List of FactSet Vermilion Reporting Suite Customers
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Since 2010, our global team of researchers has been studying FactSet Vermilion Reporting Suite 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 FactSet Vermilion Reporting Suite for Asset and Wealth 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 FactSet Vermilion Reporting Suite for Asset and Wealth Management include: Schroders, a United Kingdom based Banking and Financial Services organisation with 6071 employees and revenues of $3.21 billion, Asset Management One, a Japan based Banking and Financial Services organisation with 948 employees and revenues of $1.05 billion, Schroders US, a United States based Banking and Financial Services organisation with 1089 employees and revenues of $490.0 million, Martin Currie, a United Kingdom based Banking and Financial Services organisation with 200 employees and revenues of $29.0 million and many others.
Contact us if you need a completed and verified list of companies using FactSet Vermilion Reporting Suite, 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 FactSet Vermilion Reporting Suite 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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Asset Management One | Banking and Financial Services | 948 | $1.1B | Japan | FactSet | FactSet Vermilion Reporting Suite | Asset and Wealth Management | 2021 | n/a |
In 2021, Asset Management One implemented FactSet Vermilion Reporting Suite to automate portfolio and client reporting across its Japan operations. The FactSet Vermilion Reporting Suite was deployed as an Asset and Wealth Management application and targeted finance and client reporting processes for institutional and fund level outputs.
The implementation configured template driven report generation to produce client and fund reports and to automate scheduled publication workflows, replacing manual spreadsheet assembly in reporting production. Functional capabilities implemented included portfolio reporting, client reporting, fund report generation, template management, report validation rules, and automated distribution driven by reusable templates.
Operational scope was limited to Japan and focused on finance and client reporting teams, with rollout sequencing that prioritized high volume client and fund report streams. Governance changes centralized reporting templates and introduced standardized validation and distribution processes to improve transparency and operational efficiency, and the deployment reduced manual Excel work as reported.
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Martin Currie | Banking and Financial Services | 200 | $29M | United Kingdom | FactSet | FactSet Vermilion Reporting Suite | Asset and Wealth Management | 2016 | n/a |
In 2016, Martin Currie implemented the FactSet Vermilion Reporting Suite. The Edinburgh based asset manager purchased the V:Pitch pitchbook module to consolidate client reporting and marketing materials and to centralize pitchbook production across its organisation. The deployment was executed as a phased implementation across EMEA with global targeting, focusing on client communications and sales enablement workflows.
FactSet Vermilion Reporting Suite was configured to centralize report generation and standardize template management, with the V:Pitch pitchbook module providing pitchbook assembly and marketing collateral management capabilities. Configuration work emphasized automated document generation and modular template libraries to support repeatable production processes. The implementation explicitly addressed Asset and Wealth Management business functions by aligning reporting, client communications, and sales material production under a single reporting framework.
Rollout followed a staged EMEA to global plan with phased adoption by client reporting and sales enablement teams, and governance centered on template control and standardized production workflows. The program aimed to streamline report and pitchbook production, improving scalability and return on investment as stated in the engagement notes.
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Schroders | Banking and Financial Services | 6071 | $3.2B | United Kingdom | FactSet | FactSet Vermilion Reporting Suite | Asset and Wealth Management | 2012 | n/a |
In 2012, Schroders implemented FactSet Vermilion Reporting Suite to centralize client reporting for its Asset and Wealth Management business function. FactSet Vermilion Reporting Suite was used to produce and deliver monthly, quarterly and annual client reports, with the team creating and delivering over 1,000 reports as part of ongoing client servicing and regulatory reporting workflows.
The implementation emphasized reporting automation, template driven report generation, scheduling and workflow orchestration to reduce manual desk work by client service teams. Workflows in FactSet Vermilion Reporting Suite were configured to provide approval gates and audit trails, supporting compliance needs and enabling consistent onboarding of report templates.
Operational coverage extended across the dedicated client reporting team and client service teams, spanning London and a newly established Horsham reporting center. The deployment supported specific processes such as LDI QIR timeliness and consolidated large account reporting including Lloyds, with onboarding and testing phases coordinated through the VRS environment. After each quarter the team generated MI and statistics packs from the platform to capture performance and cross functional collaboration insights.
Rollout included structured training and knowledge transfer, creation of process documentation, and regular stakeholder meetings to review issues and improvements. The lead client reporting specialist established the Horsham team and trained specialists and a new manager, managed year on year audit requirements, and coordinated report onboarding and testing toward handover to specialists.
Outcomes reported by the team included increasing automation adoption from approximately 50 percent to over 85 percent and improving LDI QIR timeliness from under 50 percent to over 90 percent delivered on time or early. The implementation established a self sufficient client reporting team and strengthened audit readiness through workflow configuration in FactSet Vermilion Reporting Suite.
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Banking and Financial Services | 1089 | $490M | United States | FactSet | FactSet Vermilion Reporting Suite | Asset and Wealth Management | 2012 | n/a |
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Buyer Intent: Companies Evaluating FactSet Vermilion Reporting Suite
- Schroders, a United Kingdom based Banking and Financial Services organization with 6071 Employees
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