AI Buyer Insights:

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

List of AdvisorEngine Portfolio Management 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 Portfolio Management 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 Portfolio Management for Portfolio and Investment 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 AdvisorEngine Portfolio Management for Portfolio and Investment Management include: Franklin Templeton, a United States based Banking and Financial Services organisation with 9800 employees and revenues of $8.28 billion, WisdomTree, a United States based Banking and Financial Services organisation with 315 employees and revenues of $427.0 million, Independent Financial Partners, a United States based Banking and Financial Services organisation with 300 employees and revenues of $30.0 million, Comprehensive Portfolio Management, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, WorthFM, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.

Contact us if you need a completed and verified list of companies using AdvisorEngine Portfolio Management, 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 Portfolio Management 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!

Apply Filters For Customers

Clear Filters Apply Filters
Filters
Logo Customer Industry Empl. Revenue Country Vendor Old Product New Product Category When SI
Comprehensive Portfolio Management Professional Services 10 $1M United States AdvisorEngine Legacy AdvisorEngine Portfolio Management Portfolio and Investment Management 2023 n/a
Franklin Templeton Banking and Financial Services 9800 $8.3B United States AdvisorEngine Legacy AdvisorEngine Portfolio Management Portfolio and Investment Management 2020 n/a
Independent Financial Partners Banking and Financial Services 300 $30M United States AdvisorEngine Legacy AdvisorEngine Portfolio Management Portfolio and Investment Management 2019 n/a
Banking and Financial Services 315 $427M United States AdvisorEngine Legacy AdvisorEngine Portfolio Management Portfolio and Investment Management 2017 n/a
Banking and Financial Services 10 $1M United States AdvisorEngine Legacy AdvisorEngine Portfolio Management Portfolio and Investment Management 2016 n/a
Showing 1 to 5 of 5 entries

Buyer Intent: Companies Evaluating AdvisorEngine Portfolio Management

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating AdvisorEngine Portfolio Management. Gain ongoing access to real-time prospects and uncover hidden opportunities.

Discover Software Buyers actively Evaluating Enterprise Applications

Clear Filters Apply Filters
Filters
Logo Company Industry Employees Revenue Country Evaluated
No data found
FAQ - APPS RUN THE WORLD AdvisorEngine Portfolio Management Coverage

AdvisorEngine Portfolio Management is a Portfolio and Investment Management solution from AdvisorEngine.

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

Organizations such as Franklin Templeton, WisdomTree, Independent Financial Partners, Comprehensive Portfolio Management and WorthFM are recorded users of AdvisorEngine Portfolio Management for Portfolio and Investment Management.

Companies using AdvisorEngine Portfolio Management are most concentrated in Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.

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

Companies using AdvisorEngine Portfolio Management range from small businesses with 0-100 employees - 40%, to mid-sized firms with 101-1,000 employees - 40%, large organizations with 1,001-10,000 employees - 20%, and global enterprises with 10,000+ employees - 0%.

Customers of AdvisorEngine Portfolio Management 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 Portfolio Management 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 Management.