List of FIS VPM Customers
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United States
Since 2010, our global team of researchers has been studying FIS VPM 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 VPM 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 VPM for Portfolio and Investment Management include: Apollo Global Management, a United States based Banking and Financial Services organisation with 6104 employees and revenues of $26.11 billion, Ultimus Fund Solutions, a United States based Banking and Financial Services organisation with 990 employees and revenues of $100.0 million, Maxim Group, a United States based Banking and Financial Services organisation with 500 employees and revenues of $100.0 million, EJF Capital, Arlington, Va., a United States based Banking and Financial Services organisation with 50 employees and revenues of $6.0 million and many others.
Contact us if you need a completed and verified list of companies using FIS VPM, 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 VPM 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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Apollo Global Management | Banking and Financial Services | 6104 | $26.1B | United States | FIS Global | FIS VPM | Portfolio and Investment Management | 2014 | n/a |
In 2014, Apollo Global Management implemented FIS VPM to support Portfolio and Investment Management for its fund accounting and investor reporting systems and strategy. FIS VPM was positioned as a core portfolio and investor reporting application within Apollo's mix of vendor systems and custom applications, and it was explicitly aligned to fund accounting and investor reporting business functions.
The deployment of FIS VPM was configured to manage portfolio accounting ledgers and investor reporting workflows, including investor statement production and standardized reporting templates. Configuration work focused on mapping fund-level accounting constructs and reporting schedules into the FIS VPM data model, and on automating recurring investor report generation and delivery processes consistent with Portfolio and Investment Management capabilities.
FIS VPM was deployed alongside Investran, Salesforce.com, and several custom applications, with integrations implemented as scheduled data interfaces and application level feeds to synchronize investor, fund, and transaction data. The implementation architecture emphasized orchestration of data flows between FIS VPM, Investran, Salesforce.com, and custom systems to maintain consistent fund accounting balances and investor records across the application portfolio.
Operational ownership rested with a centralized fund accounting and investor reporting team of seven people who managed ongoing configuration, reporting governance, and operational workflows. Governance practices included change control for reporting templates and coordinated release windows to align updates across FIS VPM and the connected vendor and custom systems.
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EJF Capital, Arlington, Va. | Banking and Financial Services | 50 | $6M | United States | FIS Global | FIS VPM | Portfolio and Investment Management | 2011 | n/a |
In 2011, EJF Capital implemented FIS VPM. EJF Capital selected FIS VPM and InvesTier to automate portfolio and partnership accounting operations from a single platform, positioning the deployment as the firm’s Portfolio and Investment Management core system.
The implementation centralized portfolio accounting, partnership accounting, investor reporting and fee calculation workflows within the FIS VPM environment, using modular configuration to support fund level ledgers and consolidated reporting. Configuration emphasized automated posting, accrual processing and reconciliation workflows that are standard for Portfolio and Investment Management solutions.
Operational scope covered accounting and operations functions for EJF’s alternative investment strategies, aligning day to day bookkeeping with partnership accounting processes and consolidating portfolio and partnership accounting operations into a single system of record. The deployment used InvesTier to manage partnership and investor level data while FIS VPM served as the central accounting and portfolio engine.
Governance and process restructuring established standardized accounting procedures and workflow handoffs to operations and accounting teams, enabling automated routine accounting tasks and centralized control over portfolio and partnership accounting processes.
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Maxim Group | Banking and Financial Services | 500 | $100M | United States | FIS Global | FIS VPM | Portfolio and Investment Management | 2019 | n/a |
In 2019, Maxim Group implemented FIS VPM in the Portfolio and Investment Management category. The deployment targeted Maxim Prime Brokerage and was positioned to provide portfolio accounting and enterprise reporting across multi-asset class, multi-currency, multi-strategy workflows used by trading, operations, and middle office teams.
FIS VPM Portfolio Accounting and Reporting was configured as a comprehensive, fully integrated and customizable application, with an emphasis on Advanced Reporting and Data Delivery. The implementation leveraged over 80 standard and customizable reports and supported real-time portfolio management through scheduled and on-demand reporting, reflecting the vendor description of flexible infrastructure and customizable reporting capabilities.
Operational coverage focused on prime brokerage functions, portfolio management, portfolio accounting and reporting, and operational control processes, with the system serving centralized reporting and data delivery requirements across those business functions. The platform configuration emphasized multi-strategy accounting rules and multi-currency valuation, consistent with Portfolio and Investment Management operational terminology.
Governance centered on templated and customizable report definitions, role based access for report consumers, and standardized data delivery mechanisms to support internal stakeholders. The implementation narrative aligns with Maxim Group statements about supporting clients across organizational needs via flexible infrastructure and customizable reporting.
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Banking and Financial Services | 990 | $100M | United States | FIS Global | FIS VPM | Portfolio and Investment Management | 2017 | n/a |
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