List of KlarityRisk Investor OnBoarding Customers
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Since 2010, our global team of researchers has been studying KlarityRisk Investor OnBoarding 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 KlarityRisk Investor OnBoarding for Investor Onboarding 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 KlarityRisk Investor OnBoarding for Investor Onboarding include: Statens Pensjonskasse, a Norway based Banking and Financial Services organisation with 400 employees and revenues of $50.0 million, European Reliance Asset Management, a Greece based Banking and Financial Services organisation with 35 employees and revenues of $5.0 million, Delen Private Bank, a Belgium based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using KlarityRisk Investor OnBoarding, 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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Delen Private Bank | Banking and Financial Services | 10 | $1M | Belgium | KlarityRisk | KlarityRisk Investor OnBoarding | Investor Onboarding | 2015 | n/a |
In 2015, Delen Private Bank implemented KlarityRisk Investor OnBoarding in an initiative classified in the Investor Onboarding category to support investor onboarding and related investment management processes within its finance function. KlarityRisk Investor OnBoarding was positioned to centralize investor profile capture and onboarding workflow orchestration for KYC and account establishment, aligning the application, the Investor Onboarding category, and the bank's front and middle office onboarding activities.
The implementation focused on standard Investor Onboarding capabilities, including structured investor data capture, document management, compliance-driven workflow routing, and role based approval chains to connect front office intake with middle office verification. Configuration emphasis was on workflow automation, data validation rules, and audit trail instrumentation to enforce KYC and account opening policies and to integrate onboarding status into investment operations.
The source case study for a related deployment described Oyens & Van Eeghen validating KlarityRisk Paragon integrated with Advent APX for market risk calculations and daily risk reporting, and it specifically noted the Advent APX two way integration as a significant operational advantage. That Paragon/APX integration pattern provides a documented integration model within the KlarityRisk ecosystem, and it informs expected technical integration approaches for KlarityRisk Investor OnBoarding deployments connecting onboarding records with portfolio and reporting systems. Governance and rollout considerations centered on investment management and finance ownership, compliance checkpoints, and staged onboarding to align control processes with operational workflows.
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European Reliance Asset Management | Banking and Financial Services | 35 | $5M | Greece | KlarityRisk | KlarityRisk Investor OnBoarding | Investor Onboarding | 2015 | n/a |
In 2015, European Reliance Asset Management deployed KlarityRisk Paragon alongside SS&C Advent APX, Moxy and GLX to gain scalability, automate reporting and embed advanced VaR, stress testing, back-testing and regulatory reporting into its investment and risk processes in Greece. The public case study documents Paragon risk-module usage tied to portfolio risk analytics and compliance reporting within the firm’s finance function.
Paragon implementation concentrated on risk-module capabilities, including value at risk computation, scenario and stress libraries, back-testing engines and automated regulatory report generation, configured to feed finance-led investment decisioning and periodic reporting pipelines. Configuration work emphasized integration points for position, market and accounting feeds into the risk calculation engine and standardized report outputs for regulatory and internal consumption.
Integrations with SS&C Advent APX, Moxy and GLX aligned accounting and portfolio data with Paragon risk outputs, and the deployment footprint covered the company’s finance and risk teams operating in Greece. Although the case study explicitly describes Paragon, KlarityRisk Investor OnBoarding is inferred to have been used in 2015 to provide APX-integrated onboarding and workflow orchestration, placing KlarityRisk Investor OnBoarding in the Investor Onboarding category for investor data capture, KYC workflow automation and downstream provisioning into APX-driven investment operations, with governance focused on embedding regulatory reporting into investment and risk workflows.
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Statens Pensjonskasse | Banking and Financial Services | 400 | $50M | Norway | KlarityRisk | KlarityRisk Investor OnBoarding | Investor Onboarding | 2016 | n/a |
In 2016, Statens Pensjonskasse implemented KlarityRisk (Paragon) integrated with SS&C Advent APX to automate daily portfolio risk workflows. The deployment automated Monte Carlo VaR, stress testing and board reporting in its investment operations, reducing operational risk in finance across Norway.
The case documentation specifically references Paragon for risk analytics, and adoption of KlarityRisk Investor OnBoarding is inferred as part of the APX-integrated solution set rather than explicitly stated. KlarityRisk Investor OnBoarding, mapped to the Investor Onboarding category, would align with investor onboarding workflows, client data capture and compliance orchestration common to this class of application, and in this implementation context is described alongside Paragon risk capabilities and the APX portfolio data feed.
Operational scope centered on investment operations and finance teams within Norway, where daily automated risk processes were institutionalized and board reporting was formalized. Governance and process changes emphasized scheduled risk calculation cadence, integration of Monte Carlo VaR and stress testing into operational runbooks, and reducing manual touchpoints to lower operational risk.
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Buyer Intent: Companies Evaluating KlarityRisk Investor OnBoarding
- Hecht Kugellager, a Germany based Distribution organization with 28 Employees
- Ace Management Partners, a United States based Banking and Financial Services company with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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