List of Iress Portfolio System Customers
Melbourne, 3000, VIC,
Australia
Since 2010, our global team of researchers has been studying Iress Portfolio System 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 Iress Portfolio System 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 Iress Portfolio System for Portfolio and Investment Management include: Kenanga Investment Bank, a Malaysia based Banking and Financial Services organisation with 1300 employees and revenues of $187.0 million, Ruffer, a United Kingdom based Banking and Financial Services organisation with 290 employees and revenues of $175.0 million, Quest Asset Partners Australia, a Australia based Banking and Financial Services organisation with 10 employees and revenues of $10.0 million, Optar Capital Australia, a Australia based Banking and Financial Services organisation with 10 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Iress Portfolio System, 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 Iress Portfolio System 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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Kenanga Investment Bank | Banking and Financial Services | 1300 | $187M | Malaysia | Iress | Iress Portfolio System | Portfolio and Investment Management | 2013 | n/a |
In 2013, Kenanga Investment Bank implemented the Iress Portfolio System as part of an integrated wealth management deployment. The program combined Iress XPLAN and the Iress Portfolio System to underpin KENWRAP, Kenanga's wealth platform, and the Malaysia deployment was announced as successfully delivered late 2013.
The implementation centered on the Iress Portfolio System within the Portfolio and Investment Management category, configured to provide core portfolio lifecycle capabilities. Functional scope included portfolio accounting and reporting, client reporting and advisory workflows, and automation of trade and reconciliation processes consistent with portfolio and investment management operations.
Integration architecture tied Iress XPLAN to the Iress Portfolio System to create a unified client and advisor front to back workflow, enabling multi-product support and enhanced client engagement. Operational coverage focused on Kenanga's wealth management lines in Malaysia, supporting advisory, portfolio operations and client servicing teams through shared data and process orchestration between XPLAN and IPS.
Governance for the rollout established streamlined advisory workflows and centralized wealth platform control to support KENWRAP, with deployment activities completed and announced in late 2013. Reported outcomes from the implementation included improved client engagement, increased workflow automation and explicit multi-product support as delivered features of the combined XPLAN and Iress Portfolio System solution.
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Optar Capital Australia | Banking and Financial Services | 10 | $5M | Australia | Iress | Iress Portfolio System | Portfolio and Investment Management | 2021 | n/a |
In 2021 Optar Capital Australia implemented the Iress Portfolio System as its Portfolio and Investment Management solution to streamline end-to-end portfolio management for its Australian equities funds. The implementation in Australia targeted improved broker connectivity and automated compliance as core functional objectives for the fund manager.
Optar Capital configured the Iress Portfolio System to support portfolio lifecycle workflows, order workflow orchestration, compliance rule automation and consolidated reporting, leveraging capabilities typical of Portfolio and Investment Management applications. The deployment emphasized automated compliance orchestration and broker connectivity modules alongside portfolio accounting and operational reporting to centralize fund operations.
Operational coverage focused on Optar Capital's Australian equities fund operations, connecting portfolio workflows to external broker networks for trade execution and confirmation flows while embedding compliance checks into day to day portfolio activities. The Iress Portfolio System was positioned to act as the central engine for trade and portfolio data, brokerage connectivity and regulatory control within the firm’s Australian operations.
Governance and process changes accompanied the rollout, formalizing automated compliance checks and centralizing trade and portfolio workflow governance across the fund manager. According to the vendor announcement the implementation was positioned to increase operational efficiency and scalability for the fund manager.
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Quest Asset Partners Australia | Banking and Financial Services | 10 | $10M | Australia | Iress | Iress Portfolio System | Portfolio and Investment Management | 2020 | n/a |
In 2020, Quest Asset Partners Australia implemented Iress Portfolio System to automate portfolio operations, strengthen compliance controls and provide greater transparency across its Australian equity funds. The deployment of Iress Portfolio System was completed in Australia during 2020 and is classified under the Portfolio and Investment Management category.
The Iress Portfolio System implementation concentrated on centralizing portfolio operations and operational workflows typical for Portfolio and Investment Management platforms. Configuration work emphasized automated portfolio operations, consolidated holdings and performance reporting, and compliance monitoring capabilities to support investment management and operations functions.
Rollout activities included remote training due to COVID-19 and adoption across the firm’s Australian equity funds, with primary business functions impacted including portfolio operations, compliance and investment decision support. Governance changes focused on formalizing operational workflows and centralized reporting to increase transparency across funds.
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Banking and Financial Services | 290 | $175M | United Kingdom | Iress | Iress Portfolio System | Portfolio and Investment Management | 2018 | n/a |
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