List of AdvisorEngine Portfolio Management Performance Reporting Customers
Raleigh, 27609, NC,
United States
Since 2010, our global team of researchers has been studying AdvisorEngine Portfolio Management Performance Reporting 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 Performance Reporting 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 Portfolio Management Performance Reporting 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 Portfolio Management Performance Reporting, 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 Performance Reporting 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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Bedel Financial Consulting | Banking and Financial Services | 40 | $5M | United States | AdvisorEngine | AdvisorEngine Portfolio Management Performance Reporting | Portfolio and Investment Performance and Planning | 2019 | n/a | In 2019, Bedel Financial Consulting implemented AdvisorEngine Portfolio Management Performance Reporting. Public client pages and a testimonial from Bedel’s technology lead identify AdvisorEngine as delivering digital capabilities that support client experience and operations in finance and wealth management at Bedel Financial Consulting in the United States. The implementation centers on portfolio management and performance reporting functionality, with configuration and advisory reporting workflows aligned to client-facing reporting and operational processes. Public materials imply Bedel uses AdvisorEngine Portfolio Management Performance Reporting as part of its technology stack to support wealth management business functions and client experience, Apps Category . | |
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Comprehensive Portfolio Management | Professional Services | 10 | $1M | United States | AdvisorEngine | AdvisorEngine Portfolio Management Performance Reporting | Portfolio and Investment Performance and Planning | 2023 | n/a | In 2023 Ritholtz implemented AdvisorEngine Portfolio Management Performance Reporting as the foundation for its Good Advice digital-first offering within finance/portfolio-management. The deployment anchored a client-experience and portfolio-management initiative in the United States and consolidated thousands of retail accounts following Ritholtz's acquisition of BlackRock's FutureAdvisor. AdvisorEngine Portfolio Management Performance Reporting was configured to support core modules including performance reporting, portfolio rebalancing, and billing. The program included a large-scale data migration of historical performance, transaction histories, and billing records, ingesting those datasets into the performance reporting and billing workflows to preserve client statement continuity. Operational coverage focused on wealth management and client experience functions across Ritholtz's U.S. operations, with governance aligning reporting ownership and billing reconciliation to centralized operations. The rollout emphasized data integrity and consistent client-facing performance reports, positioning AdvisorEngine Portfolio Management Performance Reporting as the single source for consolidated performance and billing information. | |
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Independent Financial Partners | Banking and Financial Services | 300 | $30M | United States | AdvisorEngine | AdvisorEngine Portfolio Management Performance Reporting | Portfolio and Investment Performance and Planning | 2021 | n/a | In 2021 Independent Financial Partners launched AdvisorEngine Portfolio Management Performance Reporting, Apps Category . The implementation went live in the United States for IFP's U.S. advisor network and was positioned as a finance and client-experience deployment that centralized proposal generation and digital onboarding workflows across advisory channels. AdvisorEngine Portfolio Management Performance Reporting was configured to support core wealth management modules including proposal generation, paperless onboarding, model management, portfolio reporting, rebalancing and fee billing. The platform delivered modern, multi-custody performance reporting and rebalancing capability as described in the vendor press release, and the deployment included model management controls and fee billing workflow configuration to support advisor and portfolio operations. Operational coverage focused on the company’s U.S. advisor network, with the deployment scoped to brokerage and advisory workflows for portfolio construction and reporting. Governance emphasis included configuration of model versioning and portfolio rebalancing processes, standardization of proposal and onboarding touchpoints, and centralized reporting of performance across multiple custody sources to support portfolio-management and client-facing functions. | |
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Banking and Financial Services | 14 | $12M | United States | AdvisorEngine | AdvisorEngine Portfolio Management Performance Reporting | Portfolio and Investment Performance and Planning | 2021 | n/a |
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Banking and Financial Services | 40 | $20M | United States | AdvisorEngine | AdvisorEngine Portfolio Management Performance Reporting | Portfolio and Investment Performance and Planning | 2021 | n/a |
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Banking and Financial Services | 20 | $12M | United States | AdvisorEngine | AdvisorEngine Portfolio Management Performance Reporting | Portfolio and Investment Performance and Planning | 2015 | n/a |
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Buyer Intent: Companies Evaluating AdvisorEngine Portfolio Management Performance Reporting
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