List of FIS AvantGard APS2 Customers
FIS
347 Riverside Ave.,
Jacksonville, 32202, FL,
United States
Jacksonville, 32202, FL,
United States
1 904-438-6000
Professional Services
44000
$10.7B
Since 2010, our global team of researchers has been studying FIS AvantGard APS2 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 FIS AvantGard APS2 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 FIS AvantGard APS2 for Portfolio and Investment Management include: Bank of America, a United States based Banking and Financial Services organisation with 213000 employees and revenues of $101.89 billion, Citigroup, a United States based Banking and Financial Services organisation with 230000 employees and revenues of $81.09 billion, American Express, a United States based Banking and Financial Services organisation with 75100 employees and revenues of $65.95 billion, County Of Los Angeles, Treasurer and Tax Collector, a United States based Government organisation with 112000 employees and revenues of $35.50 billion, Visa, a United States based Banking and Financial Services organisation with 28800 employees and revenues of $32.65 billion and many others.
Contact us if you need a completed and verified list of companies using FIS AvantGard APS2, 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 ERP Financial Management software purchases.
The FIS AvantGard APS2 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 ERP Financial Management 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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AgriBank | Banking and Financial Services | 1000 | $691M | United States | FIS Global | FIS AvantGard APS2 | Portfolio and Investment Management | 2014 | n/a |
In 2014, AgriBank implemented FIS AvantGard APS2 for Portfolio and Investment Management. The deployment positioned FIS AvantGard APS2 inside the bank's Finance Operations organization to support trade processing, portfolio accounting, and securities operations for association customers.
The implementation centered on trade capture and settlement capabilities, with configuration to support daily investment and debt trade entry workflows. FIS AvantGard APS2 was used alongside Quantum for front office and operational trade entry, and the solution was configured to manage portfolio accounting, cash management, position keeping, and securities processing for a broad set of instruments including fixed income, money market, mortgage backed, asset backed, corporate floating rate notes, callable debt, swaps, swaptions, caps, and U.S. agencies.
Operational integrations included explicit handoffs between Quantum and FIS AvantGard APS2 for trade input, and reconciliations between APS2 activity and assigned correspondent bank accounts and the general ledger. The scope of operations reflected the Finance Operations team and client support for the Bank's Associations, with daily operational coverage for trade lifecycle events and cash settlements.
Governance and workflow changes emphasized role‑level operational responsibilities, where Finance Operations Specialists entered trades in Quantum and APS2, executed reconciliations for correspondent bank and general ledger accounts, and supported clients across multiple operational systems. Operational controls and documented procedures were implemented to align securities and investment operations with US capital markets instruments.
The implementation narrative links AgriBank, FIS AvantGard APS2, Portfolio and Investment Management, and finance operations, describing a configuration oriented toward trade capture, reconciliation, cash management, and securities processing within the bank's operational support structure.
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American Express | Banking and Financial Services | 75100 | $65.9B | United States | FIS Global | FIS AvantGard APS2 | Portfolio and Investment Management | 2013 | n/a |
In 2013, American Express implemented FIS AvantGard APS2 as part of a treasury systems program alongside Quantum v5. FIS AvantGard APS2 was deployed to address Portfolio and Investment Management responsibilities within the corporate treasury and investment operations.
The engagement was structured around project management work streams covering configuration, testing, and cutover for the FIS AvantGard APS2 deployment. Functional capabilities implemented aligned with Portfolio and Investment Management norms, including investment position management, settlement processing, and investment accounting configuration, with automation of core portfolio workflows and reconciliation controls.
Implementation coordination treated Quantum v5 and APS2 as complementary components of the broader treasury management footprint, with project streams organized to synchronize data flows, interface sequencing, and end to end testing between the platforms. Operational scope focused on treasury and investment management teams at American Express, concentrating on cash and investment operations, accounting handoffs, and control points.
Program governance was executed through a centralized PMO model driving phased rollout, formal testing cycles, and staged data conversion checkpoints. Work streams emphasized change control, role based access configuration, and operational runbooks to support handoff to treasury operations for steady state use of FIS AvantGard APS2.
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Arkansas State Legislature | Government | 50 | $5M | United States | FIS Global | FIS AvantGard APS2 | Portfolio and Investment Management | 2017 | n/a |
In 2017 Arkansas State Legislature implemented FIS AvantGard APS2 as its Portfolio and Investment Management platform. FIS AvantGard APS2 functions as the legislature's core system for investment accounting, portfolio accounting, performance measurement, and cash management, supporting investment oversight and financial recordkeeping activities.
The implementation concentrated on modules aligned with Portfolio and Investment Management workflows, including portfolio accounting, security master, trade capture and lifecycle processing, performance measurement, and cash and position management. Integration details are not specified, the deployment instead established consistent trade capture, settlement and reconciliation processes used by the legislature's finance and investment oversight functions. Governance was organized around role based access controls and approval workflows that separate portfolio administration from oversight responsibilities, and the rollout standardized periodic reconciliation and reporting cycles across the affected legislative finance users. Arkansas State Legislature FIS AvantGard APS2 Portfolio and Investment Management supports the investment accounting and oversight business function for the organization.
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Banco Santander Puerto Rico | Banking and Financial Services | 3133 | $903M | United States | FIS Global | FIS AvantGard APS2 | Portfolio and Investment Management | 2015 | n/a |
In 2015 Banco Santander Puerto Rico implemented FIS AvantGard APS2 as its Portfolio and Investment Management platform to centralize custody and investment servicing workflows. The deployment was administered under a security operations model where the information security administrator managed sensitive access and account control across bank domains and servers.
