List of Pereview Customers
Dallas, 75251, TX,
United States
Since 2010, our global team of researchers has been studying Pereview 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 Pereview for Asset and Wealth 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 Pereview for Asset and Wealth Management include: Barings, a United States based Banking and Financial Services organisation with 1029 employees and revenues of $162.0 million, Dalfen Industrial, a United States based Construction and Real Estate organisation with 130 employees and revenues of $33.0 million, Pacific Coast Capital Partners, LLC, a United States based Construction and Real Estate organisation with 200 employees and revenues of $20.0 million, Robert Charles Lesser & Co., a United States based Professional Services organisation with 105 employees and revenues of $12.0 million and many others.
Contact us if you need a completed and verified list of companies using Pereview, 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 Pereview 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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Barings | Banking and Financial Services | 1029 | $162M | United States | Pereview Software | Pereview | Asset and Wealth Management | 2023 | n/a |
In 2023 Barings implemented Pereview as part of its Asset and Wealth Management tooling to centralize investment operations and IBOR data consolidation. The Pereview deployment is positioned to support transaction and position reporting workflows and securities and entity master processes within the firm.
The implementation architecture leverages cloud data platforms including Databricks on Azure, Azure SQL, and Snowflake for data warehousing and transformation. Ingestion pipelines were designed to bring data from IBOR sources such as BlackRock Aladdin, RealInsight, Pereview transaction and position feeds, and Wall Street Office SMF data into a unified Snowflake-backed repository, with Databricks used for ETL orchestration and normalization.
Functional capabilities implemented with Pereview include transaction and position normalization, securities master consolidation, and entity master reconciliation, alongside audit and reporting feeds for middle office and portfolio operations. The configuration emphasizes canonical data models and automated normalization logic to harmonize differing IBOR schemas and SMF record formats.
Governance and operationalization focused on establishing data stewardship, master data reconciliation workflows, and a phased rollout coordinating Data Engineering, Investment Operations, and Portfolio Management teams. The implementation narrative centers on integrating Pereview within Barings technology stack and on building a governed architecture for consolidated IBOR, securities master, and position reporting.
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Dalfen Industrial | Construction and Real Estate | 130 | $33M | United States | Pereview Software | Pereview | Asset and Wealth Management | 2021 | n/a |
In 2021, Dalfen Industrial implemented Pereview in the United States to centralize financial and property-level data across its real estate portfolio. The Pereview deployment addressed Asset and Wealth Management needs by scaling portfolio analytics capacity without materially increasing headcount, and by consolidating reporting workflows for faster investor and internal reporting.
Pereview was configured to perform data aggregation from property and financial records, automate reporting and dashboard generation, and support investor reporting workflows. Implementation work focused on establishing a centralized data repository and standardized property-level data models to enable portfolio analytics and repeatable automated reporting packages.
Operational coverage centered on finance and asset management teams across Dalfen Industrial’s U.S. portfolio, with governance shifting toward centralized data stewardship and scheduled reporting cadences. The deployment emphasized structural workflow changes to enable faster delivery of investor and internal reports as described in the documented case details.
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Pacific Coast Capital Partners, LLC | Construction and Real Estate | 200 | $20M | United States | Pereview Software | Pereview | Asset and Wealth Management | 2020 | n/a |
In 2020, Pacific Coast Capital Partners, LLC implemented Pereview, deploying Asset and Wealth Management capabilities across its United States operations to centralize asset and portfolio data. The Pereview Asset and Wealth Management deployment targeted portfolio and investor reporting workflows to improve transparency and timeliness for finance and investment teams.
Configuration emphasized equity and debt portfolio management and investor reporting modules, leveraging a centralized data model, standardized reporting templates, and automated aggregation of financial positions to reduce manual consolidation steps. Pereview was configured to support consolidated holdings, performance rollups, and investor-level reporting formats that align with PCCP reporting requirements.
Operational coverage focused on finance, investment management, and investor relations functions, with governance established around common data definitions and a regular reporting cadence to limit reconciliation work. The implementation streamlined finance and investor reporting, reduced manual reporting effort, and enabled faster decision-making and improved reporting transparency for stakeholders.
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Professional Services | 105 | $12M | United States | Pereview Software | Pereview | Asset and Wealth Management | 2023 | n/a |
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