Makati, x,
Philippines
HC Global Fund Services Philippines Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by HC Global Fund Services Philippines and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 650 HC Global Fund Services Philippines employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that HC Global Fund Services Philippines has purchased the following applications: Intuit QuickBooks Capital for ERP Financial in 2018, Microsoft 365 for Collaboration in 2019, Dropbox Business for Enterprise Content Management in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems HC Global Fund Services Philippines is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Salesforce or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing HC Global Fund Services Philippines revenues, which have grown to $80.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for HC Global Fund Services Philippines intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit QuickBooks Capital | ERP Financial | ERP Financial Management | n/a | 2018 | 2018 |
In 2018, HC Global Fund Services Philippines implemented Intuit QuickBooks Capital as its ERP Financial platform to support fund accounting and routine financial operations across its Makati office and broader Philippines operations. The implementation targeted core fund administration workflows, including daily reconciliation, bank and cash management, general ledger posting, and the production of monthly and quarterly financial statements, aligning application use with the responsibilities of senior and associate accountants.
Intuit QuickBooks Capital was configured to support fund onboarding and portfolio accounting processes, and it operated alongside other accounting systems used by HC Global, specifically Geneva and PAXUS, to establish new funds and maintain synchronized reporting. Functional capabilities emphasized in day to day work included automated reconciliation support, balance sheet and profit and loss reporting, and document-driven fund setup, with the platform serving as a node in multi-system fund accounting workflows.
Governance and operational controls were reinforced through role based review and oversight, led by senior fund accounting staff who reviewed daily reconciliations, approved deliverables, coordinated with auditors and tax personnel for year end activities, and conducted training and onboarding for associate accountants. Intuit QuickBooks Capital supported standardized processes for fund establishment, review workflows, and reporting handoffs to Directors and Associate Directors, embedding application use into weekly operational reviews and audit readiness procedures.
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
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|
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Collaboration | Collaboration |
|
2023 | 2023 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Dropbox | Legacy | Dropbox Business | Enterprise Content Management | Content Management | n/a | 2021 | 2021 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Support | CRM |
|
2022 | 2022 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2022 | 2022 |
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Portfolio and Investment Management | Investment Management |
|
2018 | 2018 |
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Portfolio and Investment Management | Investment Management |
|
2018 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2022 | 2022 |
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|
Transactional Email | PaaS |
|
2019 | 2019 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2023 | 2023 |
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Secure Email Gateways (SEGs) | CyberSecurity |
|
2023 | 2023 |
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Secure Web Gateways (SWG) | CyberSecurity |
|
2020 | 2020 |
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