List of FIS Global Portfolio Management Customers
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United States
Since 2010, our global team of researchers has been studying FIS Global Portfolio Management 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 Global Portfolio Management 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 FIS Global Portfolio Management for Portfolio and Investment Management include: IQ-EQ, a Luxembourg based Banking and Financial Services organisation with 5000 employees and revenues of $1.20 billion, Ultimus Fund Solutions, a United States based Banking and Financial Services organisation with 990 employees and revenues of $100.0 million and many others.
Contact us if you need a completed and verified list of companies using FIS Global Portfolio Management, 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 Global Portfolio Management 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 | Insight Source |
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IQ-EQ | Banking and Financial Services | 5000 | $1.2B | Luxembourg | FIS Global | FIS Global Portfolio Management | Portfolio and Investment Management | 2025 | n/a | In 2025, IQ-EQ implemented FIS Global Portfolio Management to support its Portfolio and Investment Management activities in U.S. hedge fund administration. IQ-EQ explicitly lists FIS Hedge Fund Portfolio Manager as part of its technology stack used to deliver accounting, reconciliation and performance reporting for clients in the United States. The deployment centers on fund accounting, transaction reconciliation and client performance reporting modules, with configuration aimed at supporting multi-client fund administration workflows and standardized client reporting. FIS Global Portfolio Management is presented as the platform for ledger-level accounting, reconciliation orchestration and automated performance reporting, aligning application capabilities with operational fund administration functions. Operational coverage is focused on IQ-EQ U.S. hedge fund administration services, where the application is embedded into fund accounting and client reporting processes. Governance and workflow changes emphasize centralized report generation and reconciliations within the firm’s hedge fund administration practice, and the vendor presentation frames the deployment as supporting scalable fund administration and enhanced client reporting. | |
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Ultimus Fund Solutions | Banking and Financial Services | 990 | $100M | United States | FIS Global | FIS Global Portfolio Management | Portfolio and Investment Management | 2025 | n/a | In 2025, Ultimus Fund Solutions implemented FIS Global Portfolio Management within its Portfolio and Investment Management technology stack. Ultimus uses FIS Hedge Fund Portfolio Manager HFPM to deliver private credit and fund administration services in the United States, supporting trade capture, P&L, reconciliation and investment-manager reporting. The FIS Global Portfolio Management deployment concentrated on end to end portfolio processing workflows, aligning trade capture and P&L engines with reconciliation and investor reporting capabilities. Configuration emphasized data integration to centralize position and transaction records, enabling HFPM to feed standardized reporting outputs and support investment operations and fund administration functions. Implementation integrated HFPM into the company tech stack to streamline data integration and reporting, improving operational scalability and reporting for clients as stated in the company May 6, 2025 press release. Governance centered on operational ownership within fund accounting and client reporting teams, and process standardization was used to establish consistent reconciliation and investment-manager reporting cadence. |
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