List of Allocare AMS Portfolio Analysis Customers
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Since 2010, our global team of researchers has been studying Allocare AMS Portfolio Analysis 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 Portfolio Analysis 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 Portfolio Analysis for Portfolio and Investment Performance and Planning include: Corner Bank, a Switzerland based Banking and Financial Services organisation with 1136 employees and revenues of $623.0 million, Graubundner Kantonalbank, a Switzerland based Banking and Financial Services organisation with 818 employees and revenues of $500.3 million, European Capital Partners Luxembourg, a Luxembourg based Banking and Financial Services organisation with 44 employees and revenues of $19.0 million and many others.
Contact us if you need a completed and verified list of companies using Allocare AMS Portfolio Analysis, 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 Portfolio Analysis 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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Corner Bank | Banking and Financial Services | 1136 | $623M | Switzerland | Allocare | Allocare AMS Portfolio Analysis | Portfolio and Investment Performance and Planning | 2015 | n/a | In 2015 Corner Bank implemented Allocare AMS Portfolio Analysis in its private banking operations in Switzerland. Allocare AMS Portfolio Analysis was deployed to support portfolio administration, performance measurement and client reporting, aligned with the Portfolio Analysis category and used in finance and portfolio management workflows. The implementation uses Allocare AMS/WEB as the delivery layer for portfolio administration, performance measurement and client reporting modules, with module usage inferred from Allocare customer references and custodian-interface listings. Functional capabilities emphasized include centralized portfolio recordkeeping, performance calculation and standardized client reporting processes consistent with the Allocare AMS Portfolio Analysis application. Integrations center on custodian interfaces as documented in Allocare reference materials, enabling feeds from custody and market-data sources into the Allocare AMS Portfolio Analysis environment, without specific custodian names disclosed. Operational coverage is focused on Cornèr Banca Lugano private banking teams within Switzerland, where Allocare lists Cornèr Banca as a reference customer. Governance was organized around finance and portfolio management functions that consume portfolio administration and reporting outputs, and the deployment is presented in Allocare materials as a production reference point for Allocare AMS Portfolio Analysis at Cornèr Banca. The narrative is drawn from Allocare customer references and custodian-interface listings rather than an explicit Cornèr press release. | |
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European Capital Partners Luxembourg | Banking and Financial Services | 44 | $19M | Luxembourg | Allocare | Allocare AMS Portfolio Analysis | Portfolio and Investment Performance and Planning | 2018 | n/a | In 2018, European Capital Partners Luxembourg adopted Allocare AMS Portfolio Analysis for asset & fund management. The deployment focused on portfolio and fund management activities to automate portfolio administration and to strengthen regulatory and reporting processes in Luxembourg. Allocare AMS Portfolio Analysis was configured to centralize portfolio administration workflows, automate fund-level reporting and standardize data aggregation for performance and compliance reporting. Implemented functional capabilities included portfolio administration, report generation, data consolidation and collaboration features to share position and NAV information with external stakeholders. Operational scope covered ECP's asset management and fund operations teams in Luxembourg, with processes extended to external counterparties through automated reporting workflows to improve collaboration. The implementation addressed regulatory and reporting needs specific to fund management in the Luxembourg market. Governance changes aligned operations to system-driven reporting schedules and controlled access to portfolio data, embedding Allocare AMS Portfolio Analysis into compliance and operations workflows for asset & fund management. The rollout emphasized configuration-driven reporting templates and workflow automation to support regulator-facing disclosures and partner collaboration. | |
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Graubundner Kantonalbank | Banking and Financial Services | 818 | $500M | Switzerland | Allocare | Allocare AMS Portfolio Analysis | Portfolio and Investment Performance and Planning | 2016 | n/a | In 2016, Graubundner Kantonalbank implemented Allocare AMS Portfolio Analysis in the Apps Category investment reporting and portfolio management, using the Allocare AMS Portfolio Analysis application to support investment controlling and portfolio reporting in Switzerland. The year 2016 is documented through vendor citations and corroborating job postings that reference Allocare AMS for investment reporting and portfolio management at the bank. The implementation centered on the Allocare AMS Portfolio Analysis modules for portfolio analytics, performance attribution, holdings analysis, and automated reporting, configured to support investment controlling workflows and regular regulatory and management reporting. Configuration work aligned portfolio data normalization, instrument-level valuation logic, and report templating to the banks finance and portfolio management processes. Operational scope targeted the investment controlling, portfolio management, and finance teams in Switzerland, with vendor materials and job descriptions indicating day-to-day use for investment reporting. Governance emphasized process ownership inside investment controlling and periodic review cycles for measurement and reporting rules, inferred from the application use cases cited in job postings and Allocare positioning. |
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