List of SFP Portfolio Management Customers
Courbevoie, 92400,
France
Since 2010, our global team of researchers has been studying SFP 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 SFP 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 SFP Portfolio Management for Portfolio and Investment Management include: Fonplata, a Bolivia based Banking and Financial Services organisation with 200 employees and revenues of $176.0 million, Nextgear Capital, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using SFP 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.
The SFP Portfolio 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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Fonplata | Banking and Financial Services | 200 | $176M | Bolivia | SBS (ex-Sopra Banking Software) | SFP Portfolio Management | Portfolio and Investment Management | 2023 | n/a | In 2023, Fonplata implemented SFP Portfolio Management from SBS, deploying SBS's Financing Platform to modernize its loan portfolio management. The implementation addressed Portfolio and Investment Management requirements within Fonplata's banking and financial services operations in Bolivia. The project was delivered on SBS's Financing Platform and is expected to leverage SFP Portfolio Management capabilities including portfolio accounting and valuation, contract administration, interest rate repricing workflows, and loan lifecycle management. Configuration emphasis included contract migration tooling, explicitly supporting SOFR-rate migrations and centralized contract records to standardize repricing and interest calculation logic. Deployment followed a platform-centric architecture on SBS's Financing Platform, operating alongside Fonplata's lending operations and operational data stores to provide a single portfolio management layer. Operational coverage focused on Fonplata's existing loan portfolio functions, with the SFP Portfolio Management application providing the primary interface for portfolio administrators and credit operations. Governance and rollout were organized around staged contract migration waves and controlled repricing events, completed in under six months to limit disruption. Control points were established for contract migration workflows and portfolio administration, aligning portfolio management, compliance, and treasury workflows while embedding SFP Portfolio Management as part of SBS's broader financing suite. | |
 |
Nextgear Capital | Banking and Financial Services | 10 | $1M | United States | SBS (ex-Sopra Banking Software) | SFP Portfolio Management | Portfolio and Investment Management | 2025 | n/a | In 2025, Nextgear Capital adopted SBS SFP Digital Audit to digitize inventory audits across its dealer network in the United States auto floorplan market. SFP Portfolio Management, part of the SFP suite, is expected to be used alongside the digital audit implementation and aligns with the Portfolio and Investment Management category. The implementation focuses on digital audit capture and portfolio visibility, with the SFP Digital Audit module instrumenting inventory inspection workflows and collateral condition reporting. SFP Portfolio Management is described as housing portfolio-management capabilities aligned to the deployment, including portfolio valuation, collateral monitoring, exposure reporting, and workflow automation common to Portfolio and Investment Management solutions. Operational scope centers on dealer network inventory controls and the firm level functions of risk management, portfolio management, and asset oversight across Nextgear Capital business operations in the US. The deployment is positioned as part of a broader effort to improve portfolio visibility and risk management in the auto floorplan segment, with configuration aimed at integrating audit outputs into portfolio monitoring and exception handling processes. Governance changes emphasize standardized audit data capture and tighter operational control around collateral status, supporting process adjustments in underwriting review and remarketing workflows. Outcomes stated by the source focus on improved portfolio visibility and enhanced risk management as direct objectives of the SFP Digital Audit and associated SFP Portfolio Management usage. |
Buyer Intent: Companies Evaluating SFP Portfolio Management
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||