AI Buyer Insights:

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

● JLG Industries, 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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

List of AdvisorEngine Digital Onboarding Customers

AdvisorEngine
Location
1616 E Millbrook Rd,
Raleigh, 27609, NC,
United States
Website
https://www.advisorengine.com/
Phone
1 866-826-2731
Artw industry
Professional Services
Employee
90
Revenue
$9M

Since 2010, our global team of researchers has been studying AdvisorEngine Digital Onboarding 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 AdvisorEngine Digital Onboarding for Investor Onboarding 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 AdvisorEngine Digital Onboarding for Investor Onboarding include: Starlight Portfolios, a United States based Banking and Financial Services organisation with 280 employees and revenues of $16.0 million, Mjp Wealth Advisors, a United States based Banking and Financial Services organisation with 14 employees and revenues of $12.0 million, Willow Creek Wealth Management, a United States based Banking and Financial Services organisation with 20 employees and revenues of $12.0 million, Bedel Financial Consulting, a United States based Banking and Financial Services organisation with 40 employees and revenues of $5.0 million, Financial Designs, 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 AdvisorEngine Digital Onboarding, 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 AdvisorEngine Digital Onboarding 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
Bedel Financial Consulting Banking and Financial Services 40 $5M United States AdvisorEngine Legacy AdvisorEngine Digital Onboarding Investor Onboarding 2020 n/a
Financial Designs Banking and Financial Services 10 $2M United States AdvisorEngine Legacy AdvisorEngine Digital Onboarding Investor Onboarding 2024 n/a
Mjp Wealth Advisors Banking and Financial Services 14 $12M United States AdvisorEngine Legacy AdvisorEngine Digital Onboarding Investor Onboarding 2024 n/a
Banking and Financial Services 280 $16M United States AdvisorEngine Legacy AdvisorEngine Digital Onboarding Investor Onboarding 2024 n/a
Banking and Financial Services 20 $12M United States AdvisorEngine Legacy AdvisorEngine Digital Onboarding Investor Onboarding 2021 n/a
Showing 1 to 5 of 5 entries

Buyer Intent: Companies Evaluating AdvisorEngine Digital Onboarding

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FAQ - APPS RUN THE WORLD AdvisorEngine Digital Onboarding Coverage

AdvisorEngine Digital Onboarding is a Investor Onboarding solution from AdvisorEngine.

Companies worldwide use AdvisorEngine Digital Onboarding, from small firms to large enterprises across 21+ industries.

Organizations such as Starlight Portfolios, Mjp Wealth Advisors, Willow Creek Wealth Management, Bedel Financial Consulting and Financial Designs are recorded users of AdvisorEngine Digital Onboarding for Investor Onboarding.

Companies using AdvisorEngine Digital Onboarding are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.

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

Companies using AdvisorEngine Digital Onboarding range from small businesses with 0-100 employees - 80%, to mid-sized firms with 101-1,000 employees - 20%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of AdvisorEngine Digital Onboarding 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 AdvisorEngine Digital Onboarding customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Investor Onboarding.