List of Linedata Optima Customers
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Since 2010, our global team of researchers has been studying Linedata Optima 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 Optima 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 Optima for Portfolio and Investment Management include: Scottish Friendly, a United Kingdom based Banking and Financial Services organisation with 200 employees and revenues of $61.0 million, West Yorkshire Pension Fund, a United Kingdom based Banking and Financial Services organisation with 200 employees and revenues of $30.0 million and many others.
Contact us if you need a completed and verified list of companies using Linedata Optima, 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 Optima 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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Scottish Friendly | Banking and Financial Services | 200 | $61M | United Kingdom | Linedata | Linedata Optima | Portfolio and Investment Management | 2015 | n/a |
In 2015 Scottish Friendly implemented Linedata Optima as part of a broader deployment of Linedata Icon to modernize fund accounting and administration. The move targeted Portfolio and Investment Management capabilities to handle increased volume and complexity following the acquisition of Marine & General Mutual and a doubling of assets under administration.
The implementation centered on Linedata Optima as a business process management solution designed for portfolio accounting, deployed alongside Linedata I CIPS for autonomous net asset value calculation and validation. The program leveraged the modularity and configurability of the Linedata Icon platform to provision accounting workflows, valuation engines, and fund administration processes that could be scaled across multiple funds.
Operationally the deployment used Linedata hosted infrastructure to delegate technical operations and application hosting, and emphasized local support in Scotland to align back office asset management and investment accounting teams. Scottish Friendly completed an initial launch of 15 funds representing nearly one billion pounds of assets in less than a month, with a scheduled migration of a further 25 funds representing an additional one billion pounds in the coming months.
Governance followed a staged rollout and a rigorous vendor evaluation and selection process, with close engagement between Scottish Friendly finance stakeholders and Linedata support teams. The configuration focused on fund accounting workflows, BPM orchestration through Linedata Optima, and NAV calculation, with governance processes and supplier managed hosting structured to support future scaling within Portfolio and Investment Management.
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West Yorkshire Pension Fund | Banking and Financial Services | 200 | $30M | United Kingdom | Linedata | Linedata Optima | Portfolio and Investment Management | 2019 | n/a |
In 2019 West Yorkshire Pension Fund implemented Linedata Optima within a Portfolio and Investment Management program to drive a digital and back office transformation. The deployment purposefully paired Linedata Optima with Linedata Icon to support fund accounting and fund services, reflecting an extension of the existing vendor relationship and a move to a more integrated operations platform.
The implementation centered on Linedata Optima’s web hosted, API driven workflow engine to digitise repeatable processes, and on Optima’s analytics and reporting capabilities to better leverage data across investment and operations teams. Functional capabilities explicitly adopted include workflow orchestration, exception based processing, advanced data analytics, and reporting alongside Icon’s fund accounting and investment book of record functions, creating a combined suite for fund accounting processes and fund services.
Integration design emphasized a direct logical coupling between Linedata Optima and Icon, with Linedata Professional Services providing business and technical consulting and support for configuration, process mapping, and operational cutover. Operational scope targeted WYPF’s back office and investment management operations, aligning system workflows to the Northern LGPS Pool’s diverse investment mandates and internal asset management model.
Governance and process changes focused on automating repeatable tasks and instituting exception based workflows to streamline operations and redeploy staff to higher value activities. Explicit outcomes stated include reducing operational cost, mitigating operational risk, and improving client service through a scalable, future proofed Portfolio and Investment Management platform delivered by Linedata Optima and complemented by Icon.
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