List of SimCorp Portfolio Workbench Customers
Copenhagen, 2300,
Denmark
Since 2010, our global team of researchers has been studying SimCorp Portfolio Workbench 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 Portfolio Workbench 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 Portfolio Workbench for Portfolio and Investment Management include: BPCE France, a France based Banking and Financial Services organisation with 103000 employees and revenues of $27.03 billion, Teacher Retirement System of Texas, a United States based Government organisation with 1237 employees and revenues of $2.39 billion, Mn Services Netherlands, a Netherlands based Banking and Financial Services organisation with 400 employees and revenues of $180.0 million, Canso Investment Counsel, a Canada based Professional Services organisation with 50 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using SimCorp Portfolio Workbench, 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 Portfolio Workbench 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
BPCE France | Banking and Financial Services | 103000 | $27.0B | France | SimCorp | SimCorp Portfolio Workbench | Portfolio and Investment Management | 2024 | n/a |
In 2024, BPCE France implemented SimCorp Portfolio Workbench to re-internalize and modernize investment accounting and reporting for its insurance operations in France. SimCorp Portfolio Workbench is deployed within the Portfolio and Investment Management category to centralize workflows across French accounting standards, IFRS, and Solvency II reporting regimes.
The deployment is aligned with SimCorp's front-to-back investment platform, configuring portfolio accounting, investment accounting engines, regulatory reporting templates, and consolidated reporting workflows typical of Portfolio and Investment Management solutions. Functional capabilities implemented emphasize accounting ledgers, valuation and position reconciliation, regulatory reporting output, and standardized reporting pipelines to support multi-standard reporting across French, IFRS and Solvency II frameworks.
Operational scope focuses on BPCE Insurance in France, centralizing processes across investment accounting and reporting teams and unifying governance for accounting and regulatory deliverables. The program is positioned as an internalization and governance consolidation initiative, with configuration, testing and staged cutover activities used to transition accounting and reporting processes onto the SimCorp platform as part of the rollout.
|
 |
Canso Investment Counsel | Professional Services | 50 | $5M | Canada | SimCorp | SimCorp Portfolio Workbench | Portfolio and Investment Management | 2025 | n/a |
In 2025, Canso Investment Counsel implemented SimCorp Portfolio Workbench as part of a SimCorp One deployment to consolidate portfolio and trade management onto a single front to back platform. The implementation targets Portfolio and Investment Management functions across Canso's Canadian investment, trading, and operations teams, centralizing portfolio management workflows and trade lifecycle processing. For a 50 employee professional services firm, the configuration emphasizes front office portfolio analytics, order management, and trade capture capabilities within SimCorp Portfolio Workbench.
The deployment configured Portfolio Workbench functionality inside SimCorp One to standardize position keeping, valuation workflows, and front to back reconciliation, and to streamline operational processes across investment management, trading, and operations. Integrations with external systems were not specified in the announcement, the program narrative centers on consolidation onto a single platform to drive operational efficiencies and support growth in Canada. Governance changes include establishing centralized process ownership for portfolio and trade lifecycle workflows and a phased rollout to Canadian operations to enable controlled adoption. The initiative is positioned to deliver operational efficiencies and support growth in Canada as described in the selection announcement.
|
 |
Mn Services Netherlands | Banking and Financial Services | 400 | $180M | Netherlands | SimCorp | SimCorp Portfolio Workbench | Portfolio and Investment Management | 2011 | n/a |
In 2011, Mn Services Netherlands implemented SimCorp Portfolio Workbench as a Portfolio and Investment Management solution to extend its in-house asset administration environment. The implementation was deployed to support cash flow based alternative investments and to complement the organization’s existing use of SimCorp Dimension as the main asset administration system.
The project centered on the SimCorp Portfolio Workbench Alternative Investment solution and a look-through methodology, configured for direct investments, private equity fund investments, and real estate investments. Functional capabilities implemented included portfolio-level and investment-level valuations, cash flow tracking, called and outstanding commitments reporting, and structured views of investment regions, underlying businesses, and investment managers to support oversight of private equity and real estate holdings. SimCorp consultants provided constant on-site assistance during configuration and testing which enabled a speedy and effective project implementation process.
Operational coverage focused on the firm’s alternative investment inventory, enabling front office and investment operations to produce reconciled, up-to-date overviews at any time of day. Integration was established to work alongside SimCorp Dimension for asset administration and valuation inputs, creating a complementary data flow between the two SimCorp products. The outcome reported by Mn Services Netherlands was an easy-to-use and accessible system that can produce comprehensive overviews of private equity and real estate investments with the latest valuations and commitment status.
|
 |
|
Government | 1237 | $2.4B | United States | SimCorp | SimCorp Portfolio Workbench | Portfolio and Investment Management | 2024 | n/a |
|
Buyer Intent: Companies Evaluating SimCorp Portfolio Workbench
- AQ Metrics, a Ireland based Professional Services organization with 60 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||