List of InvestCloud Advicent NaviPlan Customers

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Logo Customer Industry Empl. Revenue Country Vendor Old Product New Product Category When SI
Baird Insurance 4500 $2.3B United States InvestCloud Legacy InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning 2013 n/a
Beacon Pointe Wealth Advisors Banking and Financial Services 200 $3M United States InvestCloud Legacy InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning 2013 n/a
BMO Nesbitt Burns Banking and Financial Services 2000 $3.2B Canada InvestCloud Legacy InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning 2014 n/a
Banking and Financial Services 7000 $36.1B United States InvestCloud Legacy InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning 2015 n/a
Banking and Financial Services 55184 $21.7B United States InvestCloud Legacy InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning 2009 n/a
Banking and Financial Services 6000 $1.2B Canada InvestCloud Legacy InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning 2013 n/a
Banking and Financial Services 96165 $40.4B Canada InvestCloud Legacy InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning 2018 n/a
Banking and Financial Services 60 $10M Canada InvestCloud Legacy InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning 2019 n/a
Showing 1 to 8 of 8 entries

Buyer Intent: Companies Evaluating InvestCloud Advicent NaviPlan

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