List of AdvisorEngine Portfolio Management Performance Reporting 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 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 |
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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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Mjp Wealth Advisors | Banking and Financial Services | 14 | $12M | United States | AdvisorEngine | AdvisorEngine Portfolio Management Performance Reporting | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, MJP Wealth Advisors implemented AdvisorEngine Portfolio Management Performance Reporting in the Portfolio and Investment Performance and Planning category. The engagement prioritized digital client onboarding and the launch of a robo-advisory offering to streamline investment and financial planning workflows for the Connecticut firm.
AdvisorEngine Portfolio Management Performance Reporting was configured to deliver portfolio management and performance reporting capabilities, emphasizing client-facing performance statements, performance calculation and consolidated reporting. The deployment incorporated automation of advisory workflows typical for portfolio and investment performance and planning platforms, aligning reporting outputs with client onboarding steps and robo-advisory rule sets.
Operational coverage centered on MJP Wealth Advisors investment advisory, financial planning and client services functions, with the platform used as the operational locus for portfolio oversight and client reporting. Workflows tied onboarding, account provisioning and robo-advisory orchestration into a single application to reduce manual handoffs and centralize performance data.
Governance changes focused on standardizing onboarding processes and embedding automated review gates within the advisory operating model, with AdvisorEngine Portfolio Management Performance Reporting serving as the single source for portfolio performance data. The case study reports improved client onboarding and increased automation in investment and financial planning processes as the primary outcomes.
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Telemus Capital | Banking and Financial Services | 40 | $20M | United States | AdvisorEngine | AdvisorEngine Portfolio Management Performance Reporting | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, Telemus Capital deployed AdvisorEngine Portfolio Management Performance Reporting to launch Telemus Digital, its digital first investment and advice platform for U.S. clients. The AdvisorEngine Portfolio Management Performance Reporting implementation sits in the Portfolio and Investment Performance and Planning category, providing portfolio construction, performance analytics and client portal reporting as the front line toolset for advisory services.
The solution combined automated portfolio management capabilities, including automated contributions, tax loss harvesting and rebalancing, with human advisor oversight to deliver a blended robo advice and advisor supervised workflow. AdvisorEngine Portfolio Management Performance Reporting was configured to support automated rebalancing rules, harvesting cycles, contribution scheduling and consolidated performance reporting, aligning portfolio operations with advisor review checkpoints.
Operational scope centered on retail advisory functions, client servicing and investment operations for U.S. clients, with the platform exposed through a client portal experience to provide reporting and account interaction. Governance incorporated advisor oversight in the portfolio lifecycle, embedding review and approval workflows that connect automated trading events to advisor interventions, and rollout was publicly announced in 2021 as part of Telemus Digital.
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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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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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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.