AI Buyer Insights:

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

List of AdvisorEngine Portfolio Management Performance Reporting 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 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!

loading spinner icon



Apply Filters For Customers

Clear Filters Apply Filters
Filters
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 Portfolio Management Performance Reporting Portfolio and Investment Performance and Planning 2019 n/a
Comprehensive Portfolio Management Professional Services 10 $1M United States AdvisorEngine Legacy AdvisorEngine Portfolio Management Performance Reporting Portfolio and Investment Performance and Planning 2023 n/a
Independent Financial Partners Banking and Financial Services 300 $30M United States AdvisorEngine Legacy AdvisorEngine Portfolio Management Performance Reporting Portfolio and Investment Performance and Planning 2021 n/a
Banking and Financial Services 14 $12M United States AdvisorEngine Legacy AdvisorEngine Portfolio Management Performance Reporting Portfolio and Investment Performance and Planning 2021 n/a
Banking and Financial Services 40 $20M United States AdvisorEngine Legacy AdvisorEngine Portfolio Management Performance Reporting Portfolio and Investment Performance and Planning 2021 n/a
Banking and Financial Services 20 $12M United States AdvisorEngine Legacy AdvisorEngine Portfolio Management Performance Reporting Portfolio and Investment Performance and Planning 2015 n/a
Showing 1 to 6 of 6 entries

Buyer Intent: Companies Evaluating AdvisorEngine Portfolio Management Performance Reporting

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating AdvisorEngine Portfolio Management Performance Reporting. 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 Performance Reporting Coverage

AdvisorEngine Portfolio Management Performance Reporting is a Portfolio and Investment Performance and Planning solution from AdvisorEngine.

Companies worldwide use AdvisorEngine Portfolio Management Performance Reporting, 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 Portfolio Management Performance Reporting for Portfolio and Investment Performance and Planning.

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

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

Companies using AdvisorEngine Portfolio Management Performance Reporting 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 Portfolio Management Performance Reporting 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 Performance Reporting 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.