List of Linedata Asset Management Platform Customers
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Since 2010, our global team of researchers has been studying Linedata Asset Management Platform 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 Linedata Asset Management Platform for Asset and Wealth 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 Linedata Asset Management Platform for Asset and Wealth Management include: Mondrian Investment Partners, a United Kingdom based Banking and Financial Services organisation with 150 employees and revenues of $200.0 million, Cramer Rosenthal McGlynn, a United States based Banking and Financial Services organisation with 25 employees and revenues of $5.0 million, Friess Associates Of Delaware, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million, Quantis Group Hungary, a Hungary based Banking and Financial Services organisation with 74 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Linedata Asset Management Platform, 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 Linedata Asset Management Platform 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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Cramer Rosenthal McGlynn | Banking and Financial Services | 25 | $5M | United States | Linedata | Linedata Asset Management Platform | Asset and Wealth Management | 2022 | n/a | In 2022, Cramer Rosenthal McGlynn implemented the Linedata Asset Management Platform to consolidate front to back workflows across OMS and trading, pre and post trade compliance, reporting and operations. The Linedata Asset Management Platform is positioned in the Asset and Wealth Management category and the initial deployment prioritized front office order management and portfolio oversight for North America. The implementation used explicit modules for order management, portfolio oversight, compliance monitoring, reporting and operations, aligning functional configuration to standard asset management workflows. The deployment was delivered with Linedata CI/CD to accelerate access to new capabilities and to centralize application updates and release cadence. Operational coverage included front office trading desks, compliance teams, portfolio managers and middle and back office operations in North America, enabling systems consolidation and streamlined operations as noted in the vendor announcement. Governance emphasized module-level configuration and orchestration of trading, compliance and reporting workflows, with vendor-stated module usage driving the integration of front office and operational processes. | |
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Friess Associates Of Delaware | Banking and Financial Services | 10 | $1M | United States | Linedata | Linedata Asset Management Platform | Asset and Wealth Management | 2016 | n/a | In 2016, Friess Associates Of Delaware implemented Linedata Asset Management Platform. The deployment centered on Linedata Longview to provide integrated portfolio management, trading and compliance functionality, aligning the firm with Asset and Wealth Management capabilities for front office operations in North America. Linedata Longview was configured to serve as the front office order management and portfolio management layer within the broader Linedata Asset Management Platform, supporting order capture, execution workflow, position management and compliance monitoring. Configuration emphasized trading workflow orchestration and rules-based compliance enforcement consistent with Asset and Wealth Management operational patterns. The rollout targeted North America front office teams, consolidating order management activity under Longview and embedding compliance controls into day to day trading operations. Module usage was positioned inside the AMP application stack, with Longview providing the primary front office interface and inferred alignment to other AMP modules based on the Longview selection, while no named third party integrations were specified. Governance and process changes focused on centralizing trade workflow ownership and formalizing exception handling and compliance review processes, aimed at reducing operational risk and improving workflow efficiency. The implementation narrative centers on Friess Associates Of Delaware, Linedata Asset Management Platform and Asset and Wealth Management supporting portfolio management, trading and compliance business functions. | |
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Mondrian Investment Partners | Banking and Financial Services | 150 | $200M | United Kingdom | Linedata | Linedata Asset Management Platform | Asset and Wealth Management | 2023 | n/a | In 2023, Mondrian Investment Partners upgraded to Linedata Asset Management Platform as part of a strategic program in the Asset and Wealth Management category, advancing a progressive move of business applications from on premises hosting to Software as a Service. The decision builds on a more than twenty five year relationship with Linedata, originating with Longview Order Management and later Linedata Compliance, and positions Linedata Asset Management Platform as the central platform for Mondrian's core investment operations. The deployment emphasizes Linedata Asset Management Platform cloud native modules and modern APIs, with explicit plans to adopt AMP APIs, Accumen, Exception Manager and Model Management. Configuration leverages AMP platform design to provide access anywhere functionality and a configurable architecture, supporting standard Asset and Wealth Management workflows such as portfolio management, order management and compliance exception handling. Integration scope includes separating Longview data for use by Mondrian's in house systems through AMP APIs, and delivering API connected data and applications to internal tooling, consistent with the platform's support for data virtualisation. Operational coverage targets Mondrian's investment and operations functions across its global footprint, centering on portfolio and order lifecycle processes and compliance workflows. Governance and rollout are structured to exploit the platform's SaaS delivery model, giving Mondrian early access to incremental capabilities and the ability to introduce new Longview features without performing a core upgrade, which the firm anticipates will reduce testing complexity and implementation risk. The implementation focuses on instrumenting portfolio and order management, compliance exception management and API driven data integration, aligning platform configuration with Mondrian's operational workflows and data governance requirements. | |
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Banking and Financial Services | 74 | $1M | Hungary | Linedata | Linedata Asset Management Platform | Asset and Wealth Management | 2010 | n/a |
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