List of PFS-Connect Customers
Hamilton, HM11,
Bermuda
Since 2010, our global team of researchers has been studying PFS-Connect 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 PFS-Connect 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 PFS-Connect for Portfolio and Investment Management include: Zedra, a Switzerland based Banking and Financial Services organisation with 1000 employees and revenues of $300.0 million, Essential Fund Services International, a United States based Banking and Financial Services organisation with 15 employees and revenues of $5.0 million, Alpha Alternatives, a Standish Company, a United States based Banking and Financial Services organisation with 20 employees and revenues of $4.0 million, MSC Abacus, a Australia based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using PFS-Connect, 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 PFS-Connect 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 | Insight Source |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Alpha Alternatives, a Standish Company | Banking and Financial Services | 20 | $4M | United States | Apex Group | PFS-Connect | Portfolio and Investment Management | 2015 | n/a | In 2015, Alpha Alternatives, a Standish Company, selected PFS-PAXUS to modernize its fund administration, portfolio reporting and fund accounting operations in the United States. PAXUS vendor documentation references PFS-CONNECT as the real time web portal, and PFS-Connect usage is inferred for investor and manager portals and reporting in support of allocations, attribution and investor communications. PFS-Connect is presented as the web layer aligned with Portfolio and Investment Management capabilities, providing investor portals, allocation workflows, attribution reporting and consolidated portfolio reporting. The implementation scope explicitly included global fund administration functions operated from the United States, with configuration focused on fund accounting and reconciled reporting to support investor communications. Operational coverage concentrated on Alpha Alternatives' fund administration and reporting functions in the United States, with PFS-Connect acting as the real time interface tied to the PAXUS core processing environment. This configuration indicates integration between the PAXUS processing modules and the PFS-Connect portal to deliver investor statements, allocation feeds and attribution outputs for managers and investors. Governance emphasis moved to portal access controls for distinct investor and manager roles and centralized reporting workflows to streamline allocations and communications. The narrative is grounded in the vendor announcement and PAXUS documentation, identifying PFS-Connect as the live portal component within the broader PFS-PAXUS Portfolio and Investment Management deployment. | |
 |
Essential Fund Services International | Banking and Financial Services | 15 | $5M | United States | Apex Group | PFS-Connect | Portfolio and Investment Management | 2017 | n/a | In 2017, Essential Fund Services International implemented PFS-Connect from Apex Group to deliver real-time reporting and a secure investor web-portal for its fund accounting and investor services operations in the United States. The deployment targeted fund accounting, investor reporting and online dealing to increase transparency, straight-through-processing and operational efficiency for hedge fund and private equity clients. PFS-Connect is used as the primary Portfolio and Investment Management application supporting these functions. The implementation configured PFS-Connect to run core fund accounting workflows, investor reporting engines, and online dealing workflows including subscription and redemption processing consistent with Portfolio and Investment Management capabilities. The deployment emphasized real-time reporting feeds and a secure investor web-portal to surface NAVs, statements and transaction activity, and it included automation of straight-through-processing and reconciliation steps typical of fund servicing operations. Operational coverage was concentrated on Essential Fund Services Internationals United States fund accounting and investor services teams, servicing hedge fund and private equity client accounts. Governance and rollout focused on standardizing investor reporting and online dealing procedures, enforcing portal security controls and aligning operational workflows for investor services. The program explicitly aimed to increase transparency, enable straight-through-processing and improve operational efficiency as stated by the firm. | |
 |
MSC Abacus | Banking and Financial Services | 10 | $2M | Australia | Apex Group | PFS-Connect | Portfolio and Investment Management | 2014 | n/a | In 2014, MSC Abacus deployed PFS-Connect as its Portfolio and Investment Management solution. PFS-Connect is surfaced through a public client portal at https://connect.msc.group/login and is provided by vendor Apex Group, making the application directly accessible from the company website for client and internal use. The implementation centers on core Portfolio and Investment Management capabilities including portfolio reporting, performance measurement, and an investor client portal, with configuration scoped to a small firm environment and a concentrated administrative user base. Operational coverage targets investment operations and client services within MSC Abacus in Australia, and governance is implemented through centralized administrative controls and web access provisioning to manage client-facing data flows and user permissions via the PFS-Connect portal. | |
 |
|
Banking and Financial Services | 1000 | $300M | Switzerland | Apex Group | PFS-Connect | Portfolio and Investment Management | 2017 | n/a |
|
|
Buyer Intent: Companies Evaluating PFS-Connect
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||