List of FIS InTrader 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 InTrader 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 InTrader 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 InTrader 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, Wells Fargo, a United States based Banking and Financial Services organisation with 205198 employees and revenues of $83.70 billion, Morgan Stanley, a United States based Banking and Financial Services organisation with 80000 employees and revenues of $61.76 billion, Royal Bank of Canada, a Canada based Banking and Financial Services organisation with 96628 employees and revenues of $48.64 billion, Mitsubishi UFJ Financial Group, a Japan based Banking and Financial Services organisation with 150800 employees and revenues of $46.76 billion and many others.
Contact us if you need a completed and verified list of companies using FIS InTrader, 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 InTrader 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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Alloya Corporate FCU | Banking and Financial Services | 160 | $23M | United States | FIS Global | FIS InTrader | Portfolio and Investment Management | 2002 | n/a |
In 2002, Alloya Corporate FCU implemented FIS InTrader within its Portfolio and Investment Management environment. The implementation supported net interest income and net income budget development, production of monthly earnings forecasts, variance analysis and management reporting across finance and treasury functions.
FIS InTrader was configured to support valuation workflows, interest income simulation and economic valuation simulations consistent with Portfolio and Investment Management practices. Configuration work included database development and application system management, and the team designed customized product and application system interfaces using Microsoft Access and Visual Basic to feed position and valuation data into the platform.
Operational integrations included coordination with interest rate risk and accounting applications administered by the same team, specifically ZM Financial, QRM, PALMS, BondEdge and Intrader. The deployment scope covered production of product profitability analysis and routine data exchanges to enable monthly forecasting and scenario valuation across treasury, finance and reporting processes.
Governance responsibilities were formalized around determination and adoption of assumptions and model components for budgeting, balance sheet valuation and income forecasting. The implementation team coordinated periodic system conversions, upgrades and enhancements, and developed and communicated performance reports to senior management, internal committees and governing agencies while providing recommendations in support of earnings objectives.
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AