List of FRS Invest Pro Oversight & Audit Customers
Dublin, n/a,
Ireland
Since 2010, our global team of researchers has been studying FRS Invest Pro Oversight & Audit 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 Oversight & Audit for Portfolio and Investment Performance and Planning 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 Oversight & Audit for Portfolio and Investment Performance and Planning include: Monument Re, a Bermuda based Insurance organisation with 600 employees and revenues of $122.0 million, Providence Life, a Mauritius based Banking and Financial Services organisation with 100 employees and revenues of $15.0 million, Ardan International, a Isle of Man based Banking and Financial Services organisation with 30 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using FRS Invest Pro Oversight & Audit, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Ardan International | Banking and Financial Services | 30 | $5M | Isle of Man | Financial Risk Solutions | FRS Invest Pro Oversight & Audit | Portfolio and Investment Performance and Planning | 2020 | n/a |
In 2020 Ardan International implemented FRS Invest Pro Oversight & Audit from Financial Risk Solutions to modernise its wealth platform in the Isle of Man. The deployment is categorized as Portfolio and Investment Performance and Planning and targeted investment administration and finance workflows serving international advisers and clients.
The implementation enabled real time portfolio valuations, straight through trade processing and the manufacture of model portfolios, with the Oversight & Audit capability providing persistent transaction and valuation trails. Configuration work focused on portfolio valuation engines, automated trade processing rules and a model portfolio factory, aligning operational workflows with investment operations and product development sequences.
Operational coverage included the companys investment administration and finance functions and advisor and client facing channels in the Isle of Man market. Integrations were centered on adviser portals and client reporting channels, and the deployment supported faster product launches through standardized product configuration and automated processing.
Governance changes emphasized expanded auditability and control, using FRS Invest Pro Oversight & Audit to enforce trade processing rules and valuation reconciliation workflows. Outcomes explicitly delivered by the deployment included faster product launches, reduced operational risk and an improved digital advisor and client experience.
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Monument Re | Insurance | 600 | $122M | Bermuda | Financial Risk Solutions | FRS Invest Pro Oversight & Audit | Portfolio and Investment Performance and Planning | 2019 | n/a |
In 2019, Monument Re Limited implemented FRS Invest Pro Oversight & Audit to automate investment administration across its European operations. The deployment used FRS Invest Pro Oversight & Audit in the Portfolio and Investment Performance and Planning category to centralize finance and investment administration functions that supported the group's rapid European acquisitions.
The implementation delivered discrete functional modules for unit pricing, cash allocation, rebalancing and trade order management. Module usage explicitly included unit pricing and Solvency II reporting, and the configuration automated daily unit pricing processes and statutory reporting workflows.
Operational coverage was focused on finance and investment administration teams across Monument's European operations, aligning front office trade instructions with middle and back office allocation and reconciliation tasks. Integrations emphasized integrated statutory reporting and regulatory reporting support for Solvency II, enabling a single processing stream for valuation and compliance outputs.
Deployment governance concentrated on operationalizing automated daily unit pricing and embedding Solvency II reporting within investment administration procedures, which supported improved scalability for the acquiring activity described by the group. The implementation prioritized platform-driven automation and centralized processing to reduce manual unit pricing and reporting activities while extending capacity across the European finance organization.
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Providence Life | Banking and Financial Services | 100 | $15M | Mauritius | Financial Risk Solutions | FRS Invest Pro Oversight & Audit | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, Providence Life implemented FRS Invest Pro Oversight & Audit from Financial Risk Solutions to power its ProviTrade digital wealth platform and back office investment administration. FRS Invest Pro Oversight & Audit, positioned in the Portfolio and Investment Performance and Planning category, was delivered as a cloud hosted service and provisioned remotely to the group administration hub in the UAE.
The implementation configured a white label multi currency client and advisor portal connected to Invest|Pro for straight through processing, paired with back office investment administration and oversight and audit capabilities. Functional scope emphasized wealth and investment administration workflows including client access, transaction processing orchestration and audit trail generation to support operational control and compliance.
Integrations focused on direct portal connectivity to Invest|Pro to enable STP between front end client/advisor channels and core investment processing, and the deployment supported wealth operations, client services and product launch teams under remote administration. Governance changes included formalizing oversight and audit workflows within the application to centralize record keeping and reduce manual interventions.
Providence Life reported an improved digital client experience, reduced manual processing and faster product launches as part of the rollout, reflecting the combined effects of the cloud hosted architecture and the Invest|Pro connected portal on operational efficiency and product time to market.
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Buyer Intent: Companies Evaluating FRS Invest Pro Oversight & Audit
- Clearwater Analytics, a United States based Professional Services organization with 1915 Employees
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