List of Murex MX.3 Investment Management - Portfolio Management Customers
Paris, 75116,
France
Since 2010, our global team of researchers has been studying Murex MX.3 Investment Management - Portfolio Management 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 Murex MX.3 Investment Management - Portfolio Management 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 Murex MX.3 Investment Management - Portfolio Management for Portfolio and Investment Management include: Powszechny Zaklad Ubezpieczen, a Poland based Insurance organisation with 31617 employees and revenues of $14.74 billion, Rabobank Brazil, a Brazil based Banking and Financial Services organisation with 47000 employees and revenues of $12.00 billion, Julius Baer Group, a Switzerland based Banking and Financial Services organisation with 7335 employees and revenues of $4.81 billion and many others.
Contact us if you need a completed and verified list of companies using Murex MX.3 Investment Management - Portfolio Management, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Julius Baer Group | Banking and Financial Services | 7335 | $4.8B | Switzerland | Murex | Murex MX.3 Investment Management - Portfolio Management | Portfolio and Investment Management | 2024 | n/a |
In 2024, Julius Baer Group deployed Murex MX.3 Investment Management - Portfolio Management to modernize trading, risk and portfolio management capabilities. The implementation targeted private banking and investment management operations in Switzerland and emphasized front-office access to consolidated portfolio analytics for client advisory teams.
The deployment focused on Murex MX.3 Investment Management - Portfolio Management portfolio management and derivatives functionality, expanding instrument coverage and embedding trading lifecycle support alongside risk analytics and position keeping. Configuration work concentrated on delivering consolidated valuations, exposures and P&L views to relationship managers, aligning portfolio construction and derivatives processing within a single application layer.
Operational scope covered private banking and investment management teams in Switzerland, impacting relationship managers, portfolio managers, trading desks and risk teams. The platform was instrumented as a centralized Portfolio and Investment Management environment to unify front-to-back portfolio lifecycle processes and reduce fragmentation across advisory and execution workflows.
Governance and workflow adjustments accompanied the rollout to surface MX.3 portfolio analytics to client-facing teams and to support an expanded derivatives offering. The case study highlights modernization of trading, risk and portfolio management capabilities, a consolidated view of client portfolio impacts for relationship managers and broader instrument coverage as explicit outcomes.
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Powszechny Zaklad Ubezpieczen | Insurance | 31617 | $14.7B | Poland | Murex | Murex MX.3 Investment Management - Portfolio Management | Portfolio and Investment Management | 2021 | Luxoft, a DXC Technology |
In 2021 Powszechny Zaklad Ubezpieczen implemented Murex MX.3 Investment Management - Portfolio Management as a cross-asset, front-to-back solution. The deployment addressed Portfolio and Investment Management to support PZU’s investment management and finance functions for managing both the company’s own investments and client assets across Central Europe.
The implementation configured core portfolio and asset management capabilities within Murex MX.3 Investment Management - Portfolio Management, including collateral management and order management functionality, and established front-to-back processing workflows for cross-asset positions. The project emphasized operational workflows for trade lifecycle, position keeping, collateral lifecycle and order orchestration consistent with portfolio and investment management operational terminology.
Delivery and deployment were executed in Poland using a tri-party delivery model involving PZU, Murex and Luxoft, a DXC Technology, with Murex as the vendor platform and Luxoft providing systems integration and implementation services. Operational coverage targeted investment management and finance teams, with implementation workstreams aligned to support client asset servicing and internal investment operations in the Central Europe region.
Governance was structured around the tri-party delivery model to coordinate rollout, configuration handover and ongoing operational support between PZU, Murex and Luxoft, a DXC Technology. The program explicitly targeted improved compliance and processing as part of the MX.3 deployment.
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Rabobank Brazil | Banking and Financial Services | 47000 | $12.0B | Brazil | Murex | Murex MX.3 Investment Management - Portfolio Management | Portfolio and Investment Management | 2023 | n/a |
In 2023 Rabobank Brazil implemented Murex MX.3 Investment Management - Portfolio Management to provide front-to-back-to-risk coverage under Portfolio and Investment Management for finance and operations in South America. The deployment was positioned to consolidate trade lifecycles and meet local regulatory requirements across Rabobank Brazil business functions.
The implementation delivered core capabilities including trade capture, position and treasury management, post-trade processing, risk and accounting, with portfolio management usage inferred from the end-to-end front-to-back coverage. The program included a migration of approximately 60,000 trades into Murex MX.3 Investment Management - Portfolio Management to establish a consolidated trade and position record.
Operationally the rollout focused on unifying front office, middle office and back office workflows to support regulatory reporting and operational control, with primary impact on finance and operations teams across the bank in South America. Integrations were centered on end-to-end processing and risk accounting workflows consistent with Portfolio and Investment Management operational terminology.
Governance and process changes emphasized post-trade control, risk calculation governance and accounting reconciliation to align with local regulatory requirements. The implementation explicitly targeted regulatory compliance and consolidated trade processing through Murex MX.3 Investment Management - Portfolio Management, with migration of trades cited as a core delivery milestone.
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Buyer Intent: Companies Evaluating Murex MX.3 Investment Management - Portfolio Management
- Escentia, a Germany based Professional Services organization with 20 Employees
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