FIS AvantGard APS2 was configured to support core portfolio and investment management capabilities including portfolio accounting, trade processing, position and cash management, and regulatory reporting, aligning with typical functional modules in the Portfolio and Investment Management category. Configuration work emphasized role based access, group membership mapping, and segregation of duties controls to protect sensitive financial and client data.
Operational integrations included Active Directory on Windows Server for user provisioning and remote access management across multiple domains and servers, and operational access governance for a broad set of bank applications. Explicitly supported applications where access was managed alongside APS2 included Altair, Etime, Peoplesoft, Transunion, Team track, E3, Fidelity, Bank trade, Collaterals, Coverall, Citi Direct, Bofa, Experian, JP Morgan, Equifax, Eli, E-Oscar, Oracle Discover, Large Cash, Cacs, Assist, USDA, FHA connection, Pep+, PayPlus, AFS Citrix, Caja Plus, Ondemand, Deutsche Bank, Valery, Entre Todos, Santander te llama, Plataforma Comercial, Model office, and Garra.
Governance and operational practices centered on a security administrator model responsible for user lifecycle tasks, unlocking accounts, password management, and 24/7 support to call center operations. Access governance emphasized group level controls in Active Directory, remote administration across domains, and application level entitlements for FIS AvantGard APS2 and the integrated application set.
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Bank of America | Banking and Financial Services | 213000 | $101.9B | United States | FIS Global | FIS AvantGard APS2 | Portfolio and Investment Management | 2011 | n/a |
In 2011, Bank of America deployed FIS AvantGard APS2, a Portfolio and Investment Management application, to centralize retirement plan recordkeeping for the organization. The initiative targeted a rewritten instance of FIS AvantGard APS2 that would serve as the authoritative system for plan and fund master data used in 401K administration.
The FIS AvantGard APS2 implementation maintained all the plan and fund information for every 401K plan that Bank of America Merrill Lynch record kept for, covering master plan structures, fund lineups, and eligibility attributes. The solution included bulk maintenance and automation capabilities that enabled mass fund changes across plans and automated propagation of those changes to related records.
APS2 was configured to keep the rest of the retirement systems plan information up to date in real time, providing continuous synchronization between the portfolio and investment data hub and downstream retirement platforms. Operational coverage focused on retirement operations and plan administration business functions responsible for 401K recordkeeping within Bank of America Merrill Lynch.
Project governance centered on oversight of testing and production implementation phases and a controlled rollout into core plan administration workflows. The mass fund change capability explicitly lowered operating costs by reducing manual processing steps, as documented in implementation notes.
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Banking and Financial Services | 50000 | $15.0B | United States | FIS Global | FIS AvantGard APS2 | Portfolio and Investment Management | 2011 | n/a |
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Banking and Financial Services | 230000 | $81.1B | United States | FIS Global | FIS AvantGard APS2 | Portfolio and Investment Management | 2008 | n/a |
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Government | 1400 | $228M | United States | FIS Global | FIS AvantGard APS2 | Portfolio and Investment Management | 2016 | n/a |
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Government | 14994 | $5.2B | United States | FIS Global | FIS AvantGard APS2 | Portfolio and Investment Management | 2000 | n/a |
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Government | 350 | $40M | United States | FIS Global | FIS AvantGard APS2 | Portfolio and Investment Management | 2016 | n/a |
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Buyer Intent: Companies Evaluating FIS AvantGard APS2
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating FIS AvantGard APS2. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating FIS AvantGard APS2 for Portfolio and Investment Management include:
- Anglo American, a United Kingdom based Oil, Gas and Chemicals organization with 55000 Employees
- JEA USA, a United States based Utilities company with 1877 Employees
- Country of Los Angeles, a United States based Government organization with 112000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
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Anglo American | Oil, Gas and Chemicals | 55000 | $36.0B | United Kingdom | 2025-10-08 |
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JEA USA | Utilities | 1877 | $560M | United States | 2025-09-17 |
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Country of Los Angeles | Government | 112000 | $35.5B | United States | 2025-02-18 |
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Banking and Financial Services | 1000 | $250M | United States | 2025-02-06 |
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Government | 2300 | $650M | United States | 2024-08-20 |
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Professional Services | 150 | $15M | Australia | 2024-06-17 |
FAQ - APPS RUN THE WORLD FIS AvantGard APS2 Coverage
FIS AvantGard APS2 is a Portfolio and Investment Management solution from FIS Global.
Companies worldwide use FIS AvantGard APS2, from small firms to large enterprises across 21+ industries.
Organizations such as Bank of America, Citigroup, American Express, County Of Los Angeles, Treasurer and Tax Collector and Visa are recorded users of
FIS AvantGard APS2 for Portfolio and Investment Management.
Companies using FIS AvantGard APS2 are most concentrated in Banking and Financial Services and Government, with adoption spanning over 21 industries.
Companies using FIS AvantGard APS2 are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of FIS AvantGard APS2 across Americas, EMEA, and APAC.
Companies using FIS AvantGard APS2 range from small businesses with 0-100 employees - 2.7%, to mid-sized firms with 101-1,000 employees - 24.32%, large organizations with 1,001-10,000 employees - 24.32%, and global enterprises with 10,000+ employees - 48.65%.
Customers of FIS AvantGard APS2 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 FIS AvantGard APS2 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.