List of FRS InvestPro Customers
Financial Risk Solutions
2 – 4 Clanwilliam Terrace Grand Canal Quay,
Dublin, n/a,
Ireland
Dublin, n/a,
Ireland
353 1234 0000
Professional Services
40
$4M
Since 2010, our global team of researchers has been studying FRS InvestPro 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 InvestPro 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 FRS InvestPro for Portfolio and Investment Management include: Generali, a Italy based Insurance organisation with 87909 employees and revenues of $68.73 billion, State Street, a United States based Banking and Financial Services organisation with 42000 employees and revenues of $12.15 billion, St. James's Place, a United Kingdom based Banking and Financial Services organisation with 2298 employees and revenues of $2.50 billion, 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 and many others.
Contact us if you need a completed and verified list of companies using FRS InvestPro, 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 InvestPro 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!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Acorn Life | Banking and Financial Services | 94 | $125M | Ireland | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2020 | n/a |
In 2020, Acorn Life implemented FRS InvestPro to centralize unit-linked fund administration and respond to strengthened Central Bank of Ireland compliance requirements. Acorn Life implemented FRS InvestPro as a Portfolio and Investment Management platform to consolidate functions that had been performed across in-house systems and spreadsheets into a single, auditable administration environment.
FRS InvestPro was configured to provide an integrated general ledger, tax reporting and full audit trail alongside core portfolio administration capabilities. Implemented modules include internal fund asset liability and unit matching, box management, external trade management, asset servicing and pricing, Net Asset Value calculations, unit price calculations, cash allocation and rebalancing, trade order management, daily and month end financial reporting, reconciliations and InvestPro appropriation and pricing, together with calculations and controls for liquidity, AMCs, rebates and life fund tax requirements.
The implementation introduced an Optimum Operating Model to manage cash flows between Acorn Life’s member administration system and external investment managers, and FRS configured the InvestPro reconciliation tool for both broker and client assets plus an export to support the UK and Irish income minus expenditure life assurance tax reporting requirement. InvestPro was delivered on-premise using a two server standard architecture, the first hosting the worker and application layers and the second hosting the SQL database, and the migration of the book of business was executed without disruption to daily operations with assistance from FRS consultants.
Governance and operational change included staff training to shift users from manual processing to oversight and exception management, implementation of exception override controls, and general ledger checks to ensure consistency between unit prices, fund valuations, GL records and regulatory reporting. The program was completed in six months and explicitly produced stated benefits of reduced operational costs, reduced operational risk, faster unit pricing and investment accounting processing, and a comprehensive audit trail for Acorn Life’s investment administration and compliance functions.
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Ardan International | Banking and Financial Services | 30 | $5M | Isle of Man | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2020 | n/a |
In 2020 Ardan International implemented FRS InvestPro as its Portfolio and Investment Management platform to underpin a next generation wealth platform and client portal. The Isle of Man headquartered firm deployed the solution to support internationally mobile clients and to extend distribution to intermediaries across EMEA and the Middle East, leveraging a white labelled investor portal for self directed access.
FRS InvestPro was configured to provide a front to back end investment management stack, including a client portal for purchase and sale requests, validated trade instruction routing, real time portfolio valuations, and a model portfolio engine. The implementation emphasized automated investment administration to enable straight through processing for end to end lifecycle management of wealth products and rapid provisioning of new compliant investment products in days.
Operational integration focused on market connectivity for validated trade instructions and on centralised investment administration as the single system of record for product servicing and distribution. The platform supports both investor self service and advisor mediated flows, while consolidating servicing, reporting, and valuation capabilities to a unified administration layer.
Governance changes included a new operating model that combines light human touch front line servicing with rigorous back office controls and validated trade workflows. The adoption of FRS InvestPro delivered an enhanced digital journey and faster user experience for clients, expanded the firm s investment product suite, and provided a scalable administration foundation to support Ardan International s ongoing business growth and distribution objectives.
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Athora Ireland | Insurance | 300 | $50M | Ireland | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2019 | n/a |
In 2019, Athora Ireland implemented FRS InvestPro, a Portfolio and Investment Management application. The deployment targeted investment management and finance functions at Athora Ireland and is listed by the vendor as a customer. Implementation activity focused on bringing investment operations onto a dedicated portfolio management platform within the insurer's operational footprint.
FRS InvestPro was configured to deliver portfolio accounting, order management, performance measurement and risk analytics modules, consistent with common Portfolio and Investment Management capabilities. Configuration work emphasized trade lifecycle orchestration, valuations, reconciliations and periodic reporting workflows to align front office trading and middle office operations. The full application FRS InvestPro was used to consolidate instrument records and support regulatory and internal reporting processes.
Operational governance established role based access controls, audit trails and data governance for investment record integrity and control. Rollout covered investment operations, treasury and finance teams within Athora Ireland, with standardized workflows for trade capture, settlement monitoring and performance reporting. The engagement positions Athora Ireland FRS InvestPro Portfolio and Investment Management as the insurer's central platform for investment and finance operationalization.
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Banking and Financial Services | 1000 | $346M | United Kingdom | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2018 | n/a |
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Insurance | 1650 | $230M | Ireland | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2012 | n/a |
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Insurance | 100 | $10M | United Kingdom | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2011 | n/a |
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Insurance | 3100 | $550M | United Kingdom | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2013 | n/a |
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Banking and Financial Services | 450 | $90M | United Kingdom | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2019 | n/a |
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Banking and Financial Services | 570 | $100M | Isle of Man | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2019 | n/a |
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Insurance | 87909 | $68.7B | Italy | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2019 | n/a |
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Buyer Intent: Companies Evaluating FRS InvestPro
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating FRS InvestPro. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating FRS InvestPro for Portfolio and Investment Management include:
- State Street, a United States based Banking and Financial Services organization with 42000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD FRS InvestPro Coverage
FRS InvestPro is a Portfolio and Investment Management solution from Financial Risk Solutions.
Companies worldwide use FRS InvestPro, from small firms to large enterprises across 21+ industries.
Organizations such as Generali, State Street, St. James's Place, NFU Mutual and RL360 are recorded users of
FRS InvestPro for Portfolio and Investment Management.
Companies using FRS InvestPro are most concentrated in Insurance and Banking and Financial Services, with adoption spanning over 21 industries.
Companies using FRS InvestPro are most concentrated in Italy, United States and United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of FRS InvestPro across Americas, EMEA, and APAC.
Companies using FRS InvestPro range from small businesses with 0-100 employees - 20%, to mid-sized firms with 101-1,000 employees - 53.33%, large organizations with 1,001-10,000 employees - 20%, and global enterprises with 10,000+ employees - 6.67%.
Customers of FRS InvestPro include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified FRS InvestPro customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.