List of Atominvest Portfolio Management Customers
London, W1W 8HF,
United Kingdom
Since 2010, our global team of researchers has been studying Atominvest Portfolio 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 Atominvest Portfolio Management 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 Atominvest Portfolio Management for Portfolio and Investment Management include: Bonaccord Capital Partners, a United States based Banking and Financial Services organisation with 45 employees and revenues of $10.0 million, Heartcore, a Denmark based Banking and Financial Services organisation with 30 employees and revenues of $3.0 million, 17capital Americas, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Atominvest Portfolio 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 |
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17capital Americas | Banking and Financial Services | 10 | $1M | United States | Atominvest | Atominvest Portfolio Management | Portfolio and Investment Management | 2024 | n/a |
In 2024, 17capital Americas deployed Atominvest Portfolio Management to centralize portfolio monitoring, automate data ingestion and streamline fund-level reporting within its finance and portfolio operations in the UK. The implementation uses Atominvest Portfolio Management as a Portfolio and Investment Management application to unify portfolio visibility and standardize reporting across fund entities.
The Atominvest Portfolio Management module was configured to standardize KPI definitions, enforce data validation rules and automate ingestion workflows that feed a centralized reporting engine. Functional capabilities implemented include portfolio monitoring dashboards, automated data ingestion and normalization, fund-level reporting templates and KPI standardization workflows consistent with Portfolio and Investment Management functional patterns.
Operational coverage is focused on finance and portfolio operations in the UK, with deployment scoped at the fund and portfolio reporting level. Data ingestion workflows connect incoming position and valuation inputs into the Atominvest Portfolio Management instance, where data quality controls and normalization logic are applied prior to report generation.
Governance changes centered on standardized KPI definitions and centralized data quality controls to accelerate reporting workflows and improve consistency of fund-level reports. The implementation goal and observed configuration emphasis were to standardize KPIs, improve data quality and accelerate reporting workflows as part of 17capital Americas use of Atominvest Portfolio Management.
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Bonaccord Capital Partners | Banking and Financial Services | 45 | $10M | United States | Atominvest | Atominvest Portfolio Management | Portfolio and Investment Management | 2023 | n/a |
In 2023, Bonaccord Capital Partners deployed Atominvest Portfolio Management as a Portfolio and Investment Management solution to support portfolio monitoring, investor reporting and fund operations in the United States. Atominvest lists Bonaccord Capital Partners as a client, and available materials indicate the deployment is focused on centralizing borrower and asset data and automating reporting workflows.
Atominvest Portfolio Management was configured to consolidate borrower profiles, asset positions, and performance attributes into a unified data model for credit and portfolio analysis. Functional capabilities inferred from vendor materials include portfolio and asset monitoring, investor reporting modules, fund operations orchestration, and automated reporting pipelines to produce investor deliverables and operational reports.
Operational coverage centers on investment and fund operations teams in the United States, with the platform positioned as the system of record for borrower information, asset performance, and investor schedules. The deployment embeds workflow automation for reporting cadence, data validation, and document generation to support routine investor communications and fund administration.
Governance and process changes implied by the implementation emphasize centralized data stewardship, standardized reporting templates, and role based access controls to enforce consistent investor reporting and fund operational workflows. This positions Bonaccord Capital Partners to use Atominvest Portfolio Management for Portfolio and Investment Management functions such as portfolio monitoring and investor reporting.
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Heartcore | Banking and Financial Services | 30 | $3M | Denmark | Atominvest | Atominvest Portfolio Management | Portfolio and Investment Management | 2024 | n/a |
In 2024, Heartcore implemented Atominvest Portfolio Management to support portfolio analytics, KPI tracking and investor reporting across its Europe-based venture and asset operations. Atominvest Portfolio Management, a Portfolio and Investment Management application, was configured to centralize portfolio data and to automate metric collection workflows for fund level and deal level performance monitoring.
Deployment emphasized a consolidated portfolio data repository and automated reporting pipelines used to generate investor reports and internal KPI dashboards. Operational scope covered portfolio management and investor relations functions across Heartcore's Europe-based activities, and the rollout included governance adjustments to standardize KPI definitions, reporting cadence and data stewardship responsibilities. The implementation focused on portfolio analytics, KPI tracking and investor reporting modules, and used automated metric aggregation and scheduled report distribution to speed up reporting processes.
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