List of DTCC ITP (formerly Omgeo) Customers
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Since 2010, our global team of researchers has been studying DTCC ITP (formerly Omgeo) 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 DTCC ITP (formerly Omgeo) 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 DTCC ITP (formerly Omgeo) for Portfolio and Investment Management include: Income Insurance, a Singapore based Insurance organisation with 8400 employees and revenues of $4.59 billion, Schroders, a United Kingdom based Banking and Financial Services organisation with 6071 employees and revenues of $3.21 billion, RBC Global Asset Management, a Canada based Banking and Financial Services organisation with 1500 employees and revenues of $2.67 billion, AXA Investment Managers, a France based Banking and Financial Services organisation with 2500 employees and revenues of $1.69 billion, TD Asset Management, a Canada based Banking and Financial Services organisation with 3500 employees and revenues of $1.30 billion and many others.
Contact us if you need a completed and verified list of companies using DTCC ITP (formerly Omgeo), 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 DTCC ITP (formerly Omgeo) 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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AXA Investment Managers | Banking and Financial Services | 2500 | $1.7B | France | DTCC | DTCC ITP (formerly Omgeo) | Portfolio and Investment Management | 2014 | n/a |
In 2014, AXA Investment Managers implemented DTCC ITP (formerly Omgeo) within its Portfolio and Investment Management environment to standardize post trade confirmation and matching workflows. The deployment targeted trade matching and electronic confirmation processes for AXA Framlington portfolios, aligning post trade operations with the firm wide investment operations standards.
The implementation emphasized trade matching, confirmation automation, and exception management capabilities typical of a DTCC ITP deployment. Configuration work included matching rule sets, automated affirmation workflows, and settlement instruction profiles to support straight through processing for institutional counterparties and custodians.
Operational integration included a migration of trade matching from Oasys Global to CTM Omgeo, and consolidation of the Framlington information system into AXA IM standards to enable consistent middle office processing. The DTCC ITP instance was positioned to serve Front Office and Middle Office workflows and to act as the primary trade matching hub for the Framlington business line across London and Paris.
Governance and run book changes accompanied the technical rollout, AXA Investment Managers built and managed a Framlington support team of three staff in London and Paris and standardized processes across both sites. The project also delivered operational artifacts and automation, including an automated monthly risk report for Framlington portfolios, and provided ongoing business and technical support for front office and middle office applications.
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Income Insurance | Insurance | 8400 | $4.6B | Singapore | DTCC | DTCC ITP (formerly Omgeo) | Portfolio and Investment Management | 2015 | n/a |
In 2015, Income Insurance implemented DTCC ITP formerly Omgeo within its Portfolio and Investment Management environment. The DTCC ITP application was provisioned by Investment IT to support front office to back office workflows across account opening, securities setup for trading, corporate actions processing and settlement instruction management.
Configuration work centered on reference data management and reconciliation capabilities, with explicit support for equities, fixed income, swaps, FX accounts, currencies, portfolios and benchmarks. The implementation included setup of market and reference data parameters, accounts and broker commission structures, and exchange settlement calendars to standardize downstream processing for Fund Accounting, Compliance, Settlements and Performance Analytics.
Operational integrations included administration and access control for Bloomberg, Factset, DTCC ITP, Private I, PORTIA and SWIFT, and the rollout of Thomson Reuters DataScope Select corporate action data onto PORTIA. The project also coordinated integration of DTCC ITP outputs into a central Data Warehouse to provide consolidated position and price feeds for analytics and reporting.
Program governance was delivered through project support activities such as RFP coordination, vendor demonstrations and gap analysis, and review of the users access matrix for key market data and back office applications. Implementation deliverables included automated reporting to flag price anomalies and position breaks, deployment of the DataScope corporate action module onto PORTIA and assistance in Data Warehouse implementation, all aligned to operational teams in Investment IT and the business functions served.
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RBC Global Asset Management | Banking and Financial Services | 1500 | $2.7B | Canada | DTCC | DTCC ITP (formerly Omgeo) | Portfolio and Investment Management | 2010 | n/a |
In 2010, RBC Global Asset Management implemented DTCC ITP (formerly Omgeo) to serve as a centralized trade confirmation and settlement instruction platform within its Portfolio and Investment Management environment. The deployment focused on establishing affirmation, matching, and instruction orchestration capabilities to manage failed and unsettled trades across the firm.
The DTCC ITP (formerly Omgeo) configuration leveraged Central Trade Manager functionality for automated affirmation and matching, and incorporated exception management, instruction routing, and operational reporting modules to support trade support and middle office workflows. Functional capabilities implemented included affirmation matching, exception tracking, automated instruction transmission, and audit-ready operational reporting to surface and prioritize settlement issues.
Integrations were explicitly implemented with Charles River Investment Management System and PC View as upstream trade and reference data sources, and the platform supported direct operational interactions with brokers and custodians for resolution. Operational scope centered on trade support and settlement operations in Toronto and enterprise middle office teams, where analysts used DTCC ITP and connected data sources to identify root causes and drive remediation with external counterparties.
Governance and workflow restructuring emphasized formal exception management and escalation paths, with trade support teams performing structured root cause analysis using data from Charles River, PC View, and Omgeo Central Trade Manager, and coordinating broker and custodian engagement to resolve unsettled positions. DTCC ITP (formerly Omgeo) was positioned as the authoritative affirmation and settlement instruction hub for RBC Global Asset Management Portfolio and Investment Management processes.
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Banking and Financial Services | 6071 | $3.2B | United Kingdom | DTCC | DTCC ITP (formerly Omgeo) | Portfolio and Investment Management | 2010 | n/a |
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Banking and Financial Services | 2700 | $590M | Canada | DTCC | DTCC ITP (formerly Omgeo) | Portfolio and Investment Management | 2015 | n/a |
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Banking and Financial Services | 3500 | $1.3B | Canada | DTCC | DTCC ITP (formerly Omgeo) | Portfolio and Investment Management | 2019 | n/a |
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Buyer Intent: Companies Evaluating DTCC ITP (formerly Omgeo)
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