and Dynamics 365—with heavy reliance on Excel and Power BI for actuarial and financial modeling. The tech-stack shape (enterprise SaaS + Office productivity tools) reflects a professional-services model where consultants work with client data in standardized formats rather than custom software. Current projects center on Power BI dashboards, Power Automate workflows, and Intune device compliance, indicating internal digital modernization alongside client delivery.

Tech Stack 20 technologies

Core StackIntune Microsoft Exchange Power Platform Power Apps Power Automate Power BI Dynamics 365 Microsoft Project Microsoft 365 Azure Azure Entra ID Purview SharePoint Teams OneDrive Dataverse Excel Business Central Word Adobe Acrobat

What Bolton Is Building

◆Challenges

Complex regulatory requirements
Secure microsoft ecosystem management
System alert resolution
Aca compliance
Benefits cost management
Complex implementation of retirement plans
Client retention and satisfaction
Self-funded arrangement financial reporting
Accurate benefit calculations
Compliance with pension regulations

▲Active Projects

Email marketing platform optimization
Benefit program implementations
Voluntary benefits enrollment projects
Custom power bi dashboards and reports
Intune device compliance policies
Power platform workflow automation
Experience studies
Proval/excel based funding and accounting projections
Marketing systems integration
Plan implementation

Hiring Activity

Steady15 roles · 5 in 30d

Department

Finance

Marketing

Retirement

Health

Healthcare

Ops

Support

Seniority

Senior

Intern

Mid

Junior

Lead

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About Bolton

Bolton provides employee benefits, actuarial, investment, compensation, and HR consulting services to public-sector agencies, corporate employers, nonprofit organizations, and federal clients. Founded in 1981, the firm has built its practice around pension actuarial analysis, health and welfare plan design, investment advisory, and regulatory compliance consulting. The company operates from Baltimore and maintains a consulting model that combines actuarial expertise with technology enablement through the Microsoft ecosystem. Active projects span benefit program implementations, voluntary enrollment platforms, retirement plan design, and client-facing reporting infrastructure.

HeadquartersBaltimore, Maryland

Company Size51–200 employees

Founded1981

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Bolton use?

Microsoft 365, Azure, Power Platform (Power Apps, Power Automate, Power BI), Dynamics 365, Dataverse, Excel, Business Central, and Adobe Acrobat. The stack is exclusively Microsoft enterprise software with no third-party SaaS vendors in the primary toolset.

What is Bolton working on?

Current projects include benefit program implementations, voluntary benefits enrollment systems, custom Power BI dashboards, Power Automate workflow automation, Intune device compliance policies, retirement plan implementations, and marketing systems integration.