List of FIS Private Capital Suite (Formerly Investran) 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 Private Capital Suite (Formerly Investran) 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 Private Capital Suite (Formerly Investran) 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 Private Capital Suite (Formerly Investran) for Portfolio and Investment Management include: JPMorgan Chase, a United States based Banking and Financial Services organisation with 317233 employees and revenues of $180.60 billion, Goldman Sachs, a United States based Banking and Financial Services organisation with 48300 employees and revenues of $53.51 billion, New York Life, a United States based Insurance organisation with 13000 employees and revenues of $50.00 billion, KKR, a United States based Banking and Financial Services organisation with 4834 employees and revenues of $21.88 billion, JP Morgan (Asset Management & Private Wealth Management), a United States based Banking and Financial Services organisation with 15000 employees and revenues of $13.20 billion and many others.
Contact us if you need a completed and verified list of companies using FIS Private Capital Suite (Formerly Investran), 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 TRM software purchases.
The FIS Private Capital Suite (Formerly Investran) 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 TRM 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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AlpInvest Partners | Banking and Financial Services | 180 | $262M | Netherlands | FIS Global | FIS Private Capital Suite (Formerly Investran) | Portfolio and Investment Management | 2016 | n/a |
In 2016, AlpInvest Partners implemented FIS Private Capital Suite (Formerly Investran) as its Portfolio and Investment Management application to support investment accounting operations in Amsterdam. The deployment served an asset base exceeding $50 billion and supported investments across Global Large Buyouts, VC, Mid Market, Mezzanine, Distressed Securities, Cleantech, Secondary and Co-investments internationally, with investor relationships including sovereign wealth funds and global pension plans.
The implementation focused on core private capital modules and accounting workflows, using FIS Private Capital Suite (Formerly Investran) for deal setup, processing and calculating daily capital calls, managing distributions, and recording quarterly valuations for all funds under management. Functional capabilities implemented included entity and partnership accounting, transactional processing for calls and distributions, and valuation posting tied to fund-level reporting and bookkeeping processes.
Operational coverage centered on the Investment Accounting function in Amsterdam, where accountants executed day to day capital call and distribution cycles and performed quarterly valuation recordings for the full fund portfolio. The system was used to set up new deals directly in Investran as part of the investment lifecycle, embedding transaction-level controls and audit trails within accounting workflows.
Governance emphasized careful financial accounting procedures, with the Investment Accountant role requiring high attention to detail to manage daily capital call calculations, distribution processing, and valuation entries. Configuration and operational practices standardized deal setup and recurring accounting tasks to ensure consistent treatment across diverse fund strategies within the Portfolio and Investment Management environment.
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Apex Fund Services (Ireland) Ltd | Banking and Financial Services | 280 | $40M | Ireland | FIS Global | FIS Private Capital Suite (Formerly Investran) | Portfolio and Investment Management | 2019 | n/a |
In 2019, Apex Fund Services (Ireland) Ltd engaged a contract Programme Manager from July 2019 to October 2019 to lead a cloud re-platforming and user migration program. The initiative focused on FIS Private Capital Suite (Formerly Investran) in the Portfolio and Investment Management category supporting private equity fund administration and fund accounting functions.
The programme re-platformed the FIS Private Capital Suite, migrating the private equity fund administration application into an Azure cloud hosted environment and implementing a new private equity expense allocation application. Configuration and delivery included environment provisioning in Azure, application re-hosting of the fund administration stack, and full regression and business process testing for the expense allocation module and associated workflows.
Operational execution relocated 350 users, their financial services applications, associated data and O365 accounts into an Azure cloud hosting service and Azure desktops, and included decommission of applications and archival of data. The resulting architecture combined cloud-hosted application tiers with desktop virtualization to support ongoing fund administration and service delivery.
Governance and rollout were managed through programme-level change control and staged acceptance testing, with business process testing driving go, hold and decommission decisions. The scope explicitly covered fund administration and private equity expense allocation business functions and included formal archival processes for retired application data.
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AvaTrade | Banking and Financial Services | 700 | $120M | Ireland | FIS Global | FIS Private Capital Suite (Formerly Investran) | Portfolio and Investment Management | 2021 | n/a |
In 2021, AvaTrade implemented FIS Private Capital Suite (Formerly Investran) for Portfolio and Investment Management to centralize its fund accounting and investor servicing workflows. The deployment focused on institutional fund accounting use cases, aligning the FIS Private Capital Suite with fund operations at AvaTrade Ireland and establishing a single application for NAV processing and cash orchestration.
