List of FRS Invest Pro Wealth Management Customers
Dublin, n/a,
Ireland
Since 2010, our global team of researchers has been studying FRS Invest Pro Wealth 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 Wealth 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 Wealth Management for Asset and Wealth Management include: RL360, a Isle of Man based Insurance organisation with 570 employees and revenues of $1.01 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 Wealth 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 Wealth Management | Asset and Wealth Management | 2021 | n/a |
In 2021 Generation Life implemented FRS Invest Pro Wealth Management to power investment administration for its Australian investment bonds, aligning the deployment with the Asset and Wealth Management category and centralizing investment accounting workflows. The implementation targeted finance and investment operations in Australia and was scoped to support investment bond product lines and regulatory reporting obligations.
FRS Invest Pro Wealth Management was configured to automate core investment operations, including unit pricing engines, cash allocation routines and tax accrual calculations, with functional coverage for investment accounting and regulatory reporting automation. Configuration focused on operational modules typical to Asset and Wealth Management, such as pricing, cash management and tax accrual processing, to standardize accounting entries and reporting outputs.
Operational coverage was explicitly finance and investment operations across Generation Life in Australia, supporting ongoing product scalability for new investment bond offerings. No implementation partner was specified, and the project emphasized internal operational runbooks and data flow standardization between investment administration and reporting functions.
Governance changes concentrated on centralized investment administration and standardized workflow orchestration to accelerate report production and support regulatory timelines. The project delivered increased operational efficiency, faster report production and scalability for new products as stated in the project notes.
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Monument Re | Insurance | 600 | $122M | Bermuda | Financial Risk Solutions | FRS Invest Pro Wealth Management | Asset and Wealth Management | 2019 | n/a |
In 2019, Monument Re implemented FRS Invest Pro Wealth Management to manage investment administration for acquired European unit-linked funds and portfolio bonds. The deployment was provisioned in Dublin and leveraged the Asset and Wealth Management capabilities of FRS Invest Pro Wealth Management to consolidate finance-facing investment operations for its newly acquired European books of business.
The implementation centered on core investment administration workflows, including daily unit pricing, cash allocation, trade order management and Solvency II reporting. Configuration focused on finance automation and consistent valuation processes, aligning unit pricing and cash allocation routines with portfolio bond servicing and unit-linked product administration.
The rollout was delivered in a reported four-month timeframe and was finance-focused to enable immediate automation and operational scalability across Europe. Operational coverage targeted Dublin-based investment operations and European unit-linked product lines, with governance adjustments to standardize daily unit pricing and to support scaled onboarding of newly acquired books of business.
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RL360 | Insurance | 570 | $1.0B | Isle of Man | Financial Risk Solutions | FRS Invest Pro Wealth Management | Asset and Wealth Management | 2011 | n/a |
In 2011, RL360 implemented FRS Invest Pro Wealth Management to modernise investment operations and fund pricing. The Asset and Wealth Management deployment targeted back-office investment administration, specifically investment accounting, fund administration and fund pricing across the Isle of Man and EMEA.
Implementation centered on FRS Invest Pro Wealth Management as a back-office investment administration platform, configured for investment accounting ledgers, fund valuation workflows and price publication processes. Functional modules implemented included investment accounting, fund administration and pricing engines, with operational workflows aligned to insurance investment administration practices.
Rollout covered the firm’s investment operations teams in the Isle of Man and extended into EMEA, accompanied by process standardization for fund pricing and accounting controls. The project was recognized in industry awards and reported by RL360 in 2012, and Financial Risk Solutions case listings state the deployment delivered material efficiency gains and significant cost reductions in investment administration.
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