List of Linedata I-CIPS Customers
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Since 2010, our global team of researchers has been studying Linedata I-CIPS 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 I-CIPS 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 I-CIPS for Portfolio and Investment Management include: Baillie Gifford, a United Kingdom based Banking and Financial Services organisation with 1839 employees and revenues of $1.32 billion, Scottish Friendly, a United Kingdom based Banking and Financial Services organisation with 200 employees and revenues of $61.0 million, West Yorkshire Pension Fund, a United Kingdom based Banking and Financial Services organisation with 200 employees and revenues of $30.0 million and many others.
Contact us if you need a completed and verified list of companies using Linedata I-CIPS, 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 I-CIPS 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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Baillie Gifford | Banking and Financial Services | 1839 | $1.3B | United Kingdom | Linedata | Linedata I-CIPS | Portfolio and Investment Management | 2013 | n/a |
In 2013, Baillie Gifford implemented Linedata I-CIPS as part of its Portfolio and Investment Management tooling for fund accounting and NAV calculation operations in the United Kingdom. Baillie Gifford was an existing user of Linedata's Collective Investment Pricing System, CIPS, and the engagement is described in Linedata's I-CIPS launch announcement linking the firm to the stand-alone NAV and unit pricing solution.
The implementation centered on automated NAV and pricing workflows and embedded validation capabilities within Linedata I-CIPS, aligning with common Portfolio and Investment Management functional modules for pricing calculation, unit pricing control, and valuation validation. Configuration focused on automation of pricing runs and validation rules to reduce manual checks and to standardize NAV calculation procedures across affected funds.
Operational coverage was the fund accounting and NAV calculation area in the UK, impacting fund accounting and operations teams responsible for unit pricing and valuation control. The solution was positioned to tighten operational control and to reduce administrative burden through validation automation, reflecting governance improvements around pricing sign-off and exception handling stated in the announcement.
The vendor announcement explicitly cites reduced manual checks and lower operational risk as outcomes, and Linedata I-CIPS was presented as a stand-alone NAV and unit pricing solution to centralize pricing control for Baillie Gifford within the Portfolio and Investment Management domain.
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Scottish Friendly | Banking and Financial Services | 200 | $61M | United Kingdom | Linedata | Linedata I-CIPS | Portfolio and Investment Management | 2015 | n/a |
In 2015, Scottish Friendly implemented Linedata I-CIPS as part of a Linedata Icon deployment for fund administration and NAV processing. The deployment is recorded under the Portfolio and Investment Management category and targeted fund accounting and pricing workflows for UK fund operations.
Linedata I-CIPS was used inside the Icon ecosystem to support fund accounting and NAV processing modules, with configuration focused on NAV calculation orchestration, pricing and valuation workflows, and fund administration processes. The implementation aligned system-level processing for pricing, valuation, and fund accounting, and embedded application-level control points consistent with Portfolio and Investment Management functional practices.
The rollout produced a rapid live deployment and enabled onboarding of 15 funds representing approximately £1bn AUM, accelerating time to production for newly administered funds. Operational coverage centered on fund administration, NAV and pricing functions within Scottish Friendly’s UK operations, and governance changes consolidated NAV processing workflows across operations and fund accounting teams.
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West Yorkshire Pension Fund | Banking and Financial Services | 200 | $30M | United Kingdom | Linedata | Linedata I-CIPS | Portfolio and Investment Management | 2019 | n/a |
In 2019 West Yorkshire Pension Fund extended its long-term relationship with Linedata to implement Linedata Optima together with the Icon fund accounting platform and Linedata I-CIPS. The engagement targeted digitisation of fund accounting and back-office workflows, focusing on NAV, pricing and fund accounting processes within the Portfolio and Investment Management category.
The implementation centered on fund accounting and NAV and pricing capabilities, using Linedata Optima and Icon alongside Linedata I-CIPS to standardise ledger posting, NAV calculation and pricing routines. Configuration work emphasised workflow automation for back-office operations and the consolidation of fund accounting ledgers and valuation procedures, reflecting typical Portfolio and Investment Management functional modules.
Operational scope was UK centric and concentrated on back-office and fund accounting teams responsible for NAV, pricing and reconciliation activities. Integrations were implemented between Linedata Optima and the Icon fund accounting platform, with Linedata I-CIPS inferred as the platform supporting NAV and pricing area processes and controls.
Governance and rollout prioritized process standardisation and strengthened control points around NAV production and pricing validation, aligning operational procedures with the new system flows. The program was positioned to modernise NAV, pricing and fund accounting processes and to reduce operational risk as an explicit objective.
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