List of Linedata Beauchamp (formally FundManager) Customers
Paris, 92200,
France
Since 2010, our global team of researchers has been studying Linedata Beauchamp (formally FundManager) 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 Beauchamp (formally FundManager) 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 Linedata Beauchamp (formally FundManager) for Portfolio and Investment Management include: Investec South Africa, a South Africa based Banking and Financial Services organisation with 4000 employees and revenues of $1.20 billion, PFPC Ireland, a Ireland based Banking and Financial Services organisation with 120 employees and revenues of $25.0 million, The Alpha Cooperative, a United States based Banking and Financial Services organisation with 2 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Linedata Beauchamp (formally FundManager), 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 Beauchamp (formally FundManager) 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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Investec South Africa | Banking and Financial Services | 4000 | $1.2B | South Africa | Linedata | Linedata Beauchamp (formally FundManager) | Portfolio and Investment Management | 2004 | n/a |
In 2004, Investec South Africa purchased and hosted Linedata Beauchamp (formally FundManager) through its Investec Prime Broking unit to provide outsourced trading and portfolio management services to South African clients. The deployment targeted Portfolio and Investment Management workflows, representing a finance and portfolio-management implementation scoped to support local client portfolios in South Africa.
The hosted implementation used Linedata Beauchamp (formally FundManager) functionality to deliver core modules for trade capture, profit and loss accounting, and performance reporting. Workflows were configured to enable straight through processing from trade capture into P&L and performance reporting, aligning operational processes with standard portfolio and investment management practices.
Operational coverage centered on Investec Prime Broking and the finance and client reporting teams, with the hosted model supporting centralized processing and outsourced service delivery for client portfolios. The program was intended to improve STP and client reporting capabilities using hosted FundManager functionality, and operational governance was organized around prime broking and portfolio management responsibilities.
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PFPC Ireland | Banking and Financial Services | 120 | $25M | Ireland | Linedata | Linedata Beauchamp (formally FundManager) | Portfolio and Investment Management | 2004 | n/a |
In 2004, PFPC Ireland incorporated Linedata Beauchamp (formally FundManager) into an outsourced trading and portfolio management offering for its European clients, deploying a Portfolio and Investment Management application hosted by PFPC in Ireland. The implementation was positioned as a portfolio and finance outsourcing initiative to provide intra-day P&L, performance reporting and streamlined trade workflows for client portfolios across Europe.
The Linedata Beauchamp deployment emphasized portfolio and order management capabilities typical of Portfolio and Investment Management systems, with explicit use of intra-day profit and loss calculation, performance reporting modules and trade workflow automation. The application was hosted by PFPC and configured to feed PFPCs back-office systems, creating a near real-time operational link between front-office portfolio operations and settlement and accounting processes.
Operational scope covered trading desks and portfolio operations supporting European clients, with PFPC operating the hosted environment from Ireland and delivering outsourced portfolio management services to asset managers and institutional clients. Governance focused on integrating the Linedata Beauchamp application into PFPCs existing back-office processing, aligning trade lifecycle workflows and performance reporting processes to support outsourced portfolio and finance operations.
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The Alpha Cooperative | Banking and Financial Services | 2 | $1M | United States | Linedata | Linedata Beauchamp (formally FundManager) | Portfolio and Investment Management | 2012 | n/a |
In 2012, The Alpha Cooperative implemented Linedata Beauchamp (formally FundManager) as part of a middle and back office solution in the Portfolio and Investment Management category. The Alpha Cooperative established the implementation to power an operational incubator for the hedge fund market, providing infrastructure to start up and small hedge fund managers to meet institutional investor and regulatory expectations.
The deployment included the portfolio management application Linedata Beauchamp and investor accounting via Linedata Mshare, configured to deliver position tracking, consolidated portfolio views, investor reporting and share class accounting. Functional workflows covered trading through order and portfolio management and investor accounting processes, with the platform configured to accommodate distinct workflow requirements for different hedge fund strategies.
The Alpha Cooperative ran the software using Linedata Hosting, leveraging Linedata data centers and full disaster recovery capabilities to centralize middle and back office operations. This hosted architecture provided an operational infrastructure layer that supported client managers without requiring on premise installations.
Governance and compliance controls were built into the implementation, enabling the compliance function to check portfolio positions for consistency with disclosures and to meet heightened investor and regulatory demands, as emphasized by cofounder and chief compliance officer Sara Malak. The platform produced comprehensive reports for both managers and investors to support operational transparency and oversight.
Uptake on The Alpha Cooperative offering was reported as good and investor reaction extremely positive, with the organization stating the arrangement frees hedge fund managers to focus on generating alpha rather than day to day operations.
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