List of AdvisorEngine Portfolio Management Customers
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United States
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 10300 employees and revenues of $7.85 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!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Comprehensive Portfolio Management | Professional Services | 10 | $1M | United States | AdvisorEngine | AdvisorEngine Portfolio Management | Portfolio and Investment Management | 2023 | n/a | In 2023, Ritholtz selected AdvisorEngine Portfolio Management, Apps Category , as the foundation for its digital first Good Advice offering after acquiring FutureAdvisor. The selection established AdvisorEngine Portfolio Management as the primary platform for portfolio operations and client reporting, with implementation work beginning after the 2023 acquisition and the partnership publicly presented in January 2024. AdvisorEngine oversaw data validation and the migration of thousands of accounts, executing migration support workflows and account mapping while configuring portfolio management, performance reporting, trading and rebalancing, and billing workflows. Implementation activities included configuration of portfolio models, performance attribution reporting, trade generation and automated rebalancing logic, and billing workflow setup consistent with AdvisorEngine Portfolio Management. Deployment was scoped to the United States and impacted advisory operations, trading operations, client reporting, and billing functions across Ritholtz’s advisory business. Governance emphasized structured data validation checkpoints and phased migration cutovers under AdvisorEngine oversight to preserve account fidelity during migration, and AdvisorEngine Portfolio Management now supports Ritholtz advisory operations, trading, and client billing functions. | |
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Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | AdvisorEngine | AdvisorEngine Portfolio Management | Portfolio and Investment Management | 2020 | n/a | In 2020, Franklin Templeton adopted AdvisorEngine Portfolio Management as part of its acquisition of AdvisorEngine, embedding AdvisorEngine Portfolio Management within its wealth and investment technology capabilities. The implementation emphasized the Portfolio Management category to enable goals based planning, white label robo offerings and tighter advisor facing portfolio construction and reporting workflows in finance and investment operations in North America. The deployment organized AdvisorEngine Portfolio Management around advisor facing portfolio construction modules, reporting and performance interfaces, and goals based planning capabilities, configured for use by Franklin Templeton’s advisory teams. Functional configuration focused on portfolio construction workflows, consolidated reporting, and white label distribution support, aligning product configuration to advisor and channel delivery models typical of Portfolio Management software. Operational scope was a parent level internal adoption within Franklin Templeton, applied to finance and investment functions across North America and rolled out following the 2020 acquisition and product announcements. Governance concentrated on integrating AdvisorEngine Portfolio Management into advisor workflows and central product provisioning, ensuring the platform supported both advisor facing operations and white label robo deployment models. | |
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Independent Financial Partners | Banking and Financial Services | 300 | $30M | United States | AdvisorEngine | AdvisorEngine Portfolio Management | Portfolio and Investment Management | 2019 | n/a | In 2019, Independent Financial Partners implemented AdvisorEngine Portfolio Management to launch a branded digital wealth management platform for its advisors. The deployment targeted portfolio & investment management functionality for advisors in the United States, and the platform was announced live for advisors in February 2021. AdvisorEngine Portfolio Management was configured to support proposal generation, paperless onboarding, model management, portfolio reporting, automated rebalancing, and fee billing for both portfolio and investment management services. Configuration emphasized advisor-facing workflows and template-driven proposal and reporting modules to enable personalization at scale for IFP advisors. Operational coverage focused on advisor desks and client onboarding and servicing teams, with the platform handling portfolio implementation and reporting workflows end to end. The implementation impacted business functions including advisory operations, client onboarding, portfolio management, and billing. Governance and rollout centered on a branded advisor experience and process standardization to reduce manual workflows across portfolio implementation and reporting, with the engagement explicitly positioned to deliver personalization-at-scale. AdvisorEngine Portfolio Management provided centralized model management and reporting controls as part of the platform rollout. | |
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Banking and Financial Services | 315 | $427M | United States | AdvisorEngine | AdvisorEngine Portfolio Management | Portfolio and Investment Management | 2017 | n/a |
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Banking and Financial Services | 10 | $1M | United States | AdvisorEngine | AdvisorEngine Portfolio Management | Portfolio and Investment Management | 2016 | n/a |
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Buyer Intent: Companies Evaluating AdvisorEngine Portfolio Management
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