List of Intralink Financial Planning Customers
Melbourne, 3000, VIC,
Australia
Since 2010, our global team of researchers has been studying Intralink Financial Planning 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 Intralink Financial Planning 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 Intralink Financial Planning for Portfolio and Investment Performance and Planning include: Scotiabank, a Canada based Banking and Financial Services organisation with 86746 employees and revenues of $24.55 billion, New Mountain Capital, a United States based Banking and Financial Services organisation with 195 employees and revenues of $97.0 million, Huron Capital, a United States based Banking and Financial Services organisation with 42 employees and revenues of $30.0 million and many others.
Contact us if you need a completed and verified list of companies using Intralink Financial Planning, 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 Intralink Financial Planning 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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Huron Capital | Banking and Financial Services | 42 | $30M | United States | Intralink Wealth Management | Intralink Financial Planning | Portfolio and Investment Performance and Planning | 2008 | n/a | In 2008 Huron Capital implemented Intralink Financial Planning within the Portfolio and Investment Performance and Planning category to support asset and portfolio management for its private equity and investment management operations in the United States. The deployment targeted portfolio management, asset-level accounting, and performance measurement workflows used by investment teams and portfolio managers. Intralink Financial Planning was configured to deliver portfolio modeling, performance attribution, scenario planning, client reporting, and recordkeeping capabilities aligned to Portfolio and Investment Performance and Planning functional workflows. The implementation covered operational processes across investment teams and fund accounting functions, integration specifics are not publicly specified, and module usage and outcomes are inferred from the vendor product listing with no detailed case study or implementation metrics available. | |
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New Mountain Capital | Banking and Financial Services | 195 | $97M | United States | Intralink Wealth Management | Intralink Financial Planning | Portfolio and Investment Performance and Planning | 2002 | n/a | In 2002, New Mountain Capital implemented Intralink Financial Planning to support asset and investment and portfolio management processes. The deployment uses Intralink Financial Planning within the Portfolio and Investment Performance and Planning category to support the firms investment and private equity activities in the United States, centering on investment team decision support and portfolio operations. Configuration aligns with common Portfolio and Investment Performance and Planning capabilities, including portfolio modeling, performance analysis, cash flow forecasting, scenario analysis, and client reporting, paired with role based access controls and workflow orchestration for portfolio managers and investment operations. The implementation record documents functional coverage for asset and investment management but does not list named system integrations or an implementation partner, and no public case study with outcomes was provided. | |
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Scotiabank | Banking and Financial Services | 86746 | $24.5B | Canada | Intralink Wealth Management | Intralink Financial Planning | Portfolio and Investment Performance and Planning | 2018 | n/a | In 2018 Scotiabank implemented Intralink Financial Planning to support portfolio and wealth-management financial planning processes within its Global Wealth Management organization. The deployment is recorded in Canada and aligns with the Portfolio and Investment Performance and Planning apps category for advisory and private banking use cases. Module usage such as financial planning and portfolio management is inferred from the vendor product listing rather than an explicit case study, and the implementation is described in terms consistent with that functionality. The Intralink Financial Planning configuration addressed client-level financial plan modeling, portfolio aggregation and consolidated performance reporting, scenario analysis for advisory recommendations, and tools to structure client plans and investment proposals. Operational scope covered Scotiabank Global Wealth Management private banking and wealth advisory operations in Canada, with the application positioned to support advisor workflows and client reporting across those business functions. The implementation narrative indicates the solution was integrated into advisory operations and configured to exchange client and portfolio data with Scotiabank back-office and reporting processes to operationalize financial plans. Public documentation does not disclose detailed governance, rollout sequencing or specific outcomes for the program, and no measurable benefits or cost figures are provided in the listing. The account is recorded as a customer use of Intralink Financial Planning with module-level usage inferred from the product capabilities rather than an explicit case study. |
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