List of Fis Deep Pool Mantra Customers
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Since 2010, our global team of researchers has been studying Fis Deep Pool Mantra 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 Fis Deep Pool Mantra for Transfer Agency 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 Fis Deep Pool Mantra for Transfer Agency include: Wells Fargo Global Fund Services, a United States based Banking and Financial Services organisation with 227363 employees and revenues of $73.79 billion, Deutsche Bank Ireland, a Ireland based Banking and Financial Services organisation with 200 employees and revenues of $344.0 million, MUFG Investor Services Canada, a Canada based Banking and Financial Services organisation with 1000 employees and revenues of $200.0 million, Waystone, a Ireland based Banking and Financial Services organisation with 1600 employees and revenues of $200.0 million, CACEIS Ireland, a Ireland based Banking and Financial Services organisation with 300 employees and revenues of $70.0 million and many others.
Contact us if you need a completed and verified list of companies using Fis Deep Pool Mantra, 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 Fis Deep Pool Mantra 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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Apex Fund Services (Ireland) Ltd | Banking and Financial Services | 280 | $40M | Ireland | FIS Global | Fis Deep Pool Mantra | Transfer Agency | 2021 | n/a |
In 2021, Apex Fund Services (Ireland) Ltd implemented Fis Deep Pool Mantra as its Transfer Agency platform. The deployment was positioned to manage the interface between Apex clients and their investors, leveraging ManTra for investor servicing and compliance functionality that Deep Pool supplies.
The implementation focused on Transfer Agency capabilities including investor recordkeeping, subscription and redemption processing, shareholder registry maintenance, reconciliations, and regulatory reporting. Fis Deep Pool Mantra was configured to support investor onboarding and compliance workflows, embedding processing rules and automation consistent with investor servicing operations.
Operational coverage aligned to fund administration activities that serve offshore and onshore hedge funds, partnerships, private equity vehicles, retail funds and regulated financial firms, reflecting Deep Pool’s solution scope and global footprint. The solution suite deployed by Fis Deep Pool Mantra was drawn from a product set developed by accountants, business analysts and software engineers, supporting Apex’s investor servicing function in Ireland.
Governance changes concentrated on standardizing investor servicing processes, enforcing role based access and audit trails, and consolidating client communication interfaces through the Fis Deep Pool Mantra application. Deep Pool’s positioning as the provider of ManTra was described by Apex as delivering a best in class solution for Investor Servicing.
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CACEIS Ireland | Banking and Financial Services | 300 | $70M | Ireland | FIS Global | Fis Deep Pool Mantra | Transfer Agency | 2014 | n/a |
In 2014, CACEIS Ireland implemented Fis Deep Pool Mantra to support Transfer Agency operations for private investment funds, including master feeder structures handled out of the IFSC Dublin office and a newly formed Geneva team for onboarding new clients. The deployment centered on fund accounting and transfer agency business functions, with the Fis Deep Pool Mantra application used for end to end NAV workflows across long short, spreads, currencies, interest rate instruments, swaps, securities and equities.
Fis Deep Pool Mantra was configured to support NAV preparation and operational modules common to Transfer Agency, including trade capture and input, cash and position reconciliation, security pricing in accordance with agreed pricing conventions, expense processing, fee calculation and adjustments, invoicing, and monthly ad hoc reporting. The implementation supported auditor response workflows and regular investor reporting requirements, reflecting operational control points in fund accounting and transfer agency processing.
Operational interoperability was evident with Geneva, GP3 Accounting system, Mainframe TA System and Olis Fund Accounting System as part of the broader processing environment, enabling data collection, trade input and reconciliations across systems. The implementation impacted fund accounting, transfer agency, middle office and investor servicing teams in Dublin and the Geneva team, with staff training and knowledge transfer activities documented as part of the rollout.
Governance and process changes focused on embedding Mantra TA system workflows into existing NAV and transfer agency procedures, with staff responsibilities covering data collection, pricing, reconciliations, fee calculations and timely auditor responses. Fis Deep Pool Mantra served as the central Transfer Agency application for CACEIS Ireland fund accounting operations in 2014, with configuration and operational practices aligned to private fund structures and multi-entity NAV processing.
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Centaur a Waystone Group Company | Banking and Financial Services | 300 | $40M | Ireland | FIS Global | Fis Deep Pool Mantra | Transfer Agency | 2015 | n/a |
In 2015 Centaur a Waystone Group Company implemented Fis Deep Pool Mantra to support its Transfer Agency operations and centralized investor servicing, accounting and reporting functions. The deployment placed Fis Deep Pool Mantra at the center of Centaur's client reporting platform, aligning the application with the firm’s requirement for open, transparent and customizable reporting to managers, investors and fund boards.
