List of Allocare AMS Performance and Reporting Customers
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Since 2010, our global team of researchers has been studying Allocare AMS Performance and Reporting 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 Performance and Reporting for Portfolio and Investment Performance and Planning 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 Performance and Reporting for Portfolio and Investment Performance and Planning 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, European Capital Partners Luxembourg, a Luxembourg 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 Performance and Reporting, 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 |
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Colombo Wealth | Banking and Financial Services | 50 | $12M | Switzerland | Allocare | Allocare AMS Performance and Reporting | Portfolio and Investment Performance and Planning | 2019 | n/a |
In 2019 Colombo Wealth implemented Allocare AMS Performance and Reporting alongside Allocare WEB for advisors to consolidate CRM, portfolio management, compliance checks and automated client and management reporting. The deployment implemented Allocare AMS Performance and Reporting, Apps Category "". The initiative targeted its Lugano, Zurich and Geneva offices, centralizing portfolio oversight and advisor web access.
Allocare AMS Performance and Reporting was configured with functional modules for CRM, portfolio management, compliance screening, automated management fee calculations and scheduled client and executive reporting. The configuration included advisor facing workflows delivered through Allocare WEB for advisors and standardized reporting templates to replace manual report assembly. Operational coverage emphasized advisory, compliance and back office reporting functions across the three Swiss offices.
Governance and rollout followed a 2019 sourced program with phased office rollouts and process alignment across advisory, compliance and back office teams. The implementation centralized process controls and automated fee calculation logic to standardize management reporting and operational workflows. The consolidation of multiple point solutions together with automated reporting and fee calculations drove significant back office efficiency gains.
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European Capital Partners Luxembourg | Banking and Financial Services | 25 | $10M | Luxembourg | Allocare | Allocare AMS Performance and Reporting | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018, European Capital Partners Luxembourg implemented Allocare AMS Performance and Reporting, Apps Category: "". The deployment was commissioned to support portfolio and risk management, order management, compliance pre-trade and post-trade, and consolidated reporting for the Luxembourg asset manager.
The implementation configured core functional modules including portfolio analytics and attribution, risk measurement and limits monitoring, an order lifecycle management capability, a compliance rules engine for pre- and post-trade controls, and an integrated reporting engine for fund and ManCo reporting. Allocare AMS Performance and Reporting was instrumented to centralize performance calculation and to standardize compliance workflows across investment and middle office teams.
Operational coverage focused on portfolio managers, traders, compliance officers, and reporting staff within European Capital Partners Luxembourg, with phased rollout beginning in 2018 to align processes for funds and ManCo services. Governance was organized around policy-driven compliance rules and standardized reporting templates to ensure consistent control and auditability. The implementation delivered measurable efficiency gains in portfolio analysis, compliance monitoring and integrated reporting as reported by the firm.
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Feri Finance | Banking and Financial Services | 200 | $20M | Germany | Allocare | Allocare AMS Performance and Reporting | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, Feri Finance went live across its German and Swiss business units with Allocare AMS Performance and Reporting and Allocare WEB to provide front to back portfolio management, order routing, compliance MiFID/MiFIR and consolidated client reporting. Apps Category .
The deployment configured Allocare AMS Performance and Reporting to support multi-asset reporting including illiquid assets, integrated dashboards and regulatory reporting. Functional capabilities implemented include portfolio accounting and valuation workflows, order lifecycle handling, a compliance rules engine for MiFID and MiFIR checks, and consolidated client reporting distribution through Allocare WEB.
Operational coverage spans FERI Germany and FERI Switzerland, supporting portfolio management, trading and compliance teams with shared reporting pipelines and aggregated position and valuation data. The implementation emphasizes multi-asset position aggregation and reporting, integrated dashboards for front and middle office visibility, and dedicated regulatory reporting modules.
The group went live in 2021 and is maintaining an ongoing extension program to add ESG and PAI calculations into the Allocare AMS Performance and Reporting environment. Governance focuses on aligning reporting and compliance workflows across the two countries to standardize client reporting and regulatory submissions.
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