List of Apex Nexus Customers
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Since 2010, our global team of researchers has been studying Apex Nexus 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 Apex Nexus 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 Apex Nexus for Portfolio and Investment Management include: Russell Investments New Zealand, a New Zealand based Banking and Financial Services organisation with 25 employees and revenues of $10.0 million, Franklin Templeton New Zealand, a New Zealand based Banking and Financial Services organisation with 10 employees and revenues of $5.0 million, First Sentier Investors New Zealand, a New Zealand based Banking and Financial Services organisation with 15 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Apex Nexus, 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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First Sentier Investors New Zealand | Banking and Financial Services | 15 | $5M | New Zealand | Apex Group | Apex Nexus | Portfolio and Investment Management | 2022 | n/a | In 2022, First Sentier Investors New Zealand deployed Apex Nexus, classified as Registry and Fund Administration, to support New Zealand distribution and local fund administration for its PIE funds. The Apex Nexus implementation is embedded within the FundRock NZ hosting arrangement provided by Apex Group, aligning the vendor application with First Sentier Investors New Zealand operational needs for onshore fund servicing. The Apex Nexus deployment focused on registry and fund administration capabilities consistent with the Registry and Fund Administration category, including unit holder recordkeeping, NAV processing and reconciliation, investor servicing workflows, and regulatory reporting automation. Configuration centered on data integrity controls, lifecycle event processing for unit issuance and redemptions, and scheduled accounting and valuation routines that are typical for fund administration platforms. Operational integrations tied Apex Nexus to FundRock NZ hosted operations and to the broader fund servicing ecosystem, including banking and settlement workflows, custody interfaces, and reporting feeds to New Zealand regulatory channels. The implementation scope was concentrated on fund administration and registry functions for New Zealand distribution, with operational ownership primarily in operations and compliance teams given the small local headcount. Governance was organized around centralized registry controls and reconciliations, with defined workflows for investor on‑boarding, periodic reconciliations, and audit trail generation inside Apex Nexus. The deployment emphasized standard fund administration governance, including role based access, transaction level auditability, and process handoffs between operations and compliance for ongoing fund servicing. | |
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Franklin Templeton New Zealand | Banking and Financial Services | 10 | $5M | New Zealand | Apex Group | Apex Nexus | Portfolio and Investment Management | 2018 | n/a | In 2018, Franklin Templeton New Zealand adopted Apex Nexus, a Fund administration and registry platform, as the hosted vehicle for issuing PIE compliant funds through its partnership with FundRock NZ which is now part of Apex Group. The implementation places Franklin Templeton New Zealand on Apex Nexus for local fund administration and registry services delivered to New Zealand investors, with the application serving as the operational ledger for fund issuance and investor servicing. Apex Nexus is described in this context as providing core fund administration and registry capabilities typical of the Fund administration and registry platform category, including investor recordkeeping and transfer agency functions, unit pricing and NAV workflows, corporate actions processing, investor reporting and tax compliance for PIE regimes. Configuration work would emphasize registry data models, investor onboarding workflows and automated reporting streams consistent with local regulatory and tax reporting requirements. Operational responsibility and governance remain with Apex through the FundRock NZ service layer, so platform operations are centered on New Zealand fund operations, transfer agency, compliance and investor services. Franklin Templeton New Zealand, Apex Nexus, Fund administration and registry platform therefore align company application category business function with hosted administration, local regulatory compliance and ongoing registry operations for New Zealand investors. | |
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Russell Investments New Zealand | Banking and Financial Services | 25 | $10M | New Zealand | Apex Group | Apex Nexus | Portfolio and Investment Management | 2022 | n/a | In 2022, Russell Investments New Zealand implemented Apex Nexus to support Fund administration for its locally hosted PIE and managed funds. Russell Investments New Zealand is a FundRock and Apex Group fund-hosting client, and Apex Nexus is used alongside Apex’s local fund hosting and registry services to operate funds distributed to Kiwi investors. The deployment centered on Apex Nexus registry and fund administration capabilities, with configuration focused on investor registry and fund-hosting workflows. Functional capabilities implemented include registry services, transfer agency style shareholder servicing, unit pricing and NAV calculation workflows, and statutory and investor reporting templates consistent with Fund administration platforms. Operational coverage is explicitly New Zealand, supporting PIE taxed vehicles and managed funds distributed to retail and wholesale investors in that jurisdiction. The implementation positioned Apex Nexus as the operational platform for day to day fund servicing, reconciliation workflows, and investor record management within Russell Investments New Zealand’s local operations. Governance and process changes emphasized centralizing registry operations and standardizing fund-hosting procedures to align with Apex Group’s local compliance and reporting requirements. Apex Nexus was instrumented to reflect Apex’s local service model, enabling Russell Investments New Zealand to operate fund administration and registry functions under Apex’s regional hosting arrangements. |
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