List of Linedata Mshare Spirit Customers
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Since 2010, our global team of researchers has been studying Linedata Mshare Spirit 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 Mshare Spirit 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 Mshare Spirit for Transfer Agency include: JPMorgan Chase, a United States based Banking and Financial Services organisation with 317233 employees and revenues of $180.60 billion, Maples Group, a Cayman Islands based Banking and Financial Services organisation with 3000 employees and revenues of $680.0 million, J.P. Morgan Ireland, a Ireland based Banking and Financial Services organisation with 1300 employees and revenues of $600.0 million, Maples Fund Management Ireland, a Ireland based Banking and Financial Services organisation with 800 employees and revenues of $250.0 million, Trident Trust Guernsey, a Channel Islands based Banking and Financial Services organisation with 1000 employees and revenues of $250.0 million and many others.
Contact us if you need a completed and verified list of companies using Linedata Mshare Spirit, 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 Mshare Spirit 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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Calamatta Cuschieri | Banking and Financial Services | 180 | $15M | Malta | Linedata | Linedata Mshare Spirit | Transfer Agency | 2010 | n/a | In 2010, Calamatta Cuschieri implemented Linedata Mshare Spirit as a Transfer Agency solution for its newly formed fund servicing subsidiary, Calamatta Cuschieri Fund Services Ltd in Malta. The decision aligned with a strategic push to establish a fund administration capability complementary to the firm’s advisory and stockbroking activities, and rapid time to market was a primary selection criterion. The deployment delivered a fully integrated combination of Linedata MShare transfer agency and Linedata MFact fund accounting platforms, consolidating transfer agency processing and core fund accounting workflows within a single operational stack. Linedata Mshare Spirit was configured to support shareholder registry management, core transaction processing and accounting-ledger interfaces common to Transfer Agency operations, with vendor-led configuration and operational training included as part of the engagement. Integration between the MShare transfer agency and MFact fund accounting components was implemented to provide end-to-end fund servicing from investor transactions through fund accounting reconciliation. The implementation scope was explicitly centered on the Malta entity and its new fund servicing business, enabling rapid client onboarding and day-to-day administration for new fund mandates. The project moved from planning to live in 10 days, a deployment timeline noted by the vendor and client as delivering minimal disruption to existing business operations. Vendor-provided training and support were part of the rollout, and the platform live date enabled Calamatta Cuschieri Fund Services Ltd to bring on board four new clients within a few weeks following go-live. | |
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Cayman National Bank | Banking and Financial Services | 307 | $50M | Cayman Islands | Linedata | Linedata Mshare Spirit | Transfer Agency | 2011 | n/a | In 2011, Cayman National Bank implemented Linedata Mshare Spirit as its Transfer Agency platform. At Cayman National Investor Fund Services staff used Linedata Mshare Spirit to manage six funds from October 2011 to December 2013, including three funds with high transaction volumes. Linedata Mshare Spirit was configured to support core Transfer Agency workflows, including NAV entry and posting trades, investor recordkeeping, processing subscriptions, redemptions, and drawdowns, and producing contract notes and investor statements. Operational activities documented for the fund administration team included creation and maintenance of investor records, preparation of resolutions, and preparation of wire instructions to pay redemptions and move cash to master accounts. The implementation combined these Transfer Agency capabilities with spreadsheet-based processes to handle drawdown calculations and certain ad hoc reporting needs. The deployment operated alongside Excel spreadsheets for supplemental calculations and distribution lists, reflecting a mixed system workflow rather than a pure spreadsheet replacement. Operational coverage focused on fund administration, investor services, and treasury cash movements across the six funds under management. Business functions impacted included fund accounting, investor communications, and settlement coordination. Governance and process controls emphasized a structured drawdown workflow, with the fund administration team preparing and distributing drawdown spreadsheets to the Investment Manager and controlling wire instruction issuance prior to settlement. Routine tasks such as NAV postings, trade entries, contract note distribution, and resolution preparation were executed within Linedata Mshare Spirit and reconciled against spreadsheet records to maintain operational continuity. | |
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Davidson Fixed Income Management | Banking and Financial Services | 200 | $30M | United States | Linedata | Linedata Mshare Spirit | Transfer Agency | 2011 | n/a | In 2011, Davidson Fixed Income Management implemented Linedata Mshare Spirit as part of a bundled Linedata solution. The deployment addressed core Transfer Agency responsibilities and was provisioned via Linedata Hosting to centralize infrastructure and operational control. The technical implementation included Linedata Mshare for transfer agency and shareholder recordkeeping, Linedata Mfact for fund accounting, and Linedata Reporting for integrated client and regulatory reporting. Configuration emphasis was placed on the integrated general ledger and automation of reconciliation and shareholder record workflows, replacing manual spreadsheet processes with systemized transaction and position handling. Integrations were delivered natively across the Linedata suite and with Davidson’s existing web portal for report distribution, enabling end to end flow from accounting through investor reporting. The hosted architecture supported consolidation of front, middle and back office processes, aligning investor servicing, accounting, and operations under a single vendor-managed environment. Governance and rollout focused on operational standardization, security and transparency, with customization capabilities to match Davidson’s investor reporting requirements. Reported outcomes included elimination of manual spreadsheet use, improved automation, secure hosted operations, and the ability for Davidson to concentrate on client service rather than infrastructure management. | |
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Banking and Financial Services | 50 | $5M | Malta | Linedata | Linedata Mshare Spirit | Transfer Agency | 2013 | n/a |
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Banking and Financial Services | 50 | $30M | Hong Kong | Linedata | Linedata Mshare Spirit | Transfer Agency | 2018 | n/a |
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Banking and Financial Services | 1300 | $600M | Ireland | Linedata | Linedata Mshare Spirit | Transfer Agency | 2014 | n/a |
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Banking and Financial Services | 600 | $100M | Luxembourg | Linedata | Linedata Mshare Spirit | Transfer Agency | 2014 | n/a |
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Banking and Financial Services | 317233 | $180.6B | United States | Linedata | Linedata Mshare Spirit | Transfer Agency | 2010 | n/a |
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Banking and Financial Services | 50 | $7M | United States | Linedata | Linedata Mshare Spirit | Transfer Agency | 2010 | n/a |
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Banking and Financial Services | 800 | $250M | Ireland | Linedata | Linedata Mshare Spirit | Transfer Agency | 2015 | n/a |
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Buyer Intent: Companies Evaluating Linedata Mshare Spirit
- HSBC Hong Kong, a Hong Kong based Banking and Financial Services organization with 30000 Employees
- Trinity College, a United States based Education company with 230 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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