List of PFS-PAXUS Customers
Apex Fund Services
Vallis Building, 4th Floor 58 Par-la-Ville Road,
Hamilton, HM11,
Bermuda
Hamilton, HM11,
Bermuda
1 441-292-2739
Banking and Financial Services
13000
$3.3B
Since 2010, our global team of researchers has been studying PFS-PAXUS 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-PAXUS 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-PAXUS for Portfolio and Investment Management include: CommBank, a Australia based Banking and Financial Services organisation with 48580 employees and revenues of $18.66 billion, National Bank of Canada, a Canada based Banking and Financial Services organisation with 32371 employees and revenues of $8.22 billion, Old Mutual, a South Africa based Banking and Financial Services organisation with 31000 employees and revenues of $6.21 billion, Aviva Canada, a Canada based Insurance organisation with 4657 employees and revenues of $5.11 billion, Citigroup Singapore, a Singapore based Banking and Financial Services organisation with 8000 employees and revenues of $1.96 billion and many others.
Contact us if you need a completed and verified list of companies using PFS-PAXUS, 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-PAXUS 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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Abacus Financial Services | Banking and Financial Services | 80 | $9M | Gibraltar | Apex Group | PFS-PAXUS | Portfolio and Investment Management | 2019 | n/a |
In 2019 Abacus Financial Services Limited selected PFS-PAXUS for its third party fund administration business, implementing the PFS-PAXUS Portfolio and Investment Management application to support administration of its investment funds. Abacus is an international professional services firm based in Gibraltar providing fund administration alongside wealth management, corporate structuring, pensions, tax and accounting services, and the decision followed an extensive procurement aimed at supporting growth in its third party fund services business.
The implementation configured PFS-PAXUS as a single automated and fully integrated back office for fund accounting, multi currency processing, portfolio valuation, fund pricing and transfer agency capabilities. The deployment emphasizes centralized fund accounting workflows, automated valuation and pricing routines, and transfer agency processing within one system to streamline fund administration operations.
Abacus opted for the full SaaS cloud deployment model provided by Pacific Fund Systems, using a vendor hosted architecture that enables staff to access PFS-PAXUS from any laptop or PC globally. The vendor hosted deployment includes 24/7 data management, vendor delivered upgrades, disaster recovery planning and ongoing maintenance, positioning the application as the operational core for third party fund administration activities.
Governance and rollout were driven by the procurement outcome, aligning operational coverage to Abacus Financial Services Limited third party fund administration business operations and embedding Portfolio and Investment Management functionality into finance and transfer agency workflows. Explicitly stated benefits of the deployment include secure global access for staff and vendor managed continuity and maintenance services, which support Abacus in scaling its third party fund services.
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AIA Australia | Insurance | 2000 | $1.8B | Australia | Apex Group | PFS-PAXUS | Portfolio and Investment Management | 2016 | n/a |
In 2016 AIA Australia implemented PFS-PAXUS in the Portfolio and Investment Management category. The deployment included a Paxus application migration into AIA zCloud as part of product onboarding and platform consolidation for investment and policy administration workloads.
The implementation configured core billing and batch processing capabilities within PFS-PAXUS, including automation of batch cycles and targeted MIPS reduction work. Functional scope extended to EDI transaction processing for invoicing 810, purchase orders 850, eligibility enquiry 270 and 271, claims status enquiry 276 and 277, and claims submission 837. Claims processing was adapted to support new customer workflows, including Boeing specific claims handling and new CICS screens for operator interactions. Teams also executed batch decommission work to remove billing jobs identified as UBS, NWPA, NCA, EFP, PVO and CSW.
Architecturally the program centered on zCloud hosting for Paxus with integration to payments and middleware layers, notably building a cash transaction flow where Citi Bank delivers files to ACTS middleware which in turn feeds UBS for automated cash processing. Batch orchestration and EDI hubs were integrated into these flows to preserve end to end processing for billing and claims. The PFS-PAXUS application was instrumented to support automated batch testing and performance tuning activities.
