List of AdvisorEngine applications

Since 2010, our global team of researchers has been studying AdvisorEngine customer wins 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 are using AdvisorEngine applications such as AdvisorEngine CRM (ex. JunxureCRM Clientview) for CRM, AdvisorEngine CRM for Customer Experience, AdvisorEngine Goals-based Planning for Portfolio and Investment Performance and Planning, AdvisorEngine Portfolio Management for Portfolio and Investment Management, AdvisorEngine Portfolio Management Performance Reporting for Portfolio and Investment Performance and Planning and many others 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.

The AdvisorEngine 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 AdvisorEngine software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic market data source :