FIS Private Capital Suite (Formerly Investran) was configured to support standard fund accounting modules including daily cash management, monthly NAV calculation, expense budgeting, capital call and distribution processing, and quarterly investor reporting. Implementation work emphasized transaction booking and reconciliation capabilities, with configuration of automated month end NAV runs and templates for quarterly board reports and client communications.
Operational integration included explicit transaction handoffs between FIS Private Capital Suite and Geneva, with cash booking activity occurring in both systems as part of day to day fund operations. Fund accounting tasks recorded during March 2022 to August 2022 included processing wire payments, daily, weekly and monthly cash reconciliations, booking cash on Investran and Geneva, preparing monthly expense budgets, and executing scheduled capital calls and distributions while participating in biweekly client meetings.
Governance and workflow changes formalized a cadence for reconciliations and reporting, instituting monthly NAV cycles, quarterly board reporting, and client callback processes for new investments. These process controls were reflected in operational duties of the fund accounting team in AvaTrade Ireland, driving consistent execution of cash operations, NAV calculation, investor communication and regulatory facing reporting workflows.
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Banking and Financial Services | 2500 | $385M | United Kingdom | FIS Global | FIS Private Capital Suite (Formerly Investran) | Portfolio and Investment Management | 2016 | n/a |
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Banking and Financial Services | 885 | $160M | United States | FIS Global | FIS Private Capital Suite (Formerly Investran) | Portfolio and Investment Management | 2013 | n/a |
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Banking and Financial Services | 48300 | $53.5B | United States | FIS Global | FIS Private Capital Suite (Formerly Investran) | Portfolio and Investment Management | 2007 | n/a |
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Banking and Financial Services | 150 | $20M | Cayman Islands | FIS Global | FIS Private Capital Suite (Formerly Investran) | Portfolio and Investment Management | 2014 | n/a |
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Banking and Financial Services | 500 | $80M | Luxembourg | FIS Global | FIS Private Capital Suite (Formerly Investran) | Portfolio and Investment Management | 2016 | n/a |
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Banking and Financial Services | 15000 | $13.2B | United States | FIS Global | FIS Private Capital Suite (Formerly Investran) | Portfolio and Investment Management | 2005 | n/a |
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Banking and Financial Services | 317233 | $180.6B | United States | FIS Global | FIS Private Capital Suite (Formerly Investran) | Portfolio and Investment Management | 2013 | n/a |
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Showing 1 to 10 of 18 entries
Buyer Intent: Companies Evaluating FIS Private Capital Suite (Formerly Investran)
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating FIS Private Capital Suite (Formerly Investran). Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating FIS Private Capital Suite (Formerly Investran) for Portfolio and Investment Management include:
- DST International, a Hong Kong based Distribution organization with 10 Employees
- Cooperativa De Electricidad Y Servicios Publicos De Arroyito Argentina, a Argentina based Utilities company with 120 Employees
- Greater Bendigo City Council, a Australia based Leisure and Hospitality organization with 28 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 Private Capital Suite (Formerly Investran) Coverage
FIS Private Capital Suite (Formerly Investran) is a Portfolio and Investment Management solution from FIS Global.
Companies worldwide use FIS Private Capital Suite (Formerly Investran), from small firms to large enterprises across 21+ industries.
Organizations such as JPMorgan Chase, Goldman Sachs, New York Life, KKR and JP Morgan (Asset Management & Private Wealth Management) are recorded users of
FIS Private Capital Suite (Formerly Investran) for Portfolio and Investment Management.
Companies using FIS Private Capital Suite (Formerly Investran) are most concentrated in Banking and Financial Services and Insurance, with adoption spanning over 21 industries.
Companies using FIS Private Capital Suite (Formerly Investran) are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of FIS Private Capital Suite (Formerly Investran) across Americas, EMEA, and APAC.
Companies using FIS Private Capital Suite (Formerly Investran) range from small businesses with 0-100 employees - 11.11%, to mid-sized firms with 101-1,000 employees - 38.89%, large organizations with 1,001-10,000 employees - 27.78%, and global enterprises with 10,000+ employees - 22.22%.
Customers of FIS Private Capital Suite (Formerly Investran) 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 Private Capital Suite (Formerly Investran) 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.