List of NeoXam PMS for Investment Management Customers
Paris, 75002,
France
Since 2010, our global team of researchers has been studying NeoXam PMS for Investment 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 NeoXam PMS for Investment 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 NeoXam PMS for Investment Management for Portfolio and Investment Management include: Vanguard, a United States based Banking and Financial Services organisation with 20000 employees and revenues of $6.93 billion, Amundi, a France based Banking and Financial Services organisation with 5300 employees and revenues of $1.45 billion and many others.
Contact us if you need a completed and verified list of companies using NeoXam PMS for Investment 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.
The NeoXam PMS for Investment Management 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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Amundi | Banking and Financial Services | 5300 | $1.4B | France | NeoXam | NeoXam PMS for Investment Management | Portfolio and Investment Management | 2015 | n/a |
In 2015 Amundi implemented NeoXam PMS for Investment Management to strengthen Portfolio and Investment Management capabilities across its investment operations. NeoXam PMS for Investment Management was positioned to support portfolio accounting, position keeping and core investment workflows that span front-to-middle office business functions.
The deployment was centralized within Amundi’s existing operational architecture and made available to subsidiaries and representative offices via the group network, consistent with Amundi hosting portfolio management software in Paris. Configuration emphasis aligned with portfolio and position lifecycle management, including position holding, order entry, cash monitoring and basic settlement instruction orchestration, reflecting standard Portfolio and Investment Management functional patterns.
NeoXam was introduced into an environment that already included DECALOG as the central position monitoring tool and MUREX for OTC trade processing, with reconciliation and matching processes handled by tools such as ETC, CCR, CSR and ACR. The operational context also included market matching platforms CTM and FX All, clearing reconciliations via Clearer reconciliation tools, and fund administration relationships with providers named in Amundi documentation, for example CACEIS Fund Administration and Société Générale Bank & Trust.
Governance of the NeoXam deployment followed Amundi’s established IT controls and compliance procedures, with daily compliance checks driven by GERICO, market risk indicators surfaced from RiskMetrics and Medi@+ dashboards, and performance feeds into PAMS. IT security and access controls were applied consistent with group practices, including distributed firewalls across data centers, encryption for external links, routine vulnerability assessments, external audits and centralized reporting to Amundi management.
Operationally the NeoXam PMS sat within a tightly integrated post-trade and compliance ecosystem, supporting the workflow chain from order capture to reconciliation and client reporting via Amundi’s BWR reporting platform and secure extranet. The implementation narrative aligns NeoXam PMS for Investment Management with Amundi Portfolio and Investment Management functions and with the firm’s existing reconciliation, risk monitoring and client reporting infrastructure.
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Vanguard | Banking and Financial Services | 20000 | $6.9B | United States | NeoXam | NeoXam PMS for Investment Management | Portfolio and Investment Management | 2020 | n/a |
In 2020 Vanguard deployed NeoXam PMS for Investment Management as its core Portfolio and Investment Management application. The deployment positioned NeoXam PMS for Investment Management within Vanguards investment operations to support institutional scale portfolio administration and trade processing for a firm with roughly 20,000 employees.
Implementation centered on portfolio and trade lifecycle capabilities typical of the Portfolio and Investment Management category, including portfolio accounting, trade capture and enrichment, reconciliation workflows, settlement instruction management, and compliance and reporting primitives. NeoXam PMS for Investment Management was configured to support automation of trade submission and reconciliations, and to host portfolio views and accounting ledgers used by investment operations and middle office teams.
The implementation integrated with operational touchpoints rather than named upstream order routers, providing explicit interfaces to accounting, matching, custodian, and broker systems as part of normal trade flow. Platform usage aligned with existing toolsets observed in operations, with NeoXam operating alongside Charles River and PMTool to process equities, foreign exchange, futures, swaps, ETF trades, in-kind transfers, and cross trades across indices and multiple markets and exchanges. Trade processing workflows routed transactions from capture through matching to custody and broker settlement systems.
Operational governance emphasized centralized responsibilities within investment operations, notably Equity Trade Support, Money Movement, and Client Relationship functions, which were instrumented to ensure proper submission of trades to accounting, matching, custodian, and broker systems. Rollout and day to day workflows were organized to synchronize trade support and money movement activities with NeoXam PMS for Investment Management, aligning middle office controls and reconciliation ownership with the new platform.
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Buyer Intent: Companies Evaluating NeoXam PMS for Investment Management
- Espa-Fil Import & Export, a Philippines based Consumer Packaged Goods organization with 42 Employees
- Bank West BnP Paribas, a France based Banking and Financial Services company with 178000 Employees
- Nomura, a Japan based Banking and Financial Services organization with 27242 Employees
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