List of InvestCloud Advicent NaviPlan Customers

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Logo Customer Industry Empl. Revenue Country Vendor Old Product New Product Category When SI
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
Northwestern Mutual Banking and Financial Services 8290 $36.1B United States InvestCloud Legacy InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning 2015 n/a
Banking and Financial Services 53686 $20.8B United States InvestCloud Legacy InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning 2009 n/a
Insurance 4500 $2.3B United States InvestCloud Legacy InvestCloud Advicent NaviPlan Portfolio and Investment Performance and Planning 2013 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
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Buyer Intent: Companies Evaluating InvestCloud Advicent NaviPlan

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FAQ - APPS RUN THE WORLD InvestCloud Advicent NaviPlan Coverage

InvestCloud Advicent NaviPlan is a Portfolio and Investment Performance and Planning solution from InvestCloud.

Companies worldwide use InvestCloud Advicent NaviPlan, from small firms to large enterprises across 21+ industries.

Organizations such as RBC Wealth Management, Northwestern Mutual, PNC Bank, BMO Nesbitt Burns and R.W. Braid are recorded users of InvestCloud Advicent NaviPlan for Portfolio and Investment Performance and Planning.

Companies using InvestCloud Advicent NaviPlan are most concentrated in Banking and Financial Services and Insurance, with adoption spanning over 21 industries.

Companies using InvestCloud Advicent NaviPlan are most concentrated in Canada and United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of InvestCloud Advicent NaviPlan across Americas, EMEA, and APAC.

Companies using InvestCloud Advicent NaviPlan range from small businesses with 0-100 employees - 12.5%, to mid-sized firms with 101-1,000 employees - 12.5%, large organizations with 1,001-10,000 employees - 50%, and global enterprises with 10,000+ employees - 25%.

Customers of InvestCloud Advicent NaviPlan 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 InvestCloud Advicent NaviPlan customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Performance and Planning.