List of Envestnet Revenue Manager Customers
Berwyn, 19312, PA,
United States
Since 2010, our global team of researchers has been studying Envestnet Revenue Manager 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 Envestnet Revenue Manager for Revenue Cycle 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 Envestnet Revenue Manager for Revenue Cycle Management include: Pershing, a United States based Professional Services organisation with 5000 employees and revenues of $2.54 billion, Beutel, Goodman & Company, a Canada based Banking and Financial Services organisation with 91 employees and revenues of $17.0 million, Intech Investment Management, a United States based Banking and Financial Services organisation with 80 employees and revenues of $12.0 million and many others.
Contact us if you need a completed and verified list of companies using Envestnet Revenue Manager, 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 Envestnet Revenue Manager 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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Beutel, Goodman & Company | Banking and Financial Services | 91 | $17M | Canada | Envestnet | Envestnet Revenue Manager | Revenue Cycle Management | 2021 | n/a |
In 2021, Beutel, Goodman & Company implemented Envestnet Revenue Manager. The Revenue Cycle Management deployment used the Redi2/Envestnet Revenue Manager platform to modernize fee billing and invoicing and to integrate revenue processes with back office systems for its asset management finance operations in Canada.
The implementation configured automated fee calculation engines and multi currency invoicing workflows, aligning billing schedules and invoice generation with fund accounting cycles. The deployment also established consolidated billing controls and operational reporting to support fee administration and client statement production within the Revenue Cycle Management environment.
Integrations focused on linking revenue processing into existing back office systems to streamline end to end fee workflows across the finance organization. Governance and rollout emphasized scalability for Canadian asset management finance operations, and the 2021 deployment delivered operational efficiencies and better client servicing as reported by the organization.
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Intech Investment Management | Banking and Financial Services | 80 | $12M | United States | Envestnet | Envestnet Revenue Manager | Revenue Cycle Management | 2024 | n/a |
In 2024 Intech Investment Management implemented Envestnet Revenue Manager to modernize billing, accruals, payments, and revenue accounting as part of a finance and billing transformation in the United States, positioning the initiative within the Revenue Cycle Management category. The deployment targeted the firm s finance and billing functions and moved from initial sales to full production in an accelerated 18 week onboarding timeline.
The Envestnet Revenue Manager implementation focused on billing automation, accruals management, payment processing workflows, and revenue accounting controls, with configuration work to standardize invoicing schedules, automated billing runs, and accrual posting logic. Envestnet Revenue Manager was configured to support end to end revenue lifecycle workflows consistent with Revenue Cycle Management practices, emphasizing automated reconciliation and accounting-ready revenue records.
Operational coverage centered on corporate finance and billing teams across the United States, with integrations enhanced for accruals and payments during the rapid onboarding process. Rollout governance emphasized a compressed production cutover and centralized operational ownership for billing and revenue accounting, and the firm reported improved billing automation and stronger integrations for accruals and payments as part of the go live outcomes.
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Pershing | Professional Services | 5000 | $2.5B | United States | Envestnet | Envestnet Revenue Manager | Revenue Cycle Management | 2015 | n/a |
In 2015, Pershing implemented Envestnet Revenue Manager as an enterprise billing solution within the Revenue Cycle Management category. The U.S. finance and billing deployment centralized advisor billing for Pershing's broker dealer and advisor clients, was designed to process over one million accounts, and consolidated multiple billing platforms into a single billing backbone.
The Envestnet Revenue Manager implementation focused on a high-throughput billing engine and account-level processing, including schedule and fee configuration, automated invoice generation, and reconciliation workflows common to Revenue Cycle Management systems. Configuration efforts emphasized scale and operational efficiency to support mass account processing and consolidated rate book management for advisor billing operations.
Operational integration included a direct integration with Pershing's NetX360 platform to enable account and transaction data flow into the billing engine, supporting end to end billing calculations and statement generation. Governance centered on a centralized U.S. billing cadence, consolidated operational ownership within finance and billing teams, and a rollout approach aimed at unifying disparate billing processes while increasing billing scale and operational efficiency.
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Buyer Intent: Companies Evaluating Envestnet Revenue Manager
- Pjd Construction London United Kingdom, a United Kingdom based Construction and Real Estate organization with 10 Employees
- Barings, a United States based Banking and Financial Services company with 1029 Employees
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