The Fis Deep Pool Mantra implementation was configured to deliver core transfer agency capabilities including investor servicing and transfer agent workflows, fully integrated multi currency investment accounting and general ledger, and systematic P&L allocation. The implementation also encompassed an investor and performance fee engine supporting equalization, series of shares, tiered fees and hurdles, controlled price collection and quasi custody workflows, and inbuilt compliance with AML reporting and tracking.
Operationally the Fis Deep Pool Mantra environment was integrated with Sungard Asset Arena and HWM Mantra which function as the backbone of Centaur’s platform, enabling consolidated data extracts and secure manager and investor web access. The scope spans fund administration, investor reporting and compliance monitoring, with governance oriented around integrated reporting, fee processing and regulatory AML controls to ensure required regulatory requirements are met.
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Deutsche Bank Ireland | Banking and Financial Services | 200 | $344M | Ireland | FIS Global | Fis Deep Pool Mantra | Transfer Agency | 2015 | n/a |
In 2015 Deutsche Bank Ireland implemented Fis Deep Pool Mantra as part of its Transfer Agency tooling for custody and client servicing operations. The deployment targeted Client Services, the Custody Reporting Team, and Custody Operations in Dublin, and was supported by an internal Mantra Task Force responsible for system improvements and validation efforts.
Fis Deep Pool Mantra was configured to centralize custody reporting and reconciliation workflows, including monthly account reconciliation reports and NAV frequency reporting. The implementation enabled a move to paper free monthly reporting through custody platform enhancements, and introduced semi automated custody billing and invoicing workflows informed by custody agreements and fee profiles.
Operational integrations included system exports from multiple bank platforms to support a daily cash reconciliation process, and the creation of a wiring details validation check prior to standard settlement instruction uploads. Reporting outputs were structured to feed KRI reporting to the risk management team and KPI reporting to senior management, aligning system exports with supervisory review processes.
Governance changes included supervisory review of daily controls, monthly one to one staff meetings, and formalized review cycles for custody billing and monthly account reports. The program emphasised testing and process restructuring, and explicitly reduced manual entry and risk while lowering potential for reconciliation and settlement errors.
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MUFG Alternative Fund Services Ireland | Banking and Financial Services | 62 | $12M | Ireland | FIS Global | Fis Deep Pool Mantra | Transfer Agency | 2017 | n/a |
In 2017 MUFG Alternative Fund Services Ireland implemented Fis Deep Pool Mantra as its Transfer Agency system, migrating operational control from Fis Deep Pool NTAS to Fis Deep Pool Mantra. The engagement was scoped to the Transfer Agency department in Dublin and targeted a full migration of all fund parameters and client-facing records, completed within a three month turnaround.
The implementation centered on data migration and configuration work, including validation of addresses, email addresses, contact numbers and names to ensure 100 percent fidelity with NTAS source records. The project team used macros to accelerate data extraction and loading, while logging and correcting errors surfaced during automated processes, and Mantra engineers were engaged to clarify functional behavior and configuration options in Fis Deep Pool Mantra.
Operational integration retained existing trade capture and messaging workflows, the MUFG Trade Capture system ORCA was used for SWIFT based trade processing and the TA team continued to produce weekly pricing and holdings reports from SWIFT feeds. Transfer Agency functional modules and routines implemented included subscription, redemption, switches and transfers processing, trade authorisation and payment workflows, SWIFT confirmations and trade file updates, cash and unit reconciliations, and daily cash account monitoring.
Governance was formalized through QC checks by the Director and Project Specialist, with the TA Project Coordinator and Support Administrator responsible for detailed record reconciliation and liaison between project specialists and Mantra engineers. The project concluded successfully with the migration to Fis Deep Pool Mantra completed within the stated three month window, positioning Fis Deep Pool Mantra as MUFG Alternative Fund Services Ireland's primary Transfer Agency platform supporting TA operations, trade processing, reconciliations and client servicing.
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Banking and Financial Services | 1000 | $200M | Canada | FIS Global | Fis Deep Pool Mantra | Transfer Agency | 2017 | n/a |
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Banking and Financial Services | 160 | $30M | Cayman Islands | FIS Global | Fis Deep Pool Mantra | Transfer Agency | 2017 | n/a |
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Banking and Financial Services | 25 | $3M | Cayman Islands | FIS Global | Fis Deep Pool Mantra | Transfer Agency | 2023 | n/a |
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Banking and Financial Services | 200 | $50M | Ireland | FIS Global | Fis Deep Pool Mantra | Transfer Agency | 2010 | n/a |
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Banking and Financial Services | 1600 | $200M | Ireland | FIS Global | Fis Deep Pool Mantra | Transfer Agency | 2018 | n/a |
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Buyer Intent: Companies Evaluating Fis Deep Pool Mantra
- Highvern, a Jersey based Banking and Financial Services organization with 167 Employees
- Goldman Sachs, a United States based Banking and Financial Services company with 48300 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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