List of Intralink Wealth Management Customers
Intralink Wealth Management
Level 10, 360 Collins Street,
Melbourne, 3000, VIC,
Australia
Melbourne, 3000, VIC,
Australia
61 3 9629-1100
Professional Services
20
$2M
Since 2010, our global team of researchers has been studying Intralink Wealth Management 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 Wealth Management for Asset and Wealth 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 Intralink Wealth Management for Asset and Wealth Management include: Scotiabank Global Wealth Management, a Canada based Banking and Financial Services organisation with 2700 employees and revenues of $590.0 million, 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, Altra Investments Colombia, a Colombia based Banking and Financial Services organisation with 25 employees and revenues of $11.0 million and many others.
Contact us if you need a completed and verified list of companies using Intralink Wealth Management, 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 Wealth Management 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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Altra Investments Colombia | Banking and Financial Services | 25 | $11M | Colombia | Intralink Wealth Management | Intralink Wealth Management | Asset and Wealth Management | 2014 | n/a |
In 2014, Altra Investments Colombia implemented Intralink Wealth Management as its Asset and Wealth Management solution to create an investor portal for fund reporting and capital-raising communications across the Andean region. The deployment was oriented toward giving investors immediate access to reports and a centralized document library via the Intralink Wealth Management platform.
The implementation emphasized investor portal capabilities and document management, with inferred use of file-splitting features to tailor distributions to investor cohorts. Configuration work focused on centralized versioning, role based access control, and automated distribution workflows to streamline routine report delivery and maintain document provenance.
Operational coverage targeted investor relations, fund reporting, and capital-raising functions across the Andean region, providing a single repository for investor-facing materials and periodic fund reports. No specific upstream system integrations are documented in the case notes, the implementation narrative centers on portal driven investor access and consolidated communications.
Governance work included standardizing distribution processes and instituting permission based document governance to support investor communications. The case study reports higher investor adoption and major time savings in report distribution as primary outcomes following the Intralink Wealth Management implementation.
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Huron Capital | Banking and Financial Services | 42 | $30M | United States | Intralink Wealth Management | Intralink Wealth Management | Asset and Wealth Management | 2008 | n/a |
In 2008, Huron Capital deployed Intralink Wealth Management in an Asset and Wealth Management capacity to support fundraising, investor and fund reporting, and to operate a virtual data room for M&A activities in the United States. The Intralink Wealth Management deployment was positioned as a centralized platform for limited partner communications and document distribution control across fund and deal workflows.
The implementation emphasized fund reporting and investor portal functionality alongside virtual data room capabilities for secure document staging and controlled access. Configuration work focused on granular access permissions, document lifecycle management, audit trail capture for document and communication events, and workflow support for notifications and distribution processes, which reduced manual routing and reconciliation tasks.
Operational coverage targeted Huron Capital’s investor relations, fund operations, and M&A teams across the United States, aligning the system with fundraising workflows and limited partner reporting cycles. The deployment consolidated investor communications and standardized fund reporting outputs within the Intralink Wealth Management environment.
Governance and process changes moved distribution control and auditability into the platform, creating robust audit trails for LP communications and formalizing distribution workflows. The implementation materially reduced manual work and provided robust auditability for investor reporting and M&A due diligence activities.
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New Mountain Capital | Banking and Financial Services | 195 | $97M | United States | Intralink Wealth Management | Intralink Wealth Management | Asset and Wealth Management | 2002 | n/a |
In 2002, New Mountain Capital began using Intralink Wealth Management to automate investor communications and fund reporting for its private equity funds in the United States. The deployment used Intralink Wealth Management within an Asset and Wealth Management context to centralize investor reporting, board materials distribution, and capital call workflows, enabling faster distribution of capital calls and improved compliance oversight.
Implementation centered on investor reporting capabilities and inferred use of the InvestorVision module, configured to produce periodic investor reports and to orchestrate board materials workflows for fund managers. Intralink Wealth Management was configured to support daily operational use by deal teams and investor relations, automating report generation and distribution cycles while standardizing document templates and access controls typical of Asset and Wealth Management platforms.
Operational coverage remained within the United States and spanned investor relations, fund administration, and compliance teams, with routine daily usage by the team as described. Governance adjustments included standardized reporting cadences and oversight processes for capital call distribution and board material approvals, which strengthened auditability and compliance monitoring.
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Scotiabank Global Wealth Management | Banking and Financial Services | 2700 | $590M | Canada | Intralink Wealth Management | Intralink Wealth Management | Asset and Wealth Management | 2018 | n/a |
In 2018, Scotiabank Global Wealth Management implemented Intralink Wealth Management, deploying an Asset and Wealth Management application to support national partnerships and advisor operations. The Intralink Wealth Management deployment was scoped to the National Scotia Wealth Management Partnerships team and configured to service 4 Regional Directors, 50 Wealth Management Consultants and more than 900 retail branches and referral partners across Canadian Business Banking and Canadian Wealth Management.
The implementation concentrated on functional capabilities common to Asset and Wealth Management, including referral crediting workflows, partner and advisor pipeline reporting, expense and billing processing, onboarding and offboarding access provisioning, and training management. Configuration work included maintaining referral records, manual validation queues for missing credits, structured reporting for National Office and Regional reporting needs, and pipelines to prepare ad hoc weekly and monthly reports used by Partnerships and Metrics Reporting.
Intralink Wealth Management was integrated operationally with the firm CRM and collaboration stack, including Salesforce for record maintenance and credit investigations, Outlook and Microsoft Office for communications and document workflows, Microsoft Teams and Lync/Skype for collaboration, VPN for secure remote access, and Egencia for travel booking and expense workflows. The Partnerships team worked alongside the Salesforce team to identify and escalate system issues that impacted Wealth Management Consultant and Retail credit, and logged missing credit details to the adjustment team for resolution. Onboarding and offboarding processes were instrumented to grant and revoke systems access across Intralink, Salesforce and supporting tools.
Governance was embedded into day to day operations with explicit adherence to internal policies, Scotiabank values and Global Sales Principles, and controls for operational, compliance, AML/ATF and sanctions risk. Process changes included centralized inbox management for partner inquiries, monthly expense review and billing entry processing, routine Salesforce training to address common data errors, and multi layer investigations for retail crediting. These process and governance adjustments supported the Partnerships team in sustaining partner engagement and improving operational consistency for Wealth Management Consultants.
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Buyer Intent: Companies Evaluating Intralink Wealth Management
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Intralink Wealth Management. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Intralink Wealth Management for Asset and Wealth Management include:
- The Learning Bar, a Canada based Education organization with 60 Employees
- Government of Newfoundland and Labrador, a Canada based Government company with 4500 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Intralink Wealth Management Coverage
Intralink Wealth Management is a Asset and Wealth Management solution from Intralink Wealth Management.
Companies worldwide use Intralink Wealth Management, from small firms to large enterprises across 21+ industries.
Organizations such as Scotiabank Global Wealth Management, New Mountain Capital, Huron Capital and Altra Investments Colombia are recorded users of
Intralink Wealth Management for Asset and Wealth Management.
Companies using Intralink Wealth Management are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Intralink Wealth Management are most concentrated in Canada, United States and Colombia, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Intralink Wealth Management across Americas, EMEA, and APAC.
Companies using Intralink Wealth Management range from small businesses with 0-100 employees - 50%, to mid-sized firms with 101-1,000 employees - 25%, large organizations with 1,001-10,000 employees - 25%, and global enterprises with 10,000+ employees - 0%.
Customers of Intralink Wealth Management 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 Intralink Wealth Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Asset and Wealth Management.