AI Buyer Insights:

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● 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

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

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● 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

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

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

List of Advisor360 Customers

Advisor360
Location
133 Boston Post Rd Building 15 2nd Floor,
Weston, 2493, MA,
United States
Website
https://www.advisor360.com/
Phone
1 877-360-3601
Artw industry
Professional Services
Employee
600
Revenue
$100M

Since 2010, our global team of researchers has been studying Advisor360 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 Advisor360 for Asset and Wealth Management 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 Advisor360 for Asset and Wealth Management include: Allstate, a United States based Insurance organisation with 55000 employees and revenues of $64.12 billion, MassMutual, a United States based Insurance organisation with 11000 employees and revenues of $37.95 billion, GWN Securities, a United States based Banking and Financial Services organisation with 150 employees and revenues of $42.0 million and many others.

Contact us if you need a completed and verified list of companies using Advisor360, 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 Advisor360 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 Old Product New Product Category When SI
Allstate Insurance 55000 $64.1B United States Advisor360 Legacy Advisor360 Asset and Wealth Management 2025 n/a
GWN Securities Banking and Financial Services 150 $42M United States Advisor360 Legacy Advisor360 Asset and Wealth Management 2024 n/a
MassMutual Insurance 11000 $38.0B United States Advisor360 Legacy Advisor360 Asset and Wealth Management 2021 n/a
Showing 1 to 3 of 3 entries

Buyer Intent: Companies Evaluating Advisor360

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Advisor360. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Advisor360 for Asset and Wealth Management include:

  1. Bharti Tele Ventures, a India based Communications organization with 100 Employees

Discover Software Buyers actively Evaluating Enterprise Applications

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FAQ - APPS RUN THE WORLD Advisor360 Coverage

Advisor360 is a Asset and Wealth Management solution from Advisor360.

Companies worldwide use Advisor360, from small firms to large enterprises across 21+ industries.

Organizations such as Allstate, MassMutual and GWN Securities are recorded users of Advisor360 for Asset and Wealth Management.

Companies using Advisor360 are most concentrated in Insurance and Banking and Financial Services, with adoption spanning over 21 industries.

Companies using Advisor360 are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Advisor360 across Americas, EMEA, and APAC.

Companies using Advisor360 range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 33.33%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 66.67%.

Customers of Advisor360 include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Advisor360 customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Asset and Wealth Management.