List of Allocare AMS Customers
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Since 2010, our global team of researchers has been studying Allocare AMS 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 Allocare AMS 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 Allocare AMS for Portfolio and Investment Management include: DekaBank, a Germany based Banking and Financial Services organisation with 5671 employees and revenues of $1.24 billion, Dragon Capital VietFund Management Vietnam, a Vietnam based Banking and Financial Services organisation with 150 employees and revenues of $20.0 million, European Capital Partners Luxembourg, a Luxembourg based Banking and Financial Services organisation with 25 employees and revenues of $10.0 million, Swiss Rock Asset Management Switzerland, a Switzerland based Banking and Financial Services organisation with 25 employees and revenues of $10.0 million and many others.
Contact us if you need a completed and verified list of companies using Allocare AMS, 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 Allocare AMS 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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DekaBank | Banking and Financial Services | 5671 | $1.2B | Germany | Allocare | Allocare AMS | Portfolio and Investment Management | 2012 | n/a | In 2012, DekaBank implemented Allocare AMS in the "" category. The engagement focused on Entwicklung Depotbankreporting, delivering a reporting interface between DIAMOS F and Allocare AMS to support depositary bank reporting requirements. The work targeted custody and fund operations reporting workflows within DekaBank. The Allocare AMS implementation included configuration of reporting feeds, data mapping of custodial transactions and holdings, and development of the reporting Schnittstelle. Functional capabilities implemented emphasized reporting generation, data ingestion pipelines, and scheduled export processes within Allocare AMS to produce structured Depotbankreporting outputs. The project integrated Allocare AMS directly with DIAMOS F through the bespoke reporting interface described in the project notes. Governance activity concentrated on defining data handoff rules between DIAMOS F and Allocare AMS, establishing operational procedures for reporting runs, and implementing exception handling and reconciliation workflows for depositary reporting. | |
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Dragon Capital VietFund Management Vietnam | Banking and Financial Services | 150 | $20M | Vietnam | Allocare | Allocare AMS | Portfolio and Investment Management | 2019 | n/a | In 2019, Dragon Capital VietFund Management Vietnam implemented Allocare AMS. Allocare AMS is listed by Allocare as supporting portfolio management, CRM and reporting for Vietnam based funds, and the Apps Category . The implementation context indicates primary use of Allocare AMS for portfolio management, CRM and reporting, with module usage and timeline inferred from the vendor reference and product scope. Configuration details are not published by the vendor, however the deployment is described as supporting fund operations in Ho Chi Minh City and Vietnam based fund administration, aligning application functionality to portfolio lifecycle management, investor relationship workflows, and regulatory and performance reporting. Functional capabilities implemented or inferred include portfolio accounting and position tracking, investor and contact management through CRM style modules, and a reporting engine for fund statements and regulatory outputs. These capabilities suggest role based access and data models oriented to fund operations, investor servicing, and compliance reporting within the asset management business function. Governance and rollout specifics are not publicly disclosed by the vendor, so governance inference is constrained to standard fund administration patterns, including centralized data stewardship, role based security for portfolio managers and operations staff, and phased configuration to align reporting and CRM workflows with fund operational processes. Allocare AMS is cited as the application supporting these capabilities for Dragon Capital VietFund Management Vietnam. | |
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European Capital Partners Luxembourg | Banking and Financial Services | 25 | $10M | Luxembourg | Allocare | Allocare AMS | Portfolio and Investment Management | 2018 | n/a | In 2018 European Capital Partners Luxembourg selected Allocare AMS and since the end of 2018 uses Allocare for portfolio and risk management, order workflow, pre- and post-trade compliance and reporting in Luxembourg. Apps Category "" is recorded for this deployment and the vendor case study documents a staged six month implementation concluding in 2018. The implementation scope is centered on fund and discretionary portfolio operations for the firm based in Luxembourg. Allocare AMS was configured to enable the explicit modules cited in the case study, including portfolio and risk management, order workflow, pre-trade and post-trade compliance, and reporting. Configuration work focused on mapping front office order workflows into the platform, enforcing compliance rules across order lifecycles, and producing regulatory and internal reporting from hosted portfolio data, consistent with portfolio management system functional patterns. The implementation included integrations with Bloomberg EMSX and SIX interfaces as documented by the vendor, establishing market connectivity for order execution and market data flows. The deployment tied these interfaces into Allocare AMS to support front-to-back processing, linking order entry, execution reporting, and post-trade reporting within the same operational flow in Luxembourg. Governance followed a staged rollout over six months as described in the case study, with phased cutovers of functional modules and vendor-led implementation milestones. The vendor case study reports measurable efficiency gains and reduced process risk after go live, outcomes that are explicitly stated in the provided documentation. | |
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Banking and Financial Services | 25 | $10M | Switzerland | Allocare | Allocare AMS | Portfolio and Investment Management | 2018 | n/a |
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