List of InvestCloud Advicent NaviPlan Customers
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United States
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 53859 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, R.W. Braid, 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!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Beacon Pointe Wealth Advisors | Banking and Financial Services | 200 | $3M | United States | InvestCloud | InvestCloud Advicent NaviPlan | Portfolio and Investment Performance and Planning | 2013 | n/a |
In 2013, Beacon Pointe Wealth Advisors implemented InvestCloud Advicent NaviPlan to provide firmwide financial planning and portfolio planning capabilities. The deployment was oriented to the Portfolio and Investment Performance and Planning category and applied primarily within the firm’s advisory and financial planning teams at its United States operations.
The implementation centered on InvestCloud Advicent NaviPlan for client financial planning reports and scenario modeling, using standard category capabilities such as cash flow projection, plan illustrations, and portfolio analysis to support advisor client meetings. Financial Planning reports using NaviPlan/Zywave were explicitly part of the configuration, with NaviPlan integrated with Zywave to orchestrate report generation and distribute planning outputs to advisor workflows.
Operational governance emphasized controlled plan versioning, advisor review and approval workflows, and reconciled input data feeds to support repeatable report production. The rollout focused on embedding InvestCloud Advicent NaviPlan into existing advisory processes, aligning the software with financial planning workflows, advisor usage patterns, and firm reporting standards.
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BMO Nesbitt Burns | Banking and Financial Services | 2000 | $3.2B | Canada | InvestCloud | InvestCloud Advicent NaviPlan | Portfolio and Investment Performance and Planning | 2014 | n/a |
In 2014, BMO Nesbitt Burns implemented InvestCloud Advicent NaviPlan as a Portfolio and Investment Performance and Planning solution at its Bay Street branch in Toronto. The deployment focused on advisor-facing planning workflows for private wealth clients and on branch-level operational support for financial projection activities.
InvestCloud Advicent NaviPlan was used to generate retirement plans and to perform asset mix analysis and cash flow modelling, producing financial projections for client budgeting discussions. Client profile creation and recordkeeping were managed in Salesforce computing software, with NaviPlan outputs linked to Salesforce client records to maintain accurate client information and advisor-ready reports.
Operational scope covered branch administrative staff, the Branch Operations Manager, sales associates, and investment advisors, with the system supporting daily financial reporting and routine plan reviews. Governance and process changes centered on monthly compliance report compilation and documented reporting handoffs to prepare for the yearly audit, and these practices coincided with a positive audit outcome and favorable feedback from investment advisors.
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Northwestern Mutual | Banking and Financial Services | 7000 | $36.1B | United States | InvestCloud | InvestCloud Advicent NaviPlan | Portfolio and Investment Performance and Planning | 2015 | n/a |
In 2015, Northwestern Mutual implemented InvestCloud Advicent NaviPlan as its centralized financial planning application, deploying the InvestCloud Advicent NaviPlan solution to support Portfolio and Investment Performance and Planning across advisor teams. The deployment was positioned as the primary planning engine to produce comprehensive client financial plans and advisor-facing investment analyses.
The InvestCloud Advicent NaviPlan implementation focused on core financial planning capabilities including detailed cash flow based plan generation, portfolio analysis and suitability workflows, scenario modeling and client presentation outputs. Advisors used the InvestCloud Advicent NaviPlan platform to assemble multi-product solutions within plans, and to support case presentation and objection handling through standardized reporting and plan visualizations.
Integrations during the implementation explicitly included data and analytics linkages to Envestnet and Morningstar to populate market data, portfolio holdings, and model portfolio information, and the platform was configured to incorporate insurance and annuity product structures into holistic plans. The scope of use extended to a centralized financial planning department intended to consolidate planning work across the firm, enabling consistent plan construction and reuse of model portfolios.
Governance and operational changes were instituted alongside the system, including formalized processes and procedures for plan creation and business continuity, and a training and knowledge transfer program to upskill advisors on investment concepts, portfolio analysis, and software application workflows. Northwestern Mutual established advisor mentoring and ongoing support to embed InvestCloud Advicent NaviPlan into practice management and company-wide planning efforts.
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Banking and Financial Services | 53859 | $20.8B | United States | InvestCloud | InvestCloud Advicent NaviPlan | Portfolio and Investment Performance and Planning | 2009 | n/a |
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Insurance | 4500 | $2.3B | United States | InvestCloud | InvestCloud Advicent NaviPlan | Portfolio and Investment Performance and Planning | 2013 | n/a |
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Banking and Financial Services | 6000 | $1.2B | Canada | InvestCloud | InvestCloud Advicent NaviPlan | Portfolio and Investment Performance and Planning | 2013 | n/a |
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Banking and Financial Services | 96165 | $40.4B | Canada | InvestCloud | InvestCloud Advicent NaviPlan | Portfolio and Investment Performance and Planning | 2018 | n/a |
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Banking and Financial Services | 60 | $10M | Canada | InvestCloud | InvestCloud Advicent NaviPlan | Portfolio and Investment Performance and Planning | 2019 | n/a |
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Buyer Intent: Companies Evaluating InvestCloud Advicent NaviPlan
- Hellyer Lewis Smith, a United States based Construction and Real Estate organization with 15 Employees
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