List of Infuse TA Customers
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United States
Since 2010, our global team of researchers has been studying Infuse TA 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 Infuse TA for Transfer Agency 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 Infuse TA for Transfer Agency include: Brown Brothers Harriman, a United States based Banking and Financial Services organisation with 6000 employees and revenues of $3.10 billion, Brown Brothers Harriman, a United States based Banking and Financial Services organisation with 6000 employees and revenues of $1.30 billion and many others.
Contact us if you need a completed and verified list of companies using Infuse TA, 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 Infuse TA 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 | Insight Source |
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Brown Brothers Harriman | Banking and Financial Services | 6000 | $3.1B | United States | In-House Applications | Infuse TA | Transfer Agency | 2023 | n/a | In 2023, Brown Brothers Harriman implemented Infuse TA as the client portal surface supporting its Transfer Agency services and new automated liquidity management capabilities. Infuse TA in the Transfer Agency category provides asset managers access to BBH’s Liquidity Management Tool LMT, positioned to support both traditional and alternative fund structures and to be used by Transfer Agency clients for online simulation and decisioning. The implementation of Infuse TA includes the Liquidity Management Tool LMT, which receives real-time transactional feeds and enables configurable liquidity thresholds, scenario simulation, and online projections for fund liquidity needs. LMT supports acceptance or adjustment of trades at the individual investor level or fund level, and it automates straight through processing flows with automatic STP cancellations and issuance of new STP instructions to reflect newly accepted cash flows. Architecturally LMT is exposed through Infuse TA and integrates via API technology with BBH Infomediary, BBH’s open-architecture data integration and messaging engine, to ingest real-time transactions and operational messaging. The operational scope covers Transfer Agency clients managing funds with liquid and illiquid assets, and the configuration supports customizable fund cycles and cut off times to align with varied fund operational windows. Governance and process changes are explicit in the deployment, moving manual offline liquidity workflows to automated, auditable processes within Infuse TA to support regulatory transparency expectations. BBH positions LMT as a documented and tested liquidity management tool to help asset managers, GPs, and management companies meet requirements noted by the Financial Stability Board, ELTIF 2.0, ESMA, IOSCO, and related regulatory reviews such as the Central Bank of Ireland thematic work, and BBH states LMT aids risk mitigation by automating liquidity decisions. | |
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Brown Brothers Harriman | Banking and Financial Services | 6000 | $1.3B | United States | In-House Applications | Infuse TA | Transfer Agency | 2020 | n/a | In 2020, Brown Brothers Harriman implemented Infuse TA, part of its Infuse client portal, to provide Transfer Agency clients with a single source of real-time data for investor onboarding and shareholder register transparency. The product launch occurred in 2020 and client rollout was announced in 2021, supporting global distribution across EMEA, APAC and the Americas and reaching over 60 asset managers. Infuse TA was configured to surface real-time investor records, shareholder register views, and portal-based reporting, reflecting standard Transfer Agency capabilities for onboarding workflows, register reconciliation, and client transparency. The deployment included client-facing dashboards and role-based access controls to separate client visibility from internal operations, and it leveraged the Infuse client portal as the primary delivery layer. Configuration emphasized data provenance and auditability through transaction-level histories and reporting feeds aligned with transfer agency servicing functions. Operational coverage spans transfer agency operations, client servicing and distribution teams globally, with governance routed through the Infuse client portal to standardize access and reporting across regions. The rollout approach announced in 2021 targeted client enrollment via the portal, enabling centralized control of onboarding workflows and shareholder register transparency. Brown Brothers Harriman reports that the Infuse TA deployment has given over 60 asset managers improved visibility and operational efficiencies. |
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