List of Advisor Controls Customers
Charlotte, 28202, NC,
United States
Since 2010, our global team of researchers has been studying Advisor Controls customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Advisor Controls for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Advisor Controls for Portfolio and Investment Performance and Planning include: Universal Financial Strategies, a United States based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million, Legacy Wealth Partners, a United States based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Advisor Controls, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Advisor Controls customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Legacy Wealth Partners | Banking and Financial Services | 10 | $2M | United States | Advisor Controls | Advisor Controls | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018, Legacy Wealth Partners implemented Advisor Controls' Retirement Plan Simulator, Apps Category: . The Woodland Hills, California advisory firm uses Advisor Controls as a flexible retirement-planning and client-presentation tool, with the advisor reporting improved clarity and accelerated client decisions. The implementation addresses finance and retirement-planning processes for the firm’s United States client base and was inferred to begin in 2018 from a 2019 vendor testimonial noting roughly a year of usage.
Deployment centered on advisor-led scenario modeling and client-facing presentation workflows using Advisor Controls, with configuration focused on retirement plan simulation, cash flow projection, and exportable client-ready presentations. Rollout and governance were implemented at the practice level to standardize how advisors present retirement scenarios and to accelerate decision points during client meetings, with operational coverage tied to the firm’s wealth management activities in the United States.
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Universal Financial Strategies | Banking and Financial Services | 10 | $2M | United States | Advisor Controls | Advisor Controls | Portfolio and Investment Performance and Planning | 2019 | n/a |
In 2019 Universal Financial Strategies implemented Advisor Controls to support its retirement planning workflows. The deployment uses Advisor Controls Retirement Plan Simulator to build and present retirement income plans and to produce plan reporting, Category: .
Operational coverage is focused on finance and retirement-planning processes in the United States, with advisors using Advisor Controls for client presentations and meeting preparation. Data entry and plan preparation are reported to complete in roughly 15 minutes per plan according to the vendor testimonial, and the implementation emphasizes retirement income modelling, plan reporting, and presentation generation as core functional capabilities that streamline advisor workflows and meeting efficiency.
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