List of Broadridge Revport (formerly Bonaire) Customers
Lake Success, 11042, NY,
United States
Since 2010, our global team of researchers has been studying Broadridge Revport (formerly Bonaire) 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 Broadridge Revport (formerly Bonaire) for Revenue Cycle 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 Broadridge Revport (formerly Bonaire) for Revenue Cycle Management include: SEI Investments, a United States based Banking and Financial Services organisation with 5061 employees and revenues of $1.92 billion, CIBC Private Wealth Management US, a United States based Banking and Financial Services organisation with 800 employees and revenues of $300.0 million, PineBridge Investments, a United States based Banking and Financial Services organisation with 700 employees and revenues of $250.0 million, Columbia Threadneedle United Kingdom, a United Kingdom based Banking and Financial Services organisation with 1200 employees and revenues of $70.0 million and many others.
Contact us if you need a completed and verified list of companies using Broadridge Revport (formerly Bonaire), 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 Broadridge Revport (formerly Bonaire) 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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
CIBC Private Wealth Management US | Banking and Financial Services | 800 | $300M | United States | Broadridge | Broadridge Revport (formerly Bonaire) | Revenue Cycle Management | 2016 | n/a |
In 2016, CIBC Private Wealth Management US deployed Broadridge Revport (formerly Bonaire) as its Revenue Cycle Management platform to centralize fee calculation and invoicing for trading activity. Broadridge Revport was provisioned to serve billing coordinators, billing supervisors, relationship managers, system administrators and business analysts within the wealth management domain, and to calculate fees tied to trades executed through the firmwide trading stack.
The implementation focused on core billing and accounts receivable capabilities, the fee calculation engine, invoice generation and distribution workflows. Functional workstreams documented during the program included data management services, custom functionality development, interfaces and feeds, regression testing and reconciliation, with explicit data validation of XML flat files, trade reports and database mappings.
Operational integrations were explicit parts of the implementation, Broadridge Revport consumed trade-level activity associated with the Charles River Investment Management System and supported downstream accounts receivable handoff through a JP Morgan interface as well as a separate invoice printing and distribution interface. Trade messaging flows were validated using FX messaging and FIX protocol expertise, and the broader program included parallel ETL work from Temenos Wealth Manager into the CIBC data warehouse and reporting center.
Governance and rollout was structured around formal test discipline and QA leadership, with documented test strategy, SIT and UAT plans, test scenarios and detailed test cases. The program used HP ALM for test management, automated test frameworks built with Selenium Webdriver, Maven, TestNG and Cucumber, and relied on SQL, PL SQL and UNIX tooling for data validation and reconciliation across Oracle and Hadoop stacks.
|
 |
Columbia Threadneedle United Kingdom | Banking and Financial Services | 1200 | $70M | United Kingdom | Broadridge | Broadridge Revport (formerly Bonaire) | Revenue Cycle Management | 2008 | n/a |
In 2008, Columbia Threadneedle United Kingdom implemented Broadridge Revport (formerly Bonaire) to automate revenue management, performance fee calculations and fee billing within its finance operations. The implementation targeted Revenue Cycle Management processes in the UK, centralizing billing data and establishing a single source for fee schedules and billing events. Deployment focused on configuring Broadridge Revport modules for revenue lifecycle orchestration, performance fee calculation engines and invoice generation, aligning the application with fund accounting inputs and billing calendars.
Operational coverage was the finance function in the United Kingdom, with rollout concentrated on centralizing billing data, improving forecasting and analytics and reducing operational risk associated with spreadsheet-based processes. Governance changes included formalizing billing data ownership, standardizing fee calculation rules and introducing audit trails within Broadridge Revport to support control and reconciliation workflows. The deployment emphasized automated fee billing and performance fee workflows, and the Broadridge Revport application served as the centralized Revenue Cycle Management engine for billing, forecasting and fee reporting.
|
 |
PineBridge Investments | Banking and Financial Services | 700 | $250M | United States | Broadridge | Broadridge Revport (formerly Bonaire) | Revenue Cycle Management | 2012 | n/a |
In 2012, PineBridge Investments implemented Broadridge Revport (formerly Bonaire) to automate fee billing and integrate a data warehouse with its back-office systems. This deployment leveraged Revenue Cycle Management capabilities to centralize revenue data for PineBridge's finance and revenue-cycle functions in the United States, aligning billing and reconciliation workflows under a single application.
The implementation of Broadridge Revport included core fee-billing automation and reconciliation workflows, configuration of fee calculation rules, and centralized revenue reporting. The Revenue Cycle Management deployment focused on reducing manual invoice generation and manual reconciliation by standardizing billing logic and operationalizing revenue data feeds for downstream accounting processes.
Integrations were executed to link the Broadridge Revport instance with a data warehouse and the firm's back-office systems, creating a consolidated revenue data layer for finance, accounting, and revenue operations. Governance changes centered on centralizing revenue data ownership within finance, introducing standardized reconciliation processes, and operationalizing fee-billing controls to reduce manual intervention and improve auditability.
|
 |
|
Banking and Financial Services | 5061 | $1.9B | United States | Broadridge | Broadridge Revport (formerly Bonaire) | Revenue Cycle Management | 2010 | n/a |
|
Buyer Intent: Companies Evaluating Broadridge Revport (formerly Bonaire)
- SEI Investments, a United States based Banking and Financial Services organization with 5061 Employees
- Citigroup, a United States based Banking and Financial Services company with 230000 Employees
- Astronomer, a United States based Professional Services organization with 250 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||