List of Linedata Icon Customers
Paris, 92200,
France
Since 2010, our global team of researchers has been studying Linedata Icon 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 Icon 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 Icon for Portfolio and Investment Management include: Bank West BnP Paribas, a France based Banking and Financial Services organisation with 178000 employees and revenues of $76.46 billion, Credit Suisse, part of UBS Group, a Switzerland based Banking and Financial Services organisation with 28840 employees and revenues of $23.47 billion, HSBC, a United Kingdom based Banking and Financial Services organisation with 5836 employees and revenues of $4.95 billion, Baillie Gifford, a United Kingdom based Banking and Financial Services organisation with 1839 employees and revenues of $1.32 billion, Wesleyan, a United Kingdom based Banking and Financial Services organisation with 1200 employees and revenues of $740.0 million and many others.
Contact us if you need a completed and verified list of companies using Linedata Icon, 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 Icon 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 Icon | Portfolio and Investment Management | 2018 | n/a |
In 2018 Baillie Gifford implemented Linedata Icon as its primary accounting book of record within the Portfolio and Investment Management category, establishing the platform for firmwide fund accounting and ABOR activities. The deployment positioned Linedata Icon as the central system for NAV calculation and fund reporting, and the full application name Linedata Icon is used across operational and control workflows.
The implementation encompassed core fund accounting capabilities, including automated NAV checks, NAV calculation, reconciliation workflows, and reporting automation for repetitive back-office tasks. Baillie Gifford also adopted Linedata Navquest for NAV validation and price dissemination, integrating validation and dissemination capabilities alongside Linedata Icon to support end to end NAV control processes.
Operational coverage extended across Baillie Gifford sites in Paris, London, Boston, New York, and Hong Kong, and in 2021 the firm extended its partnership with Linedata and introduced Linedata Icon ASP on a three year contract to outsource daily support tasks. The environment emphasizes scalability and flexibility, the Linedata Icon platform facilitates integration with other systems and data provisioning, and the ASP arrangement introduces external resource capabilities for routine operational support.
Governance shifted to centralize fund accounting as the authoritative book of record, with process changes to leverage automation for NAV checks, reporting, and repetitive processing tasks. The combined deployment of Linedata Icon and Linedata Icon ASP supported business continuity and proved especially useful during remote working due to Covid-19, while platform performance and automation reduced manual dependency in daily fund administration.
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Bank of Valletta | Banking and Financial Services | 1800 | $322M | Malta | Linedata | Linedata Icon | Portfolio and Investment Management | 2014 | n/a |
In 2014, Bank of Valletta implemented Linedata Icon as a back office asset management platform. The deployment positioned Linedata Icon within the Portfolio and Investment Management category to support custody, portfolio accounting, trade processing and business process management for the bank's asset management operations.
The implementation included a web-facing business process management layer delivered as Linedata Optima, developed with ASP.NET C#, JavaScript including jQuery, jqGrid and Kendo UI, HTML5 and CSS, and hosted on Internet Information Services. Core product development work used C with IBM ISAM for data storage and Visual Studio for development, reflecting a separation between the web UI and core processing components and an application service architecture consistent with institutional portfolio management systems. Development activities documented analysis, proof of concept work, specifications, technical design, unit testing and deployment artifacts.
Operational scope centered on back office and product development teams at the bank, with delivery activities that included addressing client queries, producing technical documentation, demos and presentations. Governance and rollout practices included formalized trainings in Finance Proficiency, .NET and JavaScript and iterative product development cycles for functional design, development and unit testing to support ongoing operations within Bank of Valletta.
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Bank West BnP Paribas | Banking and Financial Services | 178000 | $76.5B | France | Linedata | Linedata Icon | Portfolio and Investment Management | 2020 | n/a |
In 2020, Bank West BnP Paribas implemented Linedata Icon. The deployment targeted Portfolio and Investment Management capabilities to centralize investment operations and standardize core processing across the bank.
Linedata Icon was configured to deliver portfolio management, portfolio accounting, performance measurement, trade lifecycle processing, and compliance monitoring, reflecting common functional modules in Portfolio and Investment Management. Implementation work concentrated on instrument master data consolidation, portfolio hierarchy design, accounting mappings and NAV calculation logic, and report configuration to support regulatory and investor reporting workflows.
Operational scope covered investment management, middle office and portfolio accounting teams, with governance instituted for data stewardship, configuration change control and operational runbooks for reconciliation and settlement processes. Linedata Icon is referenced by name in operational documentation, and the vendor history cited includes Linedata Icon deployments in Paris dating to 1998 and institutional customers such as BNP Paribas and Scottish Friendly as contextual background.
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Insurance | 500 | $70M | United Kingdom | Linedata | Linedata Icon | Portfolio and Investment Management | 2003 | n/a |
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Insurance | 10 | $1M | United Kingdom | Linedata | Linedata Icon | Portfolio and Investment Management | 2020 | n/a |
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Banking and Financial Services | 1200 | $180M | United Kingdom | Linedata | Linedata Icon | Portfolio and Investment Management | 2017 | n/a |
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Professional Services | 500 | $120M | United Kingdom | Linedata | Linedata Icon | Portfolio and Investment Management | 2011 | n/a |
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Banking and Financial Services | 22 | $2M | United Kingdom | Linedata | Linedata Icon | Portfolio and Investment Management | 2004 | n/a |
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Banking and Financial Services | 28840 | $23.5B | Switzerland | Linedata | Linedata Icon | Portfolio and Investment Management | 2001 | n/a |
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Banking and Financial Services | 4097 | $592M | United Kingdom | Linedata | Linedata Icon | Portfolio and Investment Management | 2005 | n/a |
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Buyer Intent: Companies Evaluating Linedata Icon
- Alvar Financial Services, a United Kingdom based Banking and Financial Services organization with 170 Employees
- Northern Trust, a United States based Banking and Financial Services company with 23000 Employees
- Lucent Financial Planning, a United Kingdom based Banking and Financial Services organization with 20 Employees
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