List of Arbor Portfolio Manager Customers
London, W1J 7BU,
United Kingdom
Since 2010, our global team of researchers has been studying Arbor Portfolio Manager 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 Arbor Portfolio Manager for Project Portfolio 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 Arbor Portfolio Manager for Project Portfolio Management include: Constellation Multi, a Cayman Islands based Banking and Financial Services organisation with 15 employees and revenues of $10.0 million, Athara Fund Services United Kingdom, a United Kingdom based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Arbor Portfolio Manager, 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 Arbor Portfolio Manager 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 |
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Athara Fund Services United Kingdom | Banking and Financial Services | 10 | $2M | United Kingdom | Arbor Financial Systems | Arbor Portfolio Manager | Project Portfolio Management | 2024 | n/a |
In 2024, Athara Fund Services United Kingdom adopted Arbor Portfolio Manager as its operational backbone for outsourced middle and back office services. The Apps Category is , and Arbor Portfolio Manager is cited publicly as powering fund operations across asset classes including crypto and equities from the United Kingdom.
Implementation scope centers on Arbor Portfolio Manager delivering Arbor PMS and OMS functionality as the core operational fabric for Athara Fund Services United Kingdom, supporting portfolio management, order lifecycle workflows, position keeping and fund accounting workflows typical of a portfolio management system. The deployment is described as the operational backbone for outsourced middle and back office services rather than a point solution, indicating configuration focused on multi asset class trade capture and post trade processing.
Functional modules inferred from the powered by statement emphasize portfolio management and order management capabilities, automated reconciliations and NAV oriented fund operations, and role based access for middle office and back office users. Arbor Portfolio Manager is presented as the integrated application orchestrating these functional workflows for the firms UK based operations.
Governance and operational design highlight a centralized application model for outsourced operations, with Arbor Portfolio Manager expected to unify operational processes across the small firms middle and back office functions. The narrative publicly positions Arbor Portfolio Manager as the primary operational system for Athara Fund Services United Kingdom, with configuration aligned to multi asset fund operations including crypto and equities.
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Constellation Multi | Banking and Financial Services | 15 | $10M | Cayman Islands | Arbor Financial Systems | Arbor Portfolio Manager | Project Portfolio Management | 2024 | n/a |
In 2024 Constellation Multi implemented Arbor Portfolio Manager, delivered and customised by Arbor Financial Systems, to support its Multi Manager pod shop platform, Apps Category . The deployment was configured specifically to align portfolio operations with the firm’s multi manager operating model and to centralise reporting across multiple funds.
Arbor Portfolio Manager was customised to add configurable VaR reporting, fund and fee configuration, and share class support, extending the application’s portfolio accounting and risk reporting capabilities. Configuration work focused on portfolio, middle office and back office workflows, implementing configurable valuation logic and reporting templates consistent with portfolio management functional requirements.
The implementation covered portfolio and middle and back office processes in the UK and enabled a low touch operations model and improved multi fund analytics for the platform. Governance and operational control changes centred on configuration driven reporting and operational handoffs, with Arbor Financial Systems providing the product customisations and rollout across the platform.
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