AI Buyer Insights:

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● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

List of Moneytree Advise Customers

Moneytree Software, an Accutech Company

115 South Walnut Street,
Muncie, 47305, IN,
United States

https://www.moneytree.com/

1 877-421-9815

Professional Services

50

$5M

Since 2010, our global team of researchers has been studying Moneytree Advise 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 Moneytree Advise 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 Moneytree Advise for Portfolio and Investment Performance and Planning include: Orrstown Bank, a United States based Banking and Financial Services organisation with 404 employees and revenues of $126.0 million, Abacus Planning Group, a United States based Banking and Financial Services organisation with 30 employees and revenues of $18.0 million and many others.

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

Apply Filters For Customers

Filters

Logo	Customer	Industry	Empl.	Revenue	Country	Vendor	Application	Category	When	SI	Insight
	Abacus Planning Group	Banking and Financial Services	30	$18M	United States	Moneytree	Moneytree Advise	Portfolio and Investment Performance and Planning	1998	n/a
	Orrstown Bank	Banking and Financial Services	404	$126M	United States	Moneytree	Moneytree Advise	Portfolio and Investment Performance and Planning	2025	n/a

Showing 1 to 2 of 2 entries

Buyer Intent: Companies Evaluating Moneytree Advise

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Moneytree Advise. Gain ongoing access to real-time prospects and uncover hidden opportunities.

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Logo	Company	Industry	Employees	Revenue	Country	Evaluated
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FAQ - APPS RUN THE WORLD Moneytree Advise Coverage

Moneytree Advise is a Portfolio and Investment Performance and Planning solution from Moneytree.

Companies worldwide use Moneytree Advise, from small firms to large enterprises across 21+ industries.

Organizations such as Orrstown Bank and Abacus Planning Group are recorded users of Moneytree Advise for Portfolio and Investment Performance and Planning.

Companies using Moneytree Advise are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.

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

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

Customers of Moneytree Advise 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 Moneytree Advise 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.