List of FRS Invest Pro Asset Management Customers
Dublin, n/a,
Ireland
Since 2010, our global team of researchers has been studying FRS Invest Pro Asset Management 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 FRS Invest Pro Asset Management for Asset and Wealth 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 FRS Invest Pro Asset Management for Asset and Wealth Management include: NFU Mutual, a United Kingdom based Insurance organisation with 4309 employees and revenues of $2.50 billion, Monument Re, a Bermuda based Insurance organisation with 600 employees and revenues of $122.0 million, Generation Life, a Australia based Banking and Financial Services organisation with 100 employees and revenues of $18.0 million and many others.
Contact us if you need a completed and verified list of companies using FRS Invest Pro Asset Management, 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 FRS Invest Pro Asset Management 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Generation Life | Banking and Financial Services | 100 | $18M | Australia | Financial Risk Solutions | FRS Invest Pro Asset Management | Asset and Wealth Management | 2021 | n/a |
In 2021, Generation Life selected FRS Invest Pro Asset Management to power its investment administration for its investment-linked lifetime annuity and investment bond business in Australia. The selection occurred in May 2021 and the platform went live in February 2022 for the Melbourne-based firm, establishing a defined timetable from procurement to production.
FRS Invest Pro Asset Management was configured to automate core investment operations common to Asset and Wealth Management deployments, including unit pricing, tax accruals, cash allocation and rebalancing, and investment accounting. Configuration work focused on supporting the specific requirements of investment-linked lifetime annuities and investment bonds, embedding valuation and accounting workflows into the application to reduce manual handoffs.
Operational coverage concentrated on Generation Life’s Investments and Finance functions in Australia, centralizing investment accounting and unit pricing processes under a single application. The deployment aligned investment administration, pricing and accounting capabilities within the Asset and Wealth Management solution, and supported statutory and regulatory reporting workflows required for the Australian market.
Governance and operational rollout emphasized formalizing investment accounting ownership and reporting controls, with the February 2022 go-live enabling a standardized launch path for new products. The implementation delivered faster investment accounting, improved regulatory reporting capability and a scalable product launch capability as stated by Generation Life, while concentrating operational responsibility within the firm’s Melbourne-based investment administration teams.
|
 |
Monument Re | Insurance | 600 | $122M | Bermuda | Financial Risk Solutions | FRS Invest Pro Asset Management | Asset and Wealth Management | 2019 | n/a |
In 2019, Monument Re deployed FRS Invest Pro Asset Management to manage investment administration for its acquired unit-linked funds and portfolio bonds across Europe. The Dublin announcement in August 2019 documented a four month deployment timeline and positioned FRS Invest Pro Asset Management within the Asset and Wealth Management category as the group-level platform to accelerate onboarding of multiple books of business.
The implementation concentrated on investment administration capabilities, operationalizing unit-linked fund processing, portfolio bond administration, and automated unit pricing workflows. Configuration prioritized automation and scalable operational templates to enable rapid ingestion of acquired books and reduce manual reconciliation across investment operations.
Integrations explicitly included a direct integration of unit pricing with the financial general ledger and enabled support for Solvency II regulatory reporting across Monument Re's European operations. The rollout was executed from the Dublin hub, delivering immediate automation and establishing the governance and reporting controls necessary for consolidated investment administration and regulatory compliance within Monument Re's European business functions.
|
 |
NFU Mutual | Insurance | 4309 | $2.5B | United Kingdom | Financial Risk Solutions | FRS Invest Pro Asset Management | Asset and Wealth Management | 2021 | n/a |
In 2021, NFU Mutual selected FRS Invest Pro Asset Management to support its GBP 6bn unitised life insurance business in the United Kingdom. The implementation aligns with the Asset and Wealth Management category and targets unit-linked fund administration and valuation workflows.
FRS Invest Pro Asset Management was configured to automate unit pricing, income and expenditure taxation calculations, cash allocation, portfolio rebalancing, and operational oversight of unit-linked funds. Configuration emphasized daily valuation processing and fund accounting capabilities consistent with Asset and Wealth Management platforms.
The solution was deployed as a cloud-hosted implementation and went live in early 2022, centralizing daily valuation processing for the UK life business. Operational coverage included valuation operations, fund operations and unit-linked product administration across the UK unitised life insurance product set.
Governance and operational process changes formalized daily valuation run schedules and oversight checkpoints for unit-linked funds, improving operational resilience and enabling automated daily valuations and oversight for the UK life business.
|
Buyer Intent: Companies Evaluating FRS Invest Pro Asset Management
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||