List of SimCorp IBOR 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 IBOR 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 IBOR for Investment Book of Record (IBOR) 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 IBOR for Investment Book of Record (IBOR) include: Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion, Pictet, a Switzerland based Banking and Financial Services organisation with 5000 employees and revenues of $3.41 billion, AXA Investment Managers, a France based Banking and Financial Services organisation with 2500 employees and revenues of $1.69 billion and many others.
Contact us if you need a completed and verified list of companies using SimCorp IBOR, 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 SimCorp IBOR 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
AXA Investment Managers | Banking and Financial Services | 2500 | $1.7B | France | SimCorp | SimCorp IBOR | Investment Book of Record (IBOR) | 2015 | n/a |
In 2015 AXA Investment Managers implemented SimCorp IBOR provided by SimCorp to establish a front office investment book of record capability. The deployment was positioned to support the firm’s front office activities and to provide a unified Investment Book of Record (IBOR) across high volume, multi-asset operations.
The implementation of SimCorp IBOR encompassed core modules and capabilities including investment book of record processing, trading, order and portfolio management, compliance monitoring, performance risk analytics, and corporate action management. SimCorp IBOR was configured to manage real-time position and valuation workflows and to orchestrate order lifecycle and portfolio accounting functions consistent with an enterprise investment management solution.
Architecturally the rollout aligned an enterprise IBOR layer with front office trading and order workflows to create a single source of investment position and transaction data. The solution supported multiple asset classes and high-volume trade processing, aligning reconciliation, corporate action processing, and risk feeds into centralized book maintenance and accounting processes.
Governance and operational coverage focused on front office desks, portfolio managers, trading operations, and compliance teams within AXA Investment Managers in France, reflecting the scale of AXA Investment Managers with EUR 607 billion in assets under management. Configuration and process standardization concentrated on consistent order management, compliance controls, and performance risk procedures to bring operational coherence to front office investment activities.
|
 |
Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | SimCorp | SimCorp IBOR | Investment Book of Record (IBOR) | 2016 | n/a |
In 2016, Franklin Templeton implemented SimCorp IBOR to centralize corporate actions processing and strengthen market data integrity within investment operations. SimCorp IBOR, the Investment Book of Record (IBOR) application, was deployed as the primary processing platform for voluntary corporate actions sitewide and positioned to support cross‑functional investment bookkeeping workflows.
The implementation emphasized corporate actions and market data integrity capabilities, including a corporate actions processing workflow for mandatory and discretionary events, transaction posting for discretionary corporate actions, and a disciplined daily evaluation process for incoming corporate action feeds. Configuration work focused on data validation rules and reconciliation logic consistent with Investment Book of Record (IBOR) operational semantics, enabling systematic treatment of diverse security types and market practices.
Integrations were established with external market data sources and custodial feeds, specifically custodial banks, Bloomberg, S&P, and Interactive Data, to support the daily evaluation and enrichment of corporate action information. Operational coverage included sitewide processing responsibilities at the Fort Lauderdale operations center, and routine coordination with Portfolio Management, Settlements, Net Asset Value Analysis, Trading, Tax, Portfolio Accounting, and Country of Registration teams to align posting and settlement workflows with the IBOR.
Governance was formalized through a site representative role on the Global Market Data Integrity and Consistency Committee, with primary processing ownership for voluntary corporate actions and oversight of departmental policy adherence. Staff enablement and knowledge transfer were part of the rollout, with active mentoring of junior analysts and documented procedures to ensure consistent handling of discretionary versus mandatory corporate actions, and the team successfully managed the comprehensive daily evaluation process for corporate action data feeds.
|
 |
Pictet | Banking and Financial Services | 5000 | $3.4B | Switzerland | SimCorp | SimCorp IBOR | Investment Book of Record (IBOR) | 2014 | n/a |
In 2014, Pictet implemented SimCorp IBOR to support Pictet Asset Management operations in Geneva, Switzerland. The SimCorp IBOR deployment was scoped as an Investment Book of Record (IBOR) platform to centralize portfolio accounting, intraday position management and trade lifecycle visibility across front, middle and back office functions.
SimCorp IBOR was configured to deliver core IBOR capabilities including position keeping, trade lifecycle processing, valuations and mark to market, corporate actions handling, and reconciliation and reporting workflows consistent with Investment Book of Record (IBOR) requirements. Configuration work emphasized intraday position updates, P&L attribution and harmonized data models to support portfolio managers and middle office reconciliation processes.
Integrations and test coverage reflected end-to-end instrument flow, with explicit testing campaigns that included the Charles River trading environment, the Avaloq e-banking platform and a bespoke front office platform. Test tooling and reporting were implemented using JIRA, QualityCenter and bespoke reporting, and test execution engaged a diverse user community of fund managers, traders, product managers, developers and middle to back office operations.
Testing governance and rollout coordination were driven by a Program Test Manager who designed the testing strategy, chaired the Change Acceptance Board and managed regression, usability, system integration testing, user acceptance testing and load and performance test phases. Release planning and environment provisioning were controlled through the implemented test management processes to support UAT sign-off and staged production readiness for SimCorp IBOR.
|
Showing 1 to 3 of 3 entries
Buyer Intent: Companies Evaluating SimCorp IBOR
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SimCorp IBOR. Gain ongoing access to real-time prospects and uncover hidden opportunities.
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||
FAQ - APPS RUN THE WORLD SimCorp IBOR Coverage
SimCorp IBOR is a Investment Book of Record (IBOR) solution from SimCorp.
Companies worldwide use SimCorp IBOR, from small firms to large enterprises across 21+ industries.
Organizations such as Franklin Templeton, Pictet and AXA Investment Managers are recorded users of
SimCorp IBOR for Investment Book of Record (IBOR).
Companies using SimCorp IBOR are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using SimCorp IBOR are most concentrated in United States, Switzerland and France, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SimCorp IBOR across Americas, EMEA, and APAC.
Companies using SimCorp IBOR range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 66.67%, and global enterprises with 10,000+ employees - 33.33%.
Customers of SimCorp IBOR 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 IBOR customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Investment Book of Record (IBOR).