List of AdvisorEngine Goals-based Planning Customers
AdvisorEngine
1616 E Millbrook Rd,
Raleigh, 27609, NC,
United States
Raleigh, 27609, NC,
United States
1 866-826-2731
Professional Services
90
$9M
Since 2010, our global team of researchers has been studying AdvisorEngine Goals-based Planning 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 Goals-based Planning 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 AdvisorEngine Goals-based Planning for Portfolio and Investment Performance and Planning include: Independent Financial Partners, a United States based Banking and Financial Services organisation with 300 employees and revenues of $30.0 million, Telemus Capital, a United States based Banking and Financial Services organisation with 40 employees and revenues of $20.0 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 and many others.
Contact us if you need a completed and verified list of companies using AdvisorEngine Goals-based Planning, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bedel Financial Consulting | Banking and Financial Services | 40 | $5M | United States | AdvisorEngine | AdvisorEngine Goals-based Planning | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018, Bedel Financial Consulting implemented AdvisorEngine Goals-based Planning. The Apps Category is . Bedel is listed as a client on AdvisorEngine’s site and cites the platform’s strengths in onboarding, website enhancements and advisor servicing to support wealth management operations in the United States.
AdvisorEngine Goals-based Planning was used to formalize goals based workflows across advisor and client onboarding processes, leveraging standard goals based planning capabilities such as goal definition, client goal modeling, scenario planning and planning workflow orchestration. Operational scope centered on the firm’s advisory and client service teams, with configuration efforts focused on advisor servicing workflows and digital onboarding touchpoints aligned with website enhancements. Governance emphasis was placed on template configuration and advisor workflow ownership during rollout, with no external implementation partner stated.
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Comprehensive Portfolio Management | Professional Services | 10 | $1M | United States | AdvisorEngine | AdvisorEngine Goals-based Planning | Portfolio and Investment Performance and Planning | 2023 | n/a |
In 2023, Ritholtz implemented AdvisorEngine Goals-based Planning, Apps Category . The engagement used AdvisorEngine’s platform to operationalize a digital-first Good Advice automated wealth offering following Ritholtz’s 2023 acquisition of FutureAdvisor, targeting a new automated client segment in the United States and centralizing client onboarding, proposal generation and portfolio implementation workflows.
AdvisorEngine Goals-based Planning was configured to deliver goals-based planning workflows and portfolio management modules, including client data intake and onboarding, proposal construction, model portfolio mapping and automated implementation orchestration. Functional emphasis was on aligning client goals to model portfolios and embedding automated rebalancing and trade execution logic consistent with goals-based advice patterns, with the platform components provisioned as hosted SaaS to centralize client records and investment model definitions.
Operational scope covered wealth management and client services functions within Ritholtz’s US advisory operations, with governance focused on model governance, proposal approval workflows and onboarding rules to control automated advice flows. The implementation was positioned to scale automated advice and implementation workflows, and public partnership activity was noted in 2024.
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Independent Financial Partners | Banking and Financial Services | 300 | $30M | United States | AdvisorEngine | AdvisorEngine Goals-based Planning | Portfolio and Investment Performance and Planning | 2019 | n/a |
In 2019, Independent Financial Partners selected AdvisorEngine Goals-based Planning and implemented AdvisorEngine’s digital wealth management platform, Apps Category: , to provide advisors with proposal generation, paperless onboarding, model management, goals-based financial planning, rebalancing, performance reporting and fee billing. The initial selection was positioned as a US-based rollout announced in 2019 and the branded platform went live for advisors in 2021, establishing the program timeline and public launch milestones.
AdvisorEngine Goals-based Planning was configured to deliver discrete functional modules including proposal generation, digital onboarding workflows that remove paper processes, model management and automated rebalancing, integrated performance reporting, and automated fee billing. The implementation emphasized goals-based financial planning workflows and the platform name AdvisorEngine Goals-based Planning is used across advisor-facing proposal and planning screens, ensuring consistency between planning, reporting and billing capabilities.
Operational coverage targeted IFP-affiliated advisors in the United States, aligning advisor front office activity with wealth operations and client onboarding processes. The rollout created a branded advisor portal and standardized digital onboarding and planning interactions across the advisor network, moving advisory proposal generation and account opening toward a single platform experience.
