List of MoneyGuidePro Customers
Powhatan, 23139, VA,
United States
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!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Benjamin F. Edwards | Banking and Financial Services | 700 | $200M | United States | MoneyGuidePro | MoneyGuidePro | Portfolio and Investment Performance and Planning | 2021 | n/a | In 2021, Benjamin F. Edwards deployed MoneyGuidePro as a Portfolio and Investment Performance and Planning application. The initiative targeted branch-level advisory workflows, with a specific operational focus on the Wheaton, Illinois branch where Financial Client Associates and Financial Advisors used the application to support client onboarding, account maintenance and planning conversations. The deployment addressed advisor-facing planning and client service functions rather than back-office platform consolidation. MoneyGuidePro was configured for client data entry, plan construction, client portal setup and client-facing presentation generation, supporting the firm’s financial planning workflow. Financial Client Associates entered client information into MoneyGuidePro, walked clients through account set up and review options in the client portal, and produced planning reports and meeting materials using MoneyGuidePro as the planning system of record. The configuration emphasized scenario and goal-based planning capabilities typical for Portfolio and Investment Performance and Planning software. Operationally, MoneyGuidePro was used alongside Salesforce, Orion, Microsoft Bookings and Pershing/NetX360 within day-to-day branch workflows. Client notes and appointment scheduling were maintained in Salesforce and Microsoft Bookings, while custodial account details and portfolio records were referenced from Pershing/NetX360 and Orion as part of the same operational stack supporting advisor meetings and prospecting activities. This multi-application stack oriented MoneyGuidePro toward advisor-client engagement and plan delivery rather than standalone account servicing. Governance and procedural controls were maintained through branch management and home office compliance, with FCAs following firm policies for document handling, scanning and record keeping. MoneyGuidePro usage was embedded into account opening and documentation workflows, and it served as the financial planning input source for advisor meeting preparation and client follow-up processes. The deployment prioritized adherence to regulatory filing requirements and coordination between branch support, advisors and home office technology contacts. | |
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RBC Wealth Management | Banking and Financial Services | 96165 | $40.4B | Canada | MoneyGuidePro | MoneyGuidePro | Portfolio and Investment Performance and Planning | 2021 | n/a | In 2021, RBC Wealth Management integrated MoneyGuidePro to strengthen its Portfolio and Investment Performance and Planning capabilities and to help deliver a single customer view across advisor and client touchpoints. The initiative supported the bank division that serves more than 2,100 financial advisors and was explicitly targeted at digitizing onboarding and centralizing financial planning data for both advisor and client experiences. The implementation followed an API first integration strategy, with RBC building reusable APIs including Accounts API, Risk API, Documents API, and Clients API to expose data and services. MoneyGuidePro was used as a financial planning data source and was combined with account data to surface balances, transactions, and planning inputs; the onboarding workflow was fully digitized to enable online account opening, identity verification, signature capture, and advisor progress monitoring in a single interface. Deployment architecture combined MuleSoft Anypoint Platform as the integration backbone with connections to on premise and cloud systems such as LexisNexis, Envestnet, Docupase, Fenergo, and Salesforce Financial Service Cloud, alongside MoneyGuidePro. RBC reused APIs and prebuilt connectors to compose new services and client experiences, and to surface aggregated financial information to advisors in Salesforce Financial Service Cloud and to customers via mobile and web client portals. Governance centered on reusable API assets and full API lifecycle management to accelerate project delivery and reduce maintenance overhead. The program produced explicit operational outcomes, including client onboarding reduced to 24 minutes, a 50 percent reduction in resources spent on maintenance, and the ability to launch digital initiatives like the client service portal three times faster, while consolidating Portfolio and Investment Performance and Planning data for advisor productivity and improved customer access. | |
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United Capital Financial Advisors | Banking and Financial Services | 300 | $35M | United States | MoneyGuidePro | MoneyGuidePro | Portfolio and Investment Performance and Planning | 2017 | n/a | In 2017, United Capital Financial Advisors implemented MoneyGuidePro. MoneyGuidePro is a financial planning application in the Portfolio and Investment Performance and Planning category used to support advisor-led financial planning and scenario modeling across the firm’s wealth management practice. The deployment focused on core planning modules typical of the category, including cash flow forecasting, retirement income modeling, goal based planning, and risk assessment, configured to align with advisor workflows and client plan delivery. Implementation included template configuration, data mapping for client profiles, and advisor-facing plan presentation capabilities to standardize planning deliverables and streamline plan creation processes. United Capital integrated MoneyGuidePro with Salesforce for CRM access to client records and process continuity, and consumed Morningstar portfolio analytics to enrich investment assumptions and reporting. MoneyGuidePro is operated and controlled by the vendor at the MGP Site, and the vendor privacy and terms of use govern end user access to the application. Governance emphasized third party terms of use where users agree to vendor specific terms for MoneyGuidePro and Salesforce, and the firm established advisor access controls and formalized steps for plan approval and client engagement. Operational scope covered advisor and planning teams within United Capital Financial Advisors, aligning the Portfolio and Investment Performance and Planning application with client onboarding and ongoing advisory workflows. |
Buyer Intent: Companies Evaluating MoneyGuidePro
- Fidelity, a United States based Banking and Financial Services organization with 78000 Employees
- Thrivent, a United States based Banking and Financial Services company with 3550 Employees
- Ameriprise Financial, a United States based Banking and Financial Services organization with 13800 Employees
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