List of MoneyGuidePro Customers

Since 2010, our global team of researchers has been studying MoneyGuidePro 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 MoneyGuidePro 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 MoneyGuidePro 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, Benjamin F. Edwards, a United States based Banking and Financial Services organisation with 700 employees and revenues of $200.0 million, United Capital Financial Advisors, a United States based Banking and Financial Services organisation with 300 employees and revenues of $35.0 million and many others.

Contact us if you need a completed and verified list of companies using MoneyGuidePro, 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 MoneyGuidePro 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!