List of FRS Invest Pro Trade Order Management Customers
Dublin, n/a,
Ireland
Since 2010, our global team of researchers has been studying FRS Invest Pro Trade Order 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 Trade Order Management for Trade Order Management System (TOMS) 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 Trade Order Management for Trade Order Management System (TOMS) include: NFU Mutual, a United Kingdom based Insurance organisation with 4309 employees and revenues of $2.50 billion, RL360, a Isle of Man based Insurance organisation with 570 employees and revenues of $1.01 billion, 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 Trade Order 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Generation Life | Banking and Financial Services | 100 | $18M | Australia | Financial Risk Solutions | FRS Invest Pro Trade Order Management | Trade Order Management System (TOMS) | 2022 | n/a |
In 2022, Generation Life implemented FRS Invest Pro Trade Order Management as its Trade Order Management System (TOMS) to support the May 2022 launch of an investment linked lifetime annuity. FRS Invest Pro Trade Order Management was used to automate unit pricing, cash allocation and rebalancing, tax accruals, investment accounting and reporting for the annuity product.
The implementation configured Invest|Pro trade and order management capabilities to support annuity specific workflows, adapting cash allocation functionality to handle decumulation and unit pricing calculations for the Australian market. Modules implemented included trade and order processing, cash allocation and rebalancing, unit pricing engines, tax accrual posting, investment accounting ledgers and reporting pipelines for product accounting and regulatory reporting.
Operational scope covered product operations, investment operations and finance teams directly supporting the new annuity, with deployment timed to the product go live in May 2022. Governance and process changes centered on integrating investment accounting and daily unit pricing controls into cash allocation and reporting workflows, and the implementation was noted as speeding time to market for the product.
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NFU Mutual | Insurance | 4309 | $2.5B | United Kingdom | Financial Risk Solutions | FRS Invest Pro Trade Order Management | Trade Order Management System (TOMS) | 2021 | n/a |
In 2021, NFU Mutual implemented FRS Invest Pro Trade Order Management as its chosen deployment of FRS Invest|Pro to consolidate investment administration for its UK unit linked life business. FRS Invest Pro Trade Order Management was selected in 2021 to replace NFU Mutual’s in‑house investment administration systems and centralize order and fund operations under a single application.
The deployment applied FRS’s Trade Order Management capabilities within Invest|Pro to automate order lifecycle processing, unit pricing, tax processing, cash allocation and rebalancing, and oversight for unit linked funds. The implementation leveraged modules for trade order management, unit pricing and cash allocation to orchestrate end to end operational workflows aligned with Trade Order Management System (TOMS) functional patterns.
Operational scope covered the insurer’s UK unit linked life business and investment operations, improving operational resilience through automated pricing, tax and cash allocation controls. Governance was reoriented toward centralized oversight and automated reconciliation workflows, embedding FRS Invest Pro Trade Order Management into investment operations and fund administration.
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RL360 | Insurance | 570 | $1.0B | Isle of Man | Financial Risk Solutions | FRS Invest Pro Trade Order Management | Trade Order Management System (TOMS) | 2013 | n/a |
In 2013, RL360 implemented FRS Invest Pro Trade Order Management, a Trade Order Management System (TOMS), to create a single investment platform and consolidate investment accounting and administration. The deployment centralized dealing, transaction processing and fund accounting across RL360's unit linked insurance business, establishing a unified processing plane for investment operations.
FRS Invest Pro Trade Order Management was configured to automate dealing and transaction workflows and to feed an integrated general ledger for fund accounting. Functional implementation focused on trade order management and the integrated general ledger module, standardizing transaction lifecycle processing, settlement instructions, and accounting posting routines within the investment operations and finance teams.
The solution consolidated investment accounting and administration across RL360's operating footprint and standardized processes for investment operations and accounting. Integration between the trade order management capability and the general ledger enabled automated posting of dealing and valuation entries into fund accounting, and FRS reports approximately a 20% reduction in investment administration and accounting costs following the implementation.
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