List of Linedata Navquest NAV Oversight Customers
Paris, 92200,
France
Since 2010, our global team of researchers has been studying Linedata Navquest NAV Oversight 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 Navquest NAV Oversight for Portfolio and Investment Performance and Planning 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 Navquest NAV Oversight for Portfolio and Investment Performance and Planning include: T. Rowe Price, a United States based Banking and Financial Services organisation with 8084 employees and revenues of $7.09 billion, John Hancock, a United States based Insurance organisation with 7000 employees and revenues of $5.50 billion, Banque Internationale Luxembourg, a Luxembourg based Banking and Financial Services organisation with 2100 employees and revenues of $669.0 million and many others.
Contact us if you need a completed and verified list of companies using Linedata Navquest NAV Oversight, 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 Navquest NAV Oversight 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Banque Internationale Luxembourg | Banking and Financial Services | 2100 | $669M | Luxembourg | Linedata | Linedata Navquest NAV Oversight | Portfolio and Investment Performance and Planning | 2015 | n/a |
In 2015, Banque Internationale Luxembourg implemented Linedata Navquest NAV Oversight as part of a broader selection of Linedata's Front Office Platform. The vendor announced the platform combines Longview, Compliance, Navquest and Reporting to run an integrated front-to-back asset management workflow for the bank's Luxembourg operations.
Linedata Navquest NAV Oversight was deployed to provide NAV oversight and valuation controls alongside portfolio management and compliance monitoring capabilities, aligned with the Portfolio and Investment Performance and Planning category. Configuration emphasis included middle-office valuation workflows, validation checkpoints for NAV calculation and release, and control layer instrumentation consistent with NAV oversight functionality.
Operational coverage centered on BIL Manage Invest and the bank's asset management operations in Luxembourg, executing an integrated front-to-back workflow that connected front office portfolio positions to middle-office valuation and compliance controls and to reporting modules. Navquest functioned as the NAV oversight module within the combined front office architecture, working in concert with the platform's compliance and reporting components.
Governance and process workstreams targeted stronger middle-office and valuation controls and improved operational efficiency, driving changes to valuation validation and NAV release workflows following the 2015 selection.
|
|
|
John Hancock | Insurance | 7000 | $5.5B | United States | Linedata | Linedata Navquest NAV Oversight | Portfolio and Investment Performance and Planning | 2017 | n/a |
In 2017, John Hancock Investments selected and implemented Linedata Navquest NAV Oversight to strengthen NAV oversight, NAV validation and NAV contingency capabilities across its mutual fund operations in the United States. The selection was announced in March 2017 and the program explicitly aimed to automate NAV controls and exception reporting to support regulatory and compliance obligations.
Linedata Navquest NAV Oversight was configured to provide end to end NAV oversight workflows consistent with Portfolio and Investment Performance and Planning functionality, with emphasis on NAV validation, exception management and contingency processing. The implementation included automated controls around NAV calculation checkpoints, rule-based exception routing and configurable audit trails, aligning system behavior with fund accounting and NAV production sequences.
Operational coverage focused on mutual fund operations in the United States and on business functions including fund accounting, operations and compliance monitoring. Governance changes centered on formalizing exception reporting and escalation workflows, embedding automated control gates into daily NAV cycles, and maintaining audit evidence to support regulatory reviews, with the explicit objective of reducing operational risk and meeting compliance obligations.
|
|
|
T. Rowe Price | Banking and Financial Services | 8084 | $7.1B | United States | Linedata | Linedata Navquest NAV Oversight | Portfolio and Investment Performance and Planning | 2017 | n/a |
In 2017, T. Rowe Price implemented Linedata Navquest NAV Oversight to provide comprehensive automated NAV oversight within its Portfolio and Investment Performance and Planning environment. The deployment targeted fund accounting and middle-office processes in the United States, focusing on fund valuation operations and centralized oversight for NAV production workflows.
Implementation centered on automated NAV validation and contingency control capabilities within Linedata Navquest NAV Oversight, including exception detection, tolerance checks, reconciliation workflows and audit trail instrumentation that are typical of portfolio and performance control systems. Configuration emphasized rule-based valuation checks and scalable oversight to support recurring valuation cycles across multiple fund structures.
Operational scope covered fund accounting teams, middle-office valuation groups and governance functions in the United States, with rollout designed to embed oversight into daily NAV production and exception handling processes. The vendor announcement framed the deployment objectives as improved NAV accuracy, enhanced exception detection and scalable oversight for fund valuation operations, outcomes that shaped governance and operational change during the 2017 implementation.
|
Buyer Intent: Companies Evaluating Linedata Navquest NAV Oversight
- Brown Brothers Harriman, a United States based Banking and Financial Services organization with 6000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||