List of FNZ-F Suite Customers
London, SW1Y 4LB,
United Kingdom
Since 2010, our global team of researchers has been studying FNZ-F Suite 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 FNZ-F Suite 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 FNZ-F Suite for Portfolio and Investment Management include: Bank Austria, a Austria based Banking and Financial Services organisation with 2725 employees and revenues of $27.35 billion, DekaBank, a Germany based Banking and Financial Services organisation with 5671 employees and revenues of $1.24 billion, Patrizia, a Germany based Banking and Financial Services organisation with 978 employees and revenues of $380.0 million, Commerz Real, a Germany based Banking and Financial Services organisation with 800 employees and revenues of $350.0 million, HANSAINVEST, a Germany based Banking and Financial Services organisation with 220 employees and revenues of $80.0 million and many others.
Contact us if you need a completed and verified list of companies using FNZ-F Suite, 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 FNZ-F Suite 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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Ahead Wealth Solutions | Banking and Financial Services | 20 | $5M | Liechtenstein | FNZ | FNZ-F Suite | Portfolio and Investment Management | 2020 | n/a |
In 2020, Ahead Wealth Solutions implemented FNZ-F Suite as its primary Portfolio and Investment Management system to manage its UCITS investment funds. Ahead Wealth Solutions is the first Liechtenstein-based company authorised under the UCITS Act to operate its funds with this application, and the FNZ-F Suite was adopted to centralize fund operations within the firm.
The FNZ-F Suite deployment was configured to support core fund accounting, portfolio accounting, investor recordkeeping and NAV calculation, alongside workflow capabilities for transfer agency activities, subscription and redemption processing, fee calculation and regulatory reporting that are aligned with the Portfolio and Investment Management category. The application name FNZ-F Suite is used for front to back orchestration of fund operations and investor servicing within the firm.
Implementation scope covered centralization of fund administration, compliance and operations for Ahead Wealth Solutions in Liechtenstein, aligning data models and reporting to UCITS requirements. Governance and rollout activities emphasized standardizing operational workflows and handoffs between investment management, fund administration and client servicing teams to embed the FNZ-F Suite into daily operations.
|
 |
Axxion | Professional Services | 100 | $12M | Luxembourg | FNZ | FNZ-F Suite | Portfolio and Investment Management | 2012 | n/a |
In 2012, Axxion implemented FNZ-F Suite in Portfolio and Investment Management. The initiative centralized insourced fund accounting and transfer agency operations to support proprietary and third party funds, targeting fund accounting, investment compliance, reconciliation and transfer agency workflows for the asset management and family office segment.
The implementation configured modules for fund accounting, investment compliance, order management, fee and commission management, reconciliation and transfer agency, aligning accounting ledgers, compliance rule engines and reconciliation workflows into a single platform architecture. The single system approach enabled a staged delivery that first established fund accounting and compliance controls, then extended functionality to transfer agency processing.
The core implementation ran over nine months and included Luxembourg specific audit coverage delivered in collaboration with a leading audit firm, followed by a four month roll out to bring transfer agency operations online. Production and data management were centralized using professional SaaS hosting in an ISAE 3402 certified data processing center to provide controlled access to production data and operational continuity.
Operational scope covered Axxion and its navaxx affiliate for fund servicing, consolidating operations across fund accounting and transfer agency and introducing governance to centralize production access and data management. Company leadership reported successful completion of the ambitious insourcing project within a condensed timeframe, positioning Axxion to pursue innovative investment concepts and service strategies.
|
 |
Bank Austria | Banking and Financial Services | 2725 | $27.3B | Austria | FNZ | FNZ-F Suite | Portfolio and Investment Management | 2020 | n/a |
In 2020, Bank Austria implemented FNZ-F Suite for Portfolio and Investment Management. The deployment targeted the bank's asset management and fund administration operations in Austria, consolidating portfolio operations under a unified application instance across investment operations and fund services.
Bank Austria configured FNZ-F Suite to provide portfolio accounting, order management, trade lifecycle processing, fee calculation and client reporting capabilities. The FNZ-F Suite implementation emphasized fund recordkeeping and net asset value calculation workflows, and standard portfolio analytics consistent with Portfolio and Investment Management platforms.
Operational coverage included asset management, private banking, fund services and middle office operations, aligning business functions for custody reconciliation, position management and treasury feeds. Data interfaces were established to ingest market data and transaction feeds, and to exchange settlement and custodial instructions via standardized data exchange layers.
Governance focused on role based access controls, approval workflows and reconciliation controls to support fund administration and regulatory reporting processes. Rollout and change management prioritized process standardization and clarified handoffs between portfolio managers, operations teams and client reporting functions.
|
 |
|
Banking and Financial Services | 800 | $350M | Germany | FNZ | FNZ-F Suite | Portfolio and Investment Management | 2012 | n/a |
|
|
|
|
Banking and Financial Services | 5671 | $1.2B | Germany | FNZ | FNZ-F Suite | Portfolio and Investment Management | 2012 | n/a |
|
|
|
|
Banking and Financial Services | 580 | $70M | Germany | FNZ | FNZ-F Suite | Portfolio and Investment Management | 2017 | n/a |
|
|
|
|
Banking and Financial Services | 190 | $30M | Germany | FNZ | FNZ-F Suite | Portfolio and Investment Management | 2021 | n/a |
|
|
|
|
Banking and Financial Services | 430 | $60M | Germany | FNZ | FNZ-F Suite | Portfolio and Investment Management | 2020 | n/a |
|
|
|
|
Banking and Financial Services | 220 | $80M | Germany | FNZ | FNZ-F Suite | Portfolio and Investment Management | 2020 | n/a |
|
|
|
|
Banking and Financial Services | 150 | $25M | Germany | FNZ | FNZ-F Suite | Portfolio and Investment Management | 2015 | n/a |
|
Buyer Intent: Companies Evaluating FNZ-F Suite
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||