List of Temenos FundSuite Customers
Geneva, 1205,
Switzerland
Since 2010, our global team of researchers has been studying Temenos FundSuite 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 Temenos FundSuite 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 Temenos FundSuite for Portfolio and Investment Management include: Credit Suisse, part of UBS Group, a Switzerland based Banking and Financial Services organisation with 28840 employees and revenues of $23.47 billion, UMB Bank, a United States based Banking and Financial Services organisation with 3698 employees and revenues of $1.47 billion, BNP Paribas Securities Corp., a United States based Banking and Financial Services organisation with 612 employees and revenues of $438.0 million, Curo Fund Services, a South Africa based Banking and Financial Services organisation with 300 employees and revenues of $40.0 million and many others.
Contact us if you need a completed and verified list of companies using Temenos FundSuite, 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 Temenos FundSuite 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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BNP Paribas Securities Corp. | Banking and Financial Services | 612 | $438M | United States | Temenos | Temenos FundSuite | Portfolio and Investment Management | 2009 | n/a |
In 2009 BNP Paribas Securities Corp. completed a major migration of Fortis assets onto Temenos FundSuite to standardize localized accounting and reporting across multiple jurisdictions. Temenos FundSuite is used as the Portfolio and Investment Management application to support fund accounting and transfer agency operations within the firm.
The deployment included implementation of Multifonds Global Accounting and Multifonds Global Investor modules, delivering core fund accounting, investor servicing and transfer agency functionality. Configuration work focused on supporting localized accounting rules, multi-currency ledgers and investor record management, with automation of standard reconciliation and reporting workflows typical of high-volume fund operations.
Operational coverage extended across BNP Paribas Securities Corp. securities services back-office sites and jurisdictions where the firm maintains funds and investor records, centralizing global accounting while preserving local reporting configurations. The platform was positioned to support bookkeeping, transfer agency processing and investor servicing teams under a unified application layer, consistent with Portfolio and Investment Management operational terminology.
Governance and rollout centered on consolidation of Fortis assets onto a single Multifonds instance and standardization of reporting and accounting processes across jurisdictions. The vendor relationship was later extended in 2020, and vendor and customer statements explicitly reference Multifonds Global Accounting and Multifonds Global Investor as the deployed solutions.
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Credit Suisse, part of UBS Group | Banking and Financial Services | 28840 | $23.5B | Switzerland | Temenos | Temenos FundSuite | Portfolio and Investment Management | 2017 | n/a |
In 2017, Credit Suisse implemented Temenos FundSuite to address slow, paper based fund administration workflows. Temenos FundSuite is deployed as a Portfolio and Investment Management solution supporting the Fund Services team that manages assets for more than 700 clients across Europe.
The deployment centralized routine net asset value calculations and control workflows, automating value calculations and exception handling while instrumenting alerting so the wealth management team receives a message when FundSuite identifies calculation errors. Temenos FundSuite replaced paper based steps with automated workflows, shifting everyday calculation and control work away from manual processing. Configuration emphasis included fund accounting automation, exception routing, and computation validation to reduce repetitive use of skilled employees time.
Operational scope covered Fund Services and the broader wealth management function across European operations, with governance layered around automated exception alerts and workflow escalation to preserve control while changing handoffs. Process transformation focused on replacing manual checkpoints with system driven validation and messaging, enabling staff to reallocate time to more value add tasks. The implementation is reported to save huge amounts of time by freeing skilled employees from routine calculation and control work.
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Curo Fund Services | Banking and Financial Services | 300 | $40M | South Africa | Temenos | Temenos FundSuite | Portfolio and Investment Management | 2018 | n/a |
In 2018, Curo Fund Services announced deployment of Temenos FundSuite to consolidate fund administration and centralize core accounting across its South Africa operations. The Temenos FundSuite implementation targeted consolidation of more than 3,000 funds from multiple existing instances onto a single platform, placing the program squarely in the Portfolio and Investment Management category.
The implementation included Temenos FundSuite, including the Multifonds Global Accounting module, and focused on centralizing fund accounting and automation of routine administration workflows. Configuration work emphasized a single accounting engine, standardized record to report processes, and automated reconciliation and posting sequences consistent with Portfolio and Investment Management functional patterns.
Operational scope covered fund administration, accounting, and operations teams within Curo Fund Services in South Africa, bringing dispersed fund records into a unified operational model. The rollout was organized as a phased program, aligning first-phase functional coverage to accounting and fund reporting processes prior to broader administration features.
Governance followed a staged go-live approach, the engagement was announced in 2018 and first-phase go-live activities were completed by 2021, and vendor communications cite use of the Multifonds Global Accounting capability. Vendor and customer statements indicate the deployment improved automation and reduced operational complexity as part of the consolidation effort.
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Banking and Financial Services | 3698 | $1.5B | United States | Temenos | Temenos FundSuite | Portfolio and Investment Management | 2018 | n/a |
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