List of InvestCloud Advicent NaviPlan Customers

Since 2010, our global team of researchers has been studying InvestCloud Advicent NaviPlan 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 InvestCloud Advicent NaviPlan 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 InvestCloud Advicent NaviPlan for Portfolio and Investment Performance and Planning include: RBC Wealth Management, a Canada based Banking and Financial Services organisation with 96165 employees and revenues of $40.41 billion, Northwestern Mutual, a United States based Banking and Financial Services organisation with 7000 employees and revenues of $36.12 billion, PNC Bank, a United States based Banking and Financial Services organisation with 53686 employees and revenues of $20.81 billion, BMO Nesbitt Burns, a Canada based Banking and Financial Services organisation with 2000 employees and revenues of $3.24 billion, Baird, a United States based Insurance organisation with 4500 employees and revenues of $2.30 billion and many others.

Contact us if you need a completed and verified list of companies using InvestCloud Advicent NaviPlan, 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 ERP Financial Management software purchases.

The InvestCloud Advicent NaviPlan 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 ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!