List of FIS Investment Accounting Manager (formerly InvestOne) Customers
FIS
601 Riverside Avenue,
Jacksonville, 32204, FL,
United States
Jacksonville, 32204, FL,
United States
1 904-438-6000
Professional Services
60000
$10.1B
Since 2010, our global team of researchers has been studying FIS Investment Accounting Manager (formerly InvestOne) 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 Investment Accounting Manager (formerly InvestOne) 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 Investment Accounting Manager (formerly InvestOne) for Portfolio and Investment Management include: Canadian Imperial Bank of Commerce (CIBC), a Canada based Banking and Financial Services organisation with 49824 employees and revenues of $21.30 billion, The Hartford Insurance Group, a United States based Insurance organisation with 19900 employees and revenues of $20.00 billion, Ameriprise Financial, a United States based Banking and Financial Services organisation with 13800 employees and revenues of $15.54 billion, Principal Asset Management, a United States based Banking and Financial Services organisation with 19800 employees and revenues of $13.65 billion, Regions Bank, a United States based Banking and Financial Services organisation with 19969 employees and revenues of $7.53 billion and many others.
Contact us if you need a completed and verified list of companies using FIS Investment Accounting Manager (formerly InvestOne), 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 Investment Accounting Manager (formerly InvestOne) 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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AGF Investments | Banking and Financial Services | 614 | $472M | Canada | FIS Global | FIS Investment Accounting Manager (formerly InvestOne) | Portfolio and Investment Management | 2016 | n/a |
In 2016, AGF Investments migrated its fund accounting to FIS Investment Accounting Manager (formerly InvestOne) within its Portfolio and Investment Management environment. The initiative migrated accounting and fund processing from CGI Wealth360 Fund Accounting formerly mPower and centralized fund accounting across mutual funds, ETFs, equities, fixed income and derivatives.
The implementation focused on core fund accounting capabilities for securities, trades, holdings and performance analysis, with configuration of NAV calculation workflows and fund exposure reporting. FIS Investment Accounting Manager was configured to support ETF business processes including ETF creation, strategy modelling, start of day, intra day and end of day processing, currency hedging for global ETFs and collateral processing for short positions.
Integrations were defined at the data and trade interface level, including integration testing and interface specifications with Eagle Investment Systems for warehousing and trade reporting, custodial and sub accounting feeds with CIBC Mellon Fund Accounting and JP Morgan Fund Accounting, and trade capture linkages to Bloomberg AIM for equities, fixed income and derivatives. Additional integration points documented included Charles River OMS trade feeds, index providers and market data providers for reference data, and proxy voting services via ISS for compliance workflows.
Project governance emphasized requirements gathering, interface specification, solution design, execution of integration and functional testing, development and execution of test cases, and structured issues management across operations, trading desks and IT services. Operational workflow changes were documented for authorised participant trades, index swaps, shorts, NAV calculation and funds exposure reporting, with compliance controls for personal trading, client onboarding and segregation of duties aligned to ETF trust governance.
Operational coverage extended across ETF business and operational processes, fund accounting, performance attribution, derivatives data warehousing and cash projection workflows used in NAV processing, with post implementation support and vendor liaison for outstanding development and issue resolution. FIS Investment Accounting Manager served as AGF Investments core fund accounting engine in its Portfolio and Investment Management stack.
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Ameriprise Financial | Banking and Financial Services | 13800 | $15.5B | United States | FIS Global | FIS Investment Accounting Manager (formerly InvestOne) | Portfolio and Investment Management | 2022 | n/a |
In 2022, Ameriprise Financial implemented FIS Investment Accounting Manager (formerly InvestOne) to support investment accounting and corporate actions processing. The deployment sits within the firm portfolio of Portfolio and Investment Management tooling and targets corporate actions and mutual fund operations across its asset management and advice businesses. Ameriprise reported more than $1 trillion in assets under management and administration as of 2022, providing context for the operational scale of the implementation.
The implementation concentrated on corporate actions lifecycle capabilities, including event validation, event setup, entitlement allocation, posting of accounting entries and reconciliation orchestration. FIS Investment Accounting Manager was configured to handle corporate actions processing, exception management and automated reconciliation workflows, with emphasis on cash and asset reconciliation breaks and break investigation workflows. Configuration aligned standard investment accounting routines with corporate actions processing to ensure consistent accounting treatment across events.
Integrations were explicit and operational, the program integrated FIS Investment Accounting Manager workflows with Aladdin Corporate Actions Manager for event validation and set up, and processing occurred in both Aladdin and Invest One as part of day to day operations. Reconciliation and break resolution included comparisons against third party feeds and custodial confirmations as part of break remediation. Operational coverage focused on the Corporate Actions department with delivery resources spanning the US and India and a targeted engagement to integrate US and EMEA Corporate Action teams for the globalization initiative.
Governance established centralized event validation and escalation workflows, with a team lead responsible for five direct reports across US and India and cross functional coordination between corporate actions, operations and mutual fund operations. The rollout emphasized standardized event setup procedures, formalized break resolution processes and cross regional handoffs to support consistent processing across EMEA and US teams.
