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, Charles Taylor, a United Kingdom based Insurance organisation with 3100 employees and revenues of $550.0 million 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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
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.
|
 |
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.
|
 |
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.
|
 |
Aviva Investors | Banking and Financial Services | 1000 | $346M | United Kingdom | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2018 | n/a |
In 2018 Aviva Investors deployed FRS InvestPro as its Portfolio and Investment Management platform. The implementation focused on Investment Reporting and Valuations within the investment operations organization in the United Kingdom, with on-site secondments and reporting analyst resources engaged for configuration and validation.
FRS InvestPro was configured to deliver integrated investment reporting, valuations, and accounting output workflows, including support for preparation of financial statements and automated journal entry generation aligned to International Financial Reporting Standards. Functional modules implemented emphasized valuation engines, reporting templates for regulatory and management use, and automated report generation for periodic and ad hoc needs.
Operational coverage centered on investment accounting, valuation teams, and reporting analysts, aligning system outputs with portfolio control and reconciliation processes. The rollout incorporated process improvement activities driven by reporting analysts, with business function owners in Investment Reporting and Valuations governing data quality, release cycles, and ongoing configuration changes.
The Aviva Investors FRS InvestPro Portfolio and Investment Management implementation is characterized by a configuration-led approach to valuation and reporting workflows, IFRS-compliant accounting output, and on-site analyst engagement to stabilize reporting and valuation projects.
|
 |
Aviva Life and Pensions Ireland | Insurance | 1650 | $230M | Ireland | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2012 | n/a |
In 2012 Aviva Life and Pensions Ireland implemented FRS InvestPro in the Portfolio and Investment Management category to consolidate its investment administration landscape and provide a single core platform for fund and unit accounting. The procurement emphasized a single solution capable of supporting complex life and pensions investment products and to improve staff and management efficiencies while addressing evolving EU regulatory reporting requirements such as Solvency II.
The FRS InvestPro implementation delivered core Portfolio and Investment Management capabilities including Fund Valuations, Fund Accounting, Unit Accounting, Asset Trading, Investment Manager Links, Market Data Link, Bank Reconciliations and Custodian Reconciliations. The system framework also automated corporate actions and supported the generation of trade notifications to transform policyholder transactions into executable trade instructions, aligning investment manufacturing with operational accounting processes.
Integrations were implemented to link directly to markets, external investment managers, market data feeds, custodians and banking systems in order to streamline reconciliations and trading workflows. Operational coverage centered on the investment function and back office investment administration across Aviva Life and Pensions Ireland, with the platform supporting accounting, valuation, trade execution workflows and regulatory reporting flows within the business.
Project governance was led by a steering committee composed of Aviva management and senior Financial Risk Solutions executives, with day to day project management delivered by an Aviva project manager and a full time FRS resource during implementation and testing. The rollout used a single point in time go live, preceded by controlled acceptance test mock go lives and a defined test plan, and in September 2012 a weekend conversion migrated a full 20 year history of investment transactions to recreate a complete accounting ledger ahead of business day schedules.
Post implementation Aviva consolidated multiple systems into the FRS InvestPro platform, automated bank reconciliations and corporate actions, and reduced operational risk and operating costs. The program delivered a stated cost reduction through consolidation of systems and elimination of prior IT license costs, with business processes running in a more controlled and automated environment under the Invest|Pro™ platform.
|
 |
|
Insurance | 100 | $10M | United Kingdom | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2011 | n/a |
|
|
|
|
Insurance | 3100 | $550M | United Kingdom | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2013 | n/a |
|
|
|
|
Banking and Financial Services | 450 | $90M | United Kingdom | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2019 | n/a |
|
|
|
|
Banking and Financial Services | 570 | $100M | Isle of Man | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2019 | n/a |
|
|
|
|
Insurance | 87909 | $68.7B | Italy | Financial Risk Solutions | FRS InvestPro | Portfolio and Investment Management | 2019 | n/a |
|
Showing 1 to 10 of 30 entries
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 |
|---|---|---|---|---|---|---|
 |
State Street | Banking and Financial Services | 42000 | $12.1B | United States | 2025-08-06 |
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 Charles Taylor 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.