List of Allocare AMS Data Management Customers
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Since 2010, our global team of researchers has been studying Allocare AMS Data Management 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 Data Management 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 Data Management for CRM and Investor Relationship Management include: Dragon Capital Group, a Vietnam based Banking and Financial Services organisation with 200 employees and revenues of $50.0 million, European Capital Partners Luxembourg, a Luxembourg based Banking and Financial Services organisation with 44 employees and revenues of $19.0 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 Data Management, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Dragon Capital Group | Banking and Financial Services | 200 | $50M | Vietnam | Allocare | Allocare AMS Data Management | CRM and Investor Relationship Management | 2021 | n/a | In 2021 Dragon Capital Group deployed Allocare AMS Data Management to centralize client master data and reporting for its Vietnam-based fund operations, supporting onboarding, reporting and compliance processes. Allocare AMS Data Management was engaged to provide CRM-style client master data capabilities and data-management and reporting functions for the asset manager. | |
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European Capital Partners Luxembourg | Banking and Financial Services | 44 | $19M | Luxembourg | Allocare | Allocare AMS Data Management | CRM and Investor Relationship Management | 2020 | n/a | In 2020 European Capital Partners Luxembourg implemented Allocare AMS Data Management as a centralized data and portfolio record system, positioned to support portfolio/investment management and CRM/reporting functions. The deployment year is estimated by vendor reference listings and is associated directly with the published customer reference for Allocare AMS Data Management. Allocare AMS Data Management was configured to manage fund and portfolio master data alongside client relationship records, with inferred module usage including portfolio management, CRM and core data-management capabilities. Functional configurations emphasized master data governance, entity modeling for funds and portfolios, and customer record consolidation to support investor servicing and regulatory reporting needs in the Luxembourg market. Operational scope covered front office portfolio recordkeeping and client relationship management workflows, extending to the reporting and compliance function that prepares regulatory and investor deliverables. Integrations are described at the workflow level, linking Allocare AMS Data Management into regulatory reporting pipelines and investor reporting processes, and enabling reconciliation of portfolio master records with client account data. Governance and rollout focused on data stewardship and managed master data processes, with role-based access and controlled record updates to preserve data integrity across portfolio and CRM workflows. The implementation narrative aligns European Capital Partners Luxembourg Allocare AMS Data Management portfolio/investment management and CRM/reporting functions with established master data practices for fund administrators and investment managers in Luxembourg. | |
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Swiss Rock Asset Management Switzerland | Banking and Financial Services | 25 | $10M | Switzerland | Allocare | Allocare AMS Data Management | CRM and Investor Relationship Management | 2018 | n/a | In 2018, Swiss Rock Asset Management Switzerland implemented Allocare AMS Data Management for the "" Apps Category. The vendor publicly announced the selection to support portfolio and investment management as well as client reporting and compliance, with press coverage noting the decision and expected operational objectives. Deployment centered on Allocare AMS Data Management modules for portfolio management, reporting, and CRM-like client data functions, configured to standardize processes across asset classes. Configuration work reflected portfolio recordkeeping, investment instrument mapping, and templated client reporting workflows, with automation focused on report generation and data normalization to produce consolidated client statements. Operational coverage aligned investment teams, client reporting, and compliance functions around a unified data model at Swiss Rock Asset Management Switzerland, reinforcing business functions for portfolio oversight and client communications. Integration specifics were not disclosed in public materials, the implementation narrative emphasized consolidated data management and standardized digital processes rather than named external system links, and go-live timing followed the vendor and press timeline and a standard implementation duration for similarly scoped AMS deployments. Governance adjustments concentrated on centralized data ownership and standardized reporting workflows to support compliance and client reporting needs. The vendor and press cited expected efficiency gains and standardized digital processes across asset classes as the primary anticipated outcomes. |
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