List of Fiserv APL Customers
Brookfield, 53045, WI,
United States
Since 2010, our global team of researchers has been studying Fiserv APL 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 Fiserv APL 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 Fiserv APL for Portfolio and Investment Management include: Ameriprise Financial, a United States based Banking and Financial Services organisation with 13800 employees and revenues of $15.54 billion, Bank of America Merrill Lynch, a United States based Banking and Financial Services organisation with 50000 employees and revenues of $15.00 billion and many others.
Contact us if you need a completed and verified list of companies using Fiserv APL, 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 Fiserv APL 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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Ameriprise Financial | Banking and Financial Services | 13800 | $15.5B | United States | Fiserv | Fiserv APL | Portfolio and Investment Management | 2015 | n/a |
In 2015 Ameriprise Financial deployed Fiserv APL as its Portfolio and Investment Management platform to operationalize managed account trading across its Minneapolis trading center. The deployment supported fee based managed accounts, model based accounts, UMA accounts, and active asset allocation account workflows used by the firm’s advisory trading team.
Fiserv APL was configured to execute high volume trading and large scale rebalancing events, with functional capabilities for model submission, model management coordination, trade execution across equities, ETFs, mutual funds, bonds, and UITs, and targeted trades for cash distributions, new account buy ins, account terminations, and systematic payouts. The implementation included operational procedures for monitoring model drift and executing rebalancing to maintain target allocations, with analysts using Microsoft Access and Excel to analyze and validate large datasets and trade accuracy.
The deployment integrated operationally with the firm’s Model Management System MMS for onboarding and managing third party money manager models, and reconciled positions and activity across Refinitive Thomson One and BETA Host while also coordinating with Tradeweb Bond Desk for fixed income execution. Operational scope covered large scale, high risk rebalancing events involving billions of dollars across hundreds of thousands of accounts, and involved coordination with internal and external business partners and money managers.
Governance and workflow changes centered on formalizing onboarding and training for external money managers to submit and update models through Fiserv APL and MMS, establishing multi system reconciliation processes, and defining roles for planning and leading high risk trading events. Day to day operations placed responsibility for trade validation, reconciliation, and coaching less experienced colleagues with senior advisory trading specialists and portfolio specialists who executed and supervised the trading and reconciliation workflows.
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Bank of America Merrill Lynch | Banking and Financial Services | 50000 | $15.0B | United States | Fiserv | Fiserv APL | Portfolio and Investment Management | 2008 | n/a |
In 2008, Bank of America Merrill Lynch implemented Fiserv APL as a core Portfolio and Investment Management application. The deployment targeted advanced order entry and portfolio management workflows across Merrill Lynch Bond Markets and Managed Solutions groups within the firm.
Fiserv APL was configured to support advanced order entry system tools, explicitly including the Merrill Lynch Bond Markets portfolio tool and the Managed Solutions Fiserv APL Browser. Configuration work emphasized order entry capabilities, portfolio rebalancing workflows, position tracking, and browser based access for trading desks and portfolio managers.
Operational coverage focused on trading desks, portfolio management, and middle office operations at Bank of America Merrill Lynch in the United States. The implementation aligned application interfaces with existing operational workflows for trade execution and portfolio servicing without naming external third party connectors.
Governance and rollout centered on providing in depth tutorial assistance and end user training for the advanced order entry system tools, with documentation and hands on support for the Managed Solutions Fiserv APL Browser and the Merrill Lynch Bond Markets portfolio tool. Staged user enablement and ongoing user assistance were used to embed the Fiserv APL solution into daily trading and portfolio operations.
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Buyer Intent: Companies Evaluating Fiserv APL
- Solartis India, a India based Professional Services organization with 250 Employees
- Raymond James & Associates, a United States based Banking and Financial Services company with 19000 Employees
- UBS, a Switzerland based Banking and Financial Services organization with 106789 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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