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Bank of Philippines Islands | Banking and Financial Services | 22062 | $3.1B | Philippines | FIS Global | FIS Investment Accounting Manager (formerly InvestOne) | Portfolio and Investment Management | 2015 | n/a |
In 2015, Bank of Philippines Islands implemented FIS Investment Accounting Manager (formerly InvestOne) for Portfolio and Investment Management. The implementation established a hybrid architecture combining z/OS mainframe components and open system processing to support investment accounting and batch-driven trade lifecycle workloads.
The technical footprint included mainframe technologies such as COBOL, CICS, DB2, VSAM, MQ, REXX and DFSORT on z/OS, together with open system components using UNIX scripting, VB scripting, PERL and R. The environment underwent a hardware uplift from z11 to z13, and application support practices included regular patching of both mainframe and open system components, unit testing and production implementation under the bank change management process.
FIS Investment Accounting Manager was configured to deliver core investment accounting capabilities, trade processing and settlement orchestration, reconciliation and reporting functions, and customized modules for client specific workflows. The team maintained and optimized customization modules, modernized extraction of user request data from mainframe to open system, and simplified ancillary job processing to reduce critical path latency.
Operational integrations included coordination with a bank Deposits system upgrade that impacted end to end processing, and extraction feeds into open systems for downstream reporting and analysis. Day to day operations were supported with onsite production coverage 24 by 5, first level incident analysis, and a primary BAU support lead responsible for coding, testing, UAT and production rollouts.
Governance followed formal change management, with impact analysis, software quality review and tracked production implementation tasks. Concrete outcomes included simplifying yearend activities from a two month activity to a one week activity, decommissioning obsolete daily batch jobs, rescheduling noncritical jobs outside the critical path and maximizing utilization of open system resources instead of relying solely on mainframe processing.
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Banking and Financial Services | 1700 | $1.2B | Ireland | FIS Global | FIS Investment Accounting Manager (formerly InvestOne) | Portfolio and Investment Management | 2015 | n/a |
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Banking and Financial Services | 2000 | $200M | Poland | FIS Global | FIS Investment Accounting Manager (formerly InvestOne) | Portfolio and Investment Management | 2015 | n/a |
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Banking and Financial Services | 1000 | $400M | Singapore | FIS Global | FIS Investment Accounting Manager (formerly InvestOne) | Portfolio and Investment Management | 2009 | n/a |
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Banking and Financial Services | 4300 | $2.9B | United Kingdom | FIS Global | FIS Investment Accounting Manager (formerly InvestOne) | Portfolio and Investment Management | 2013 | n/a |
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Banking and Financial Services | 49824 | $21.3B | Canada | FIS Global | FIS Investment Accounting Manager (formerly InvestOne) | Portfolio and Investment Management | 2019 | n/a |
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Banking and Financial Services | 300 | $40M | Ireland | FIS Global | FIS Investment Accounting Manager (formerly InvestOne) | Portfolio and Investment Management | 2015 | n/a |
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Banking and Financial Services | 1800 | $423M | Canada | FIS Global | FIS Investment Accounting Manager (formerly InvestOne) | Portfolio and Investment Management | 2016 | n/a |
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Buyer Intent: Companies Evaluating FIS Investment Accounting Manager (formerly InvestOne)
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating FIS Investment Accounting Manager (formerly InvestOne). Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating FIS Investment Accounting Manager (formerly InvestOne) for Portfolio and Investment Management include:
- Kpmg, a United Kingdom based Professional Services organization with 17000 Employees
- AG Consultancy & Apps, a United Kingdom based Professional Services company with 150 Employees
- Eze Castle Integration, a United States based Professional Services organization with 900 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD FIS Investment Accounting Manager (formerly InvestOne) Coverage
FIS Investment Accounting Manager (formerly InvestOne) is a Portfolio and Investment Management solution from FIS Global.
Companies worldwide use FIS Investment Accounting Manager (formerly InvestOne), from small firms to large enterprises across 21+ industries.
Organizations such as Canadian Imperial Bank of Commerce (CIBC), The Hartford Insurance Group, Ameriprise Financial, Principal Asset Management and Regions Bank are recorded users of
FIS Investment Accounting Manager (formerly InvestOne) for Portfolio and Investment Management.
Companies using FIS Investment Accounting Manager (formerly InvestOne) are most concentrated in Banking and Financial Services and Insurance, with adoption spanning over 21 industries.
Companies using FIS Investment Accounting Manager (formerly InvestOne) are most concentrated in Canada and United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of FIS Investment Accounting Manager (formerly InvestOne) across Americas, EMEA, and APAC.
Companies using FIS Investment Accounting Manager (formerly InvestOne) range from small businesses with 0-100 employees - 11.11%, to mid-sized firms with 101-1,000 employees - 42.22%, large organizations with 1,001-10,000 employees - 31.11%, and global enterprises with 10,000+ employees - 15.56%.
Customers of FIS Investment Accounting Manager (formerly InvestOne) 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 FIS Investment Accounting Manager (formerly InvestOne) 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.