Governance and operational change included a batch decommission migration program and test cycle automation to standardize release controls for overnight processing. Operational policies were updated to support a temporary COVID 19 suspension and subsequent resumption of Notice of Cancellation messages for group and individual insurance portfolios. Bank switching processes were rebuilt to accommodate the change from Mellon Bank to Citi Bank within cash reconciliation and payment workflows.
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Alpha Alternatives, a Standish Company | Banking and Financial Services | 20 | $4M | United States | Apex Group | PFS-PAXUS | Portfolio and Investment Management | 2015 | n/a |
In 2015, Alpha Alternatives, a Standish Company implemented PFS-PAXUS as its core fund accounting and administration application. PFS-PAXUS is deployed as a Portfolio and Investment Management solution supporting alternative fund administration, with configuration focused on fund accounting, investor reporting and portfolio analysis.
The implementation leverages the PFS-CONNECT real-time 24/7 web portal tightly integrated with the PFS-PAXUS database, providing authenticated fund managers, investors and administrators online access to fund data, portfolio analysis, documents and graphs. Functional capabilities implemented include fund accounting ledgers, portfolio analytics, document management and an automated anti-money laundering approval process that embeds compliance checks into operational workflows.
Architecture and deployment use cloud-based redundancy and disaster recovery to maintain continuous availability of the PFS-PAXUS database and the PFS-CONNECT portal. Integration scope is explicitly internal between PFS-PAXUS and PFS-CONNECT, and the operational coverage extends to fund administration, compliance and investor relations teams who access reporting and portfolio data through the web portal.
Governance changes centered on automating compliance approvals, specifically the fully automated anti-money laundering approval process, which restructured approval workflows within compliance and operations. The system design emphasizes continuous access and resiliency through cloud redundancy and disaster recovery as stated by the vendor.
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Professional Services | 4983 | $768M | Luxembourg | Apex Group | PFS-PAXUS | Portfolio and Investment Management | 2014 | n/a |
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Banking and Financial Services | 90 | $9M | Hong Kong | Apex Group | PFS-PAXUS | Portfolio and Investment Management | 2008 | n/a |
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Banking and Financial Services | 100 | $10M | Chile | Apex Group | PFS-PAXUS | Portfolio and Investment Management | 2021 | n/a |
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Banking and Financial Services | 350 | $90M | India | Apex Group | PFS-PAXUS | Portfolio and Investment Management | 2019 | n/a |
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Banking and Financial Services | 750 | $80M | Hong Kong | Apex Group | PFS-PAXUS | Portfolio and Investment Management | 2012 | n/a |
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Banking and Financial Services | 40 | $4M | Luxembourg | Apex Group | PFS-PAXUS | Portfolio and Investment Management | 2015 | n/a |
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Banking and Financial Services | 700 | $85M | United Kingdom | Apex Group | PFS-PAXUS | Portfolio and Investment Management | 2017 | n/a |
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Showing 1 to 10 of 86 entries
Buyer Intent: Companies Evaluating PFS-PAXUS
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating PFS-PAXUS. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating PFS-PAXUS for Portfolio and Investment Management include:
- Intellirent, a United States based Construction and Real Estate organization with 19 Employees
- Fowler Penfold, a United Kingdom based Insurance company with 10 Employees
- Arrow Search Partners, a United States based Professional Services organization with 50 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD PFS-PAXUS Coverage
PFS-PAXUS is a Portfolio and Investment Management solution from Apex Group.
Companies worldwide use PFS-PAXUS, from small firms to large enterprises across 21+ industries.
Organizations such as CommBank, National Bank of Canada, Old Mutual, Aviva Canada and Citigroup Singapore are recorded users of
PFS-PAXUS for Portfolio and Investment Management.
Companies using PFS-PAXUS are most concentrated in Banking and Financial Services and Insurance, with adoption spanning over 21 industries.
Companies using PFS-PAXUS are most concentrated in Australia, Canada and South Africa, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of PFS-PAXUS across Americas, EMEA, and APAC.
Companies using PFS-PAXUS range from small businesses with 0-100 employees - 44.19%, to mid-sized firms with 101-1,000 employees - 39.53%, large organizations with 1,001-10,000 employees - 12.79%, and global enterprises with 10,000+ employees - 3.49%.
Customers of PFS-PAXUS include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified PFS-PAXUS customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.