List of Allocare AMS CRM Customers
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Since 2010, our global team of researchers has been studying Allocare AMS CRM 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 CRM for CRM and Investor Relationship 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 CRM for CRM and Investor Relationship Management include: Feri Finance, a Germany based Banking and Financial Services organisation with 200 employees and revenues of $20.0 million, Colombo Wealth, a Switzerland based Banking and Financial Services organisation with 50 employees and revenues of $12.0 million, DCP Client Partner Switzerland, a Switzerland based Banking and Financial Services organisation with 20 employees and revenues of $6.0 million and many others.
Contact us if you need a completed and verified list of companies using Allocare AMS CRM, 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 CRM 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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Colombo Wealth | Banking and Financial Services | 50 | $12M | Switzerland | Allocare | Allocare AMS CRM | CRM and Investor Relationship Management | 2019 | n/a | In 2019, Colombo Wealth selected Allocare AMS CRM and Allocare WEB in the CRM category to consolidate portfolio management, CRM and client reporting across its Lugano, Zurich and Geneva offices in response to rising regulatory FIDLEG and reporting requirements. The decision initiated a coordinated implementation to centralize client and portfolio data and standardize reporting workflows across the three Swiss sites. The Allocare AMS CRM deployment configured core modules for portfolio management, client relationship management, and client reporting, with automated management fee calculation logic and end to end portfolio and risk monitoring capabilities implemented within AMS. Allocare WEB was provisioned for client facing reporting and consolidated report distribution to clients and advisors. Operational coverage included investment management, client reporting and compliance functions, with the implementation consolidating portfolio and client data into Allocare AMS CRM and using Allocare WEB as the external reporting channel. The configuration emphasized standardized calculation engines for management fees and consistent report templates to support FIDLEG reporting obligations. The vendor case study reports the project began after the 2019 selection and reached go live in 2022, delivering efficiency gains in reporting, automated management fee calculations and end to end portfolio and risk monitoring. Governance changes focused on centralized report generation and automated fee workflows to reduce manual reconciliation and support regulatory reporting processes. | |
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DCP Client Partner Switzerland | Banking and Financial Services | 20 | $6M | Switzerland | Allocare | Allocare AMS CRM | CRM and Investor Relationship Management | 2020 | n/a | In 2020, DCP Client Partner AG implemented Allocare AMS CRM. The Zurich based firm uses Allocare AMS CRM for portfolio management, reporting and CRM related functions as indicated on its public partner listing, and the implementation year is estimated because vendor and partner references do not publish explicit dates. Module usage is inferred from the Allocare listing on DCP's website and is presented here as portfolio management, client relationship management and reporting capabilities. The implementation centers on wealth management business functions, consolidating client and account records, portfolio position and trade reporting, and client reporting workflows consistent with portfolio management systems. Technical architecture, integration points and rollout governance are not published by the vendor or DCP, so architecture and operational coverage cannot be confirmed from available public information. | |
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Feri Finance | Banking and Financial Services | 200 | $20M | Germany | Allocare | Allocare AMS CRM | CRM and Investor Relationship Management | 2019 | n/a | In 2019, Feri Finance ran a selection for Allocare AMS CRM, Apps Category . Feri Finance implemented Allocare AMS and Allocare WEB to provide a front to back portfolio management, order management and reporting platform, and the deployment has been in operational use since 2021. The Allocare AMS CRM deployment focused on portfolio management, order management and reporting modules, with Allocare WEB providing client facing reporting and interface layers. Configuration emphasized centralized order workflows, automated pre and post trade checks, and consolidated client reporting, aligning trade lifecycle orchestration with portfolio accounting and reporting feeds. Integrations were explicitly built to FERI's data warehouse and to FERI's CRM, enabling consolidated data flows for order execution, post trade reconciliation and client reporting. The implementation supports Feri Finance operations across Germany and Switzerland and impacts operations, portfolio management, trade compliance and client reporting functions. Governance and rollout followed the 2019 selection and phased operational onboarding into production by 2021, with configuration governance centered on order workflow controls and reporting sign off processes. Allocare AMS CRM continues to serve as the central portfolio and order management system, with operational controls and reporting workflows governed by Feri Finance operations teams. |
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