List of Linedata Icon TA Customers
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Since 2010, our global team of researchers has been studying Linedata Icon TA 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 TA for Transfer Agency 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 TA for Transfer Agency include: Evelyn Partners, a United Kingdom based Banking and Financial Services organisation with 4097 employees and revenues of $592.0 million, JTC Group, a Jersey based Banking and Financial Services organisation with 2300 employees and revenues of $412.0 million and many others.
Contact us if you need a completed and verified list of companies using Linedata Icon TA, 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 TA 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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Evelyn Partners | Banking and Financial Services | 4097 | $592M | United Kingdom | Linedata | Linedata Icon TA | Transfer Agency | 2005 | n/a | In 2005, Evelyn Partners implemented Linedata Icon TA as a core Transfer Agency application. The deployment was provisioned to support Fund Management, back office operations, front office interfaces and banking and treasury functions within the firm’s UK banking and financial services organization. Linedata Icon TA was configured to handle transfer agency core processing and corporate actions workflows, and it supported client reporting capabilities such as tax packs, valuations, bank statements, contract notes and client summaries. The implementation also encompassed specialist processing for Lifetime ISA products and outgoing payments workflow logic, with supervised development work on C# workflow applications tied to these capabilities. Integration work included SWIFT messaging for payments routed via BACS and CHAPS, and regulatory controls for reporting regimes including FATCA, CRS, CDOT and AIFMD were managed through formal functional development life cycle processes. The program delivered two major migration projects in parallel that provisioned Linedata systems, including Linedata Icon TA, into the firm’s operational environment and aligned transfer agency processing with existing fund management operations. Governance for the implementation followed an agile delivery model with tight release cadences, daily standups and task tracking via Project Online, and oversight reporting into the Head of Service Delivery. Project management practices included daily developer tracking, controlled FDLC for regulatory and reporting changes, and coordinated release activity which the team executed successfully within compressed timescales. | |
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JTC Group | Banking and Financial Services | 2300 | $412M | Jersey | Linedata | Linedata Icon TA | Transfer Agency | 2012 | n/a | In 2012, JTC Group went live with Linedata Icon TA on 23 May 2012. JTC Group selected Linedata Icon TA to support its Transfer Agency operations and third party fund administration across Jersey, Guernsey, Luxembourg, Switzerland, the British Virgin Islands and the United Kingdom. The implementation focused on Linedata Icon TA's fund accounting, portfolio valuation and fund pricing capabilities, leveraging the platform's core real time multi currency accounting engine to manage stock positions and calculate Net Asset Values for multi class collective investment funds. The deployment used Linedata's back office platform model with scalable modules to support multi currency NAV calculation and class level pricing, aligning with standard Transfer Agency workflows for investor records, transaction processing and unit pricing. Operational coverage centralized fund accounting and transfer agency functions within JTC Group's corporate and fund administration business lines to support growth in offshore investment centers, and the rollout encompassed fund structures commonly administered in the Channel Islands and Luxembourg. JTC Group cited the platform's rich functionality, scalability and continuity with funds already operating on the Linedata Icon platform as core selection criteria. Governance integrated Linedata Icon TA controls into existing compliance and administration processes for entities regulated by the Jersey Financial Services Commission, the Guernsey Financial Services Commission, the British Virgin Islands Financial Services Commission and the Commission de Surveillance du Secteur Financier in Luxembourg. JTC Group positioned Linedata Icon TA as the central application for Transfer Agency and fund accounting within the group based on peer usage and platform reputation. |
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