List of SimCorp Coric Customers
SimCorp
Weidekampsgade 16,
Copenhagen, 2300,
Denmark
Copenhagen, 2300,
Denmark
45 35 448 800
Professional Services
3100
$763M
Since 2010, our global team of researchers has been studying SimCorp Coric 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 SimCorp Coric 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 SimCorp Coric for Portfolio and Investment Management include: Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion, Eastspring Investments, a Singapore based Banking and Financial Services organisation with 400 employees and revenues of $350.0 million, Heartwood Investment Management, a United Kingdom based Banking and Financial Services organisation with 200 employees and revenues of $50.0 million and many others.
Contact us if you need a completed and verified list of companies using SimCorp Coric, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Eastspring Investments | Banking and Financial Services | 400 | $350M | Singapore | SimCorp | SimCorp Coric | Portfolio and Investment Management | 2021 | n/a |
In 2021 Eastspring Investments implemented SimCorp Coric to strengthen client reporting capabilities within its Portfolio and Investment Management function across the business. The deployment followed a license agreement signed in July 2019 and SimCorp Coric initial implementation was completed in three months, positioning the platform as the primary reporting layer for client-facing output and investor communications.
The implementation concentrated on client reporting automation, granular data orchestration, and templated report production. SimCorp Coric was configured to enable automated fund factsheet generation, scheduled and ad hoc client reports, and production of Quarterly Investment Reviews, reducing manual coordination and standardizing data and processes used for client distribution and reporting workflows.
Operational coverage extended across Eastspring’s client reporting and investment teams, embedding consistent reporting templates and tools across the business to support higher volumes of client deliverables. The deployment emphasized process orchestration and report automation typical of a Portfolio and Investment Management platform, enabling teams to produce larger volumes of timely reports without increasing coordination overhead.
Governance and rollout focused on shifting manual report assembly to automated Coric workflows and reducing IT dependency for customization. Vendor reported outcomes tied to the SimCorp Coric deployment include annual manpower savings of $500k, 90% plus automation of manual reporting processes, 100% automation of fund factsheets, Quarterly Investment Reviews production costs down 81%, customization costs cut by 95% with no IT involvement, shortened reporting cycles from one month to ten days, and an increase from 20 factsheets by month end to 200 factsheets by day ten, with higher client report volumes reported as having no impact on manpower or infrastructure costs.
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Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | SimCorp | SimCorp Coric | Portfolio and Investment Management | 2016 | n/a |
In 2016 Franklin Templeton implemented SimCorp Coric in the Portfolio and Investment Management category, deploying the SimCorp Coric reporting components as a core reporting layer for investment operations. The effort at Franklin Templeton Investments included both web and print reporting capabilities, with development and runtime activity observed in the Dublin, CA engineering team during 2018, reflecting ongoing configuration and extension work after initial deployment.
The implementation centered on reporting functionality within SimCorp Coric, combining a web front end and a print engine with a SQL database back end. Engineering work used Windows 8 development hosts, Visual Studio 2017, C#, and .Net, indicating a .Net stack for custom report logic and data access, while report generation and web delivery workflows were configured to support portfolio and performance reporting requirements.
Operational scope covered the Franklin Templeton Investments reporting team in Dublin, CA, with project execution managed using Agile practices and tooling including Jira and Confluence for issue tracking and documentation. The rollout emphasis was on stabilizing print and web reporting workflows for portfolio management and integrating development governance through sprint-based delivery and centralized documentation.
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Heartwood Investment Management | Banking and Financial Services | 200 | $50M | United Kingdom | SimCorp | SimCorp Coric | Portfolio and Investment Management | 2017 | n/a |
In 2017 Heartwood Investment Management began deploying SimCorp Coric, implementing the SimCorp Coric Portfolio and Investment Management application to support its Dynamic Reporting initiative and reshape client communications. The program was positioned to deliver daily data and commentary alongside traditional period reporting, aligning the application to Heartwood’s client-focused vision for more timely, contextual investment information.
The SimCorp Coric implementation delivered core reporting and client communication capabilities, including a browser-based internal portal to upload, view and approve investment and market commentary, automated monthly factsheets, daily fund reports, and enhanced investment reporting outputs. The deployment extended to a secure external Client Centre that provides on-demand portfolio valuations, asset allocation details, daily performance data, downloadable print-ready PDFs, and ad-hoc portfolio review documents accessible across desktop, tablet and mobile.
Heartwood ran the project in two phased releases beginning with a June 2017 start and an October 2018 go-live, with a project team composed of two SimCorp Coric consultants and Heartwood business and IT stakeholders. Phase one focused on fund reporting, improved factsheets and a fund website, while phase two delivered client specific portfolio information and the external Client Centre, serving private clients, third-party providers and external IFA firms.
Governance included a detailed analysis and design phase, iterative configuration with the SimCorp consultants, and targeted user training at each phase launch to embed new workflows. The implementation emphasized automation and workflow re-engineering to retire multiple standalone reporting solutions, enable the business reporting team to make minor report changes without heavy IT intervention, and reduce the volume of manual reporting tasks. The project went live on-time and on-budget and produced faster regulatory report generation, increased automation and higher client engagement through self-service and mobile access.
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Buyer Intent: Companies Evaluating SimCorp Coric
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SimCorp Coric. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SimCorp Coric for Portfolio and Investment Management include:
- Eastspring Investments, a Singapore based Banking and Financial Services organization with 400 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD SimCorp Coric Coverage
SimCorp Coric is a Portfolio and Investment Management solution from SimCorp.
Companies worldwide use SimCorp Coric, from small firms to large enterprises across 21+ industries.
Organizations such as Franklin Templeton, Eastspring Investments and Heartwood Investment Management are recorded users of
SimCorp Coric for Portfolio and Investment Management.
Companies using SimCorp Coric are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using SimCorp Coric are most concentrated in United States, Singapore and United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SimCorp Coric across Americas, EMEA, and APAC.
Companies using SimCorp Coric range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 66.67%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 33.33%.
Customers of SimCorp Coric 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 SimCorp Coric 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.