Governance and rollout followed a staged approach with a public announcement in 2019 and advisor go-live in 2021, producing a scalable digital onboarding and goals-based planning capability for Independent Financial Partners. Implementation details focused on platform configuration, advisor UX branding, and embedding the AdvisorEngine Goals-based Planning workflows into advisor practice management and client engagement processes.
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Mjp Wealth Advisors | Banking and Financial Services | 14 | $12M | United States | AdvisorEngine | AdvisorEngine Goals-based Planning | Portfolio and Investment Performance and Planning | 2019 | n/a |
In 2019 Mjp Wealth Advisors implemented AdvisorEngine Goals-based Planning as part of a broader deployment of AdvisorEngine’s portfolio and robo-advisory platform, aligning the firm with the Portfolio and Investment Performance and Planning application category. The engagement was focused on streamlining client onboarding and launching a white-label robo-advisory offering for the firm’s advisory practice, with AdvisorEngine Goals-based Planning framed as the integrated planning component used to structure client goals and portfolio objectives.
The deployment used the vendor’s cloud-hosted advisory platform and concentrated on digital onboarding workflows, goals-based plan generation, model portfolio construction, and automated portfolio servicing capabilities. Functional modules implemented included digital client intake and KYC workflows, the goals-based planning module for mapping objectives to investment solutions, model portfolio administration, and automated rebalancing and servicing processes typical of a robo-advisory stack.
Operational coverage centered on the advisory practice and client-facing workflows at Mjp Wealth Advisors within the United States, impacting advisory and operations staff through a shift from manual account setup to automated onboarding and portfolio servicing processes. Governance and rollout followed a practice-level implementation with configuration for white-label branding and advisor training, and the stated outcome was improved automation of client onboarding and portfolio servicing in the advisory practice.
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Telemus Capital | Banking and Financial Services | 40 | $20M | United States | AdvisorEngine | AdvisorEngine Goals-based Planning | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, Telemus Capital launched Telemus Digital in partnership with AdvisorEngine, deploying AdvisorEngine Goals-based Planning as the core planning capability for a United States based bionic robo advisor. AdvisorEngine Goals-based Planning was used to provide Portfolio and Investment Performance and Planning functionality that underpins automated goal setting and investment advice.
The implementation configures goals based planning workflows together with portfolio management automation, including monthly contributions, tax loss harvesting and automated rebalancing. Functional emphasis is on client goal modeling, automated trade and rebalancing rule execution, and ongoing portfolio maintenance consistent with Portfolio and Investment Performance and Planning capabilities.
The publicly launched 2021 solution pairs automated portfolio management with a human advisor oversight layer to preserve advisory review of model allocations and client communications. Operational scope centers on advisory and investment operations, covering client onboarding, account funding cadence and ongoing portfolio maintenance within the United States deployment.
Governance embeds advisor review into algorithmic recommendation workflows so human oversight controls model changes and client interactions. The implementation is described as intended to streamline operations and broaden access to advice, outcomes that are presented in the source material without detailed cost or performance metrics.
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Banking and Financial Services | 20 | $12M | United States | AdvisorEngine | AdvisorEngine Goals-based Planning | Portfolio and Investment Performance and Planning | 2015 | n/a |
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Buyer Intent: Companies Evaluating AdvisorEngine Goals-based Planning
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FAQ - APPS RUN THE WORLD AdvisorEngine Goals-based Planning Coverage
AdvisorEngine Goals-based Planning is a Portfolio and Investment Performance and Planning solution from AdvisorEngine.
Companies worldwide use AdvisorEngine Goals-based Planning, from small firms to large enterprises across 21+ industries.
Organizations such as Independent Financial Partners, Telemus Capital, Mjp Wealth Advisors, Willow Creek Wealth Management and Bedel Financial Consulting are recorded users of
AdvisorEngine Goals-based Planning for Portfolio and Investment Performance and Planning.
Companies using AdvisorEngine Goals-based Planning are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using AdvisorEngine Goals-based Planning are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of AdvisorEngine Goals-based Planning across Americas, EMEA, and APAC.
Companies using AdvisorEngine Goals-based Planning range from small businesses with 0-100 employees - 83.33%, to mid-sized firms with 101-1,000 employees - 16.67%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of AdvisorEngine Goals-based Planning 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 Goals-based Planning customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Performance and Planning.