List of Abrigo TPG Software Customers
Austin, 78727, TX,
United States
Since 2010, our global team of researchers has been studying Abrigo TPG Software 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 Abrigo TPG Software for Portfolio and Investment Management 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 Abrigo TPG Software for Portfolio and Investment Management include: East West Bank, a United States based Banking and Financial Services organisation with 3155 employees and revenues of $2.35 billion, Apple Bank, a United States based Banking and Financial Services organisation with 1200 employees and revenues of $400.0 million, Capstead Mortgage Corporation, a United States based Construction and Real Estate organisation with 14 employees and revenues of $22.0 million and many others.
Contact us if you need a completed and verified list of companies using Abrigo TPG Software, 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 TRM software purchases.
The Abrigo TPG Software 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 TRM 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 |
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Apple Bank | Banking and Financial Services | 1200 | $400M | United States | Abrigo | Abrigo TPG Software | Portfolio and Investment Management | 2009 | n/a |
In 2009, Apple Bank for Savings implemented Abrigo TPG Software to automate and streamline its investment and derivative operations and financial reporting. The deployment targeted Investment Management and Derivative Management Accounting Software capabilities and the bank planned to convert and be in live production by the end of 2009.
The implementation used TPG Software's Portfolio Genius as the flagship module, providing portfolio management, investment accounting and reporting for institutional investor workflows. Functional coverage explicitly included trade capture, investment accounting, post-trade settlement, reconciliation, reporting and compliance as part of a straight through processing solution.
Deployment architecture emphasized a straight through processing flow from trade capture to investment accounting and post-trade settlement, with integrated reconciliation and regulatory reporting components to support investment operations and finance. Operational scope covered Apple Bank's investment operations and financial reporting functions, aligning accounting controls with investment lifecycle processing for derivatives and securities.
Governance and process priorities focused on improving operating efficiency while maintaining accuracy and regulatory compliance, reflecting executive sponsorship from senior investment operations leadership. The Abrigo TPG Software implementation was positioned to support the bank's accounting requirements and future growth as it moved into production in 2009.
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Capstead Mortgage Corporation | Construction and Real Estate | 14 | $22M | United States | Abrigo | Abrigo TPG Software | Portfolio and Investment Management | 2009 | n/a |
In 2009, Capstead Mortgage Corporation implemented Abrigo TPG Software as its Investment Management and Derivative Management Accounting Software. Capstead, a real estate investment trust that earns income from a leveraged portfolio of agency guaranteed residential mortgage pass through securities, selected Abrigo TPG Software to address the accounting and record keeping complexities inherent in mortgage backed securities and related borrowing activities.
The deployment centered on TPG Software's complete suite of financial accounting capabilities, including trade capture, investment accounting, and derivatives accounting modules. Implementation work focused on configuring trade capture workflows to feed position and cash data into investment accounting, and enabling derivatives accounting routines to support hedge and borrowing related entries, valuation adjustments, and accounting-ledger posting consistent with mortgage backed securities accounting.
Operational coverage extended across treasury, corporate accounting, risk management, and investor reporting functions, reflecting Treasurer level sponsorship during selection and requirements definition. The solution was positioned to support ongoing portfolio record keeping, interest and principal cashflow tracking for pass through securities, and consolidated reporting for REIT financial statements.
Governance emphasis during selection prioritized a vendor with deep mortgage backed securities accounting experience and strong accounting background, a criterion Capstead cited in choosing TPG. TPG Software represented that Abrigo TPG Software delivers the functionality for accounting, managing risk, and reporting that are critical for real estate investment trusts, and Capstead sought the implementation to improve core system functionality and meet stringent record keeping requirements.
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East West Bank | Banking and Financial Services | 3155 | $2.3B | United States | Abrigo | Abrigo TPG Software | Portfolio and Investment Management | 2010 | n/a |
In 2010, East West Bank implemented Abrigo TPG Software, deploying the TPG Portfolio Genius System as a straight through processing solution. The deployment used the Portfolio Genius System to provide core accounting, risk management accounting, and reporting capabilities aligned to Investment Management and Derivative Management Accounting Software, focusing on back office accounting workflows at the bank’s Pasadena, California operations.
Configuration emphasis included automation of straight through processing, general ledger and portfolio accounting modules, position-level accounting controls, and reporting engines to support risk and regulatory reporting processes. TPG communicated that the system delivers functionalities for accounting, managing risk, and reporting that the vendor described as critical for banks of East West’s size, and implementation activities concentrated on centralizing portfolio accounting and reporting workflows within the bank’s operational accounting environment.
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