List of Advisys Customers
Irvine, 92606, CA,
United States
Since 2010, our global team of researchers has been studying Advisys 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 Advisys 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 Advisys for Portfolio and Investment Performance and Planning include: Mutual of Omaha, a United States based Insurance organisation with 8300 employees and revenues of $9.35 billion, Fis Sg, a United States based Professional Services organisation with 13000 employees and revenues of $3.32 billion, Insmark, a United States based Professional Services organisation with 34 employees and revenues of $3.0 million, Redtail Technology, a United States based Professional Services organisation with 20 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Advisys, 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 Advisys 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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Fis Sg | Professional Services | 13000 | $3.3B | United States | Advisys | Advisys | Portfolio and Investment Performance and Planning | 2008 | n/a |
In 2008, Fis Sg integrated Advisys into its WealthStation platform to provide advisors with embedded planning content and client‑facing calculation tools. The Advisys integration delivered functionality aligned with Portfolio and Investment Performance and Planning, extending WealthStation’s advisor-facing wealth planning capabilities.
The deployment embedded Advisys Back Room Technician BRT planning and content modules and client-facing calculators into WealthStation, surfacing Advisys planning content and calculators directly within advisor workflows. Advisys was configured to expose planning templates and interactive calculators to advisors, enabling in-session use during client discussions and financial plan illustration.
Integration was scoped to WealthStation users in the United States, providing centralized access to Advisys planning content for wealth and financial planning functions. The work concentrated on platform-level content provisioning and in-application access controls, and it explicitly improved advisor-facing planning resources and client discussions as reported in press coverage.
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Insmark | Professional Services | 34 | $3M | United States | Advisys | Advisys | Portfolio and Investment Performance and Planning | 2015 | n/a |
In 2015, Insmark integrated Advisys into its InsMark Compare financial planning workflow in the United States. Advisys, a Portfolio and Investment Performance and Planning application, was embedded to deliver Back Room Technician BRT planning and content modules including a FINRA approved risk questionnaire and client facing calculators. The integration provided advisors with in-workflow risk profiling and client presentation content tied to InsMark Compare proposals.
The deployment centers on Advisys' BRT planning and content modules, configured to surface risk questionnaire results and calculator outputs inside InsMark Compare engagement and proposal generation steps. Operational scope covered advisor facing financial planning and client engagement in the United States, aligning Advisys content modules with InsMark Compare workflows to standardize risk profiling and planning content distribution to advisors.
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Mutual of Omaha | Insurance | 8300 | $9.3B | United States | Advisys | Advisys | Portfolio and Investment Performance and Planning | 2020 | n/a |
In 2020 Mutual of Omaha implemented Advisys needs-analysis/financial-planning software, branded as Navigator, in the United States to add home-equity analysis into advisor client planning conversations. The implementation centered on Advisys as the primary application to surface home-equity considerations during client needs analysis and planning discussions.
The deployment used Advisys needs-analysis/financial-planning modules with the home-equity capability embedded into advisor workflows, enabling scenario analysis and client-facing planning outputs that incorporate home-equity options. The implementation broadened cross-sell and referral opportunities by linking advisor planning conversations to Mutual of Omaha Mortgage, creating a purposeful referral pathway from financial planning outputs to mortgage services.
Operational coverage focused on advisory teams and financial planning functions within Mutual of Omaha in the United States, with governance oriented around embedding Navigator into advisor client interactions and referral processes. Reported outcomes include more comprehensive advisor conversations and streamlined access to mortgage services through the integration of home-equity analysis into the Advisys planning experience.
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Redtail Technology | Professional Services | 20 | $2M | United States | Advisys | Advisys | Portfolio and Investment Performance and Planning | 2017 | n/a |
In 2017, Redtail Technology implemented Advisys, deploying Advisys to extend CRM workflows with vendor planning capabilities in the Portfolio and Investment Performance and Planning category. The announcement described a direct integration that embeds planning access into Redtail contact records for advisors in the United States.
The implementation centers on Advisys planning modules and the Advisys planning tools, integrated via single sign-on through Tailwag so advisors can launch planning sessions from within Redtail without separate authentication. Functional capabilities emphasized in the integration are interactive financial planning workflows and CRM-to-planning launch paths that reduce login friction and accelerate meeting preparation.
Operational coverage is focused on advising teams using Redtail CRM in the United States, impacting advisor meeting workflows, client planning sessions, and CRM-driven advisory processes. The vendor communication frames the change as streamlining CRM-to-planning workflows and explicitly reducing friction during advisor meetings and planning sessions.
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