List of Linedata Icon Customers
Linedata
27 rue d’Orléans, Neuilly-sur-Seine,
Paris, 92200,
France
Paris, 92200,
France
33 1 73 43 70 10
Professional Services
1350
$195M
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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
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.
|
 |
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.
|
|
|
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.
|
 |
Barclays Life Assurance Company | Insurance | 500 | $70M | United Kingdom | Linedata | Linedata Icon | Portfolio and Investment Management | 2003 | n/a |
In 2003 Barclays Life Assurance Company went live with Linedata Icon, deploying Linedata Icon in the Portfolio and Investment Management category at its UK offices. Barclays Life had signed a three year deal for the package with Thomson Financial in December 2002, with an option to extend for a further two years, and Linedata Services acquired the Icon product, staff and customer base in February 2003.
The deployment centered on the investment management, valuation and fund accounting capabilities of Linedata Icon, supporting core investment accounting and asset holdings workflows. Implementation work focused on provisioning valuation engines, fund accounting ledgers and investment position management modules, aligning functional workflows typical of Portfolio and Investment Management applications.
Barclays Life adopted Linedata Icon on a facilities managed basis, with Linedata Services operating the application and delivering managed services from UK operations. Operational scope covered fund accounting, portfolio accounting and valuation teams within the life assurance investment function, standardizing processing runs and reporting cycles under the managed service arrangement.
Contract governance reflected the three year service agreement originally contracted through Thomson Financial and maintained under Linedata Services ownership, with the contractual option to extend. The deployment exemplified a market trend toward outsourcing non core investment operations to specialist providers as articulated by Linedata Services executives.
|
 |
British Steel Pension Scheme | Insurance | 10 | $1M | United Kingdom | Linedata | Linedata Icon | Portfolio and Investment Management | 2020 | n/a |
In 2020 British Steel Pension Scheme deployed Linedata Icon as its Portfolio and Investment Management application to centralize fund accounting, trade support, and reporting workflows. The deployment was managed within the company IT operations function and used Linedata Icon to support core investment operations across the trustee-run pension fund.
Linedata Icon was operated on the organisation's virtualised infrastructure, with servers hosted on VMware ESXi vSphere 7.0 and managed for high availability, storage, and resource monitoring. Technical responsibility included desktop application delivery and patching via WSUS, Windows Server patching, and routine backups with periodic restore testing, ensuring the application environment and supporting services remained current and recoverable.
Integrations and operational coverage included direct support and operational interoperability with Bloomberg Terminal and Thomson Reuters Eikon for market data and trading desks, plus integration touchpoints to the broader IT stack such as Microsoft Exchange Server 2019 and Office 365 for communications and collaboration. The infrastructure team provided 1st, 2nd and 3rd line support for Linedata Icon and related financial applications, and worked closely with third party suppliers for networking, backup devices, remote access systems and vendor support escalations.
Governance and process changes emphasized continuous IT service provision, compliance with company policies, and formal disaster recovery procedure creation and testing for core infrastructure and services. Operational duties also covered license management, hardware and software procurement, and end user support up to CFO and CEO level, embedding Linedata Icon into the fund’s operational and support governance model.
|
 |
|
Banking and Financial Services | 1200 | $180M | United Kingdom | Linedata | Linedata Icon | Portfolio and Investment Management | 2017 | n/a |
|
|
|
|
Professional Services | 500 | $120M | United Kingdom | Linedata | Linedata Icon | Portfolio and Investment Management | 2011 | n/a |
|
|
|
|
Banking and Financial Services | 22 | $2M | United Kingdom | Linedata | Linedata Icon | Portfolio and Investment Management | 2004 | n/a |
|
|
|
|
Banking and Financial Services | 28840 | $23.5B | Switzerland | Linedata | Linedata Icon | Portfolio and Investment Management | 2001 | n/a |
|
|
|
|
Banking and Financial Services | 4097 | $592M | United Kingdom | Linedata | Linedata Icon | Portfolio and Investment Management | 2005 | n/a |
|
Showing 1 to 10 of 26 entries
Buyer Intent: Companies Evaluating Linedata Icon
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Linedata Icon. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Linedata Icon for Portfolio and Investment Management include:
- 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
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
 |
Alvar Financial Services | Banking and Financial Services | 170 | $43M | United Kingdom | 2026-03-16 |
 |
Northern Trust | Banking and Financial Services | 23000 | $6.8B | United States | 2026-03-13 |
 |
Lucent Financial Planning | Banking and Financial Services | 20 | $2M | United Kingdom | 2025-08-18 |
|
|
Banking and Financial Services | 6071 | $3.2B | United Kingdom | 2025-08-15 |
|
|
Education | 230 | $185M | United States | 2024-11-20 |
FAQ - APPS RUN THE WORLD Linedata Icon Coverage
Linedata Icon is a Portfolio and Investment Management solution from Linedata.
Companies worldwide use Linedata Icon, from small firms to large enterprises across 21+ industries.
Organizations such as Bank West BnP Paribas, Credit Suisse, part of UBS Group, HSBC, Baillie Gifford and Wesleyan are recorded users of
Linedata Icon for Portfolio and Investment Management.
Companies using Linedata Icon are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Linedata Icon are most concentrated in France, Switzerland and United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Linedata Icon across Americas, EMEA, and APAC.
Companies using Linedata Icon range from small businesses with 0-100 employees - 19.23%, to mid-sized firms with 101-1,000 employees - 38.46%, large organizations with 1,001-10,000 employees - 34.62%, and global enterprises with 10,000+ employees - 7.69%.
Customers of Linedata Icon include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Linedata Icon customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.