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● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

List of Captools Customers

Captools Company
Location
14401 Issaquah-Hobart Rd. Ste 201,
Issaquah, 98027, WA,
United States
Website
https://www.captools.com/
Phone
1 425-391-4250
Artw industry
Professional Services
Employee
10
Revenue
$1M

Since 2010, our global team of researchers has been studying Captools 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 Captools 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 Captools for Portfolio and Investment Management include: Unbiased Portfolio Management Canada, a Canada 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 Captools, 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 Captools 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
Unbiased Portfolio Management Canada Banking and Financial Services 10 $1M Canada Captools Captools Portfolio and Investment Management 2019 n/a
In 2010, Unbiased Portfolio Management Canada implemented Captools in its Portfolio and Investment Management environment. Captools/net was used to provide portfolio tracking, ROI performance reporting and net-worth reporting as core components of the firm's investment management and client reporting processes. Configuration emphasized the performance reporting and net-worth reporting modules, drawing on position, transaction and valuation data to produce client-facing ROI and net worth statements and support ongoing portfolio monitoring. The firm continued to operate Captools/net in parallel while migrating to NDEX in 2024, indicating staged coexistence of reporting workflows and a phased data transition during the migration. Unbiased Portfolio Management reported that Captools "served us very well" for generating Net Worth Reports, reflecting continuity of reporting capabilities throughout the platform change.
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Buyer Intent: Companies Evaluating Captools

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Captools. Gain ongoing access to real-time prospects and uncover hidden opportunities.

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FAQ - APPS RUN THE WORLD Captools Coverage

Captools is a Portfolio and Investment Management solution from Captools.

Companies worldwide use Captools, from small firms to large enterprises across 21+ industries.

Organizations such as Unbiased Portfolio Management Canada are recorded users of Captools for Portfolio and Investment Management.

Companies using Captools are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.

Companies using Captools are most concentrated in Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Captools across Americas, EMEA, and APAC.

Companies using Captools range from small businesses with 0-100 employees - 100%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of Captools include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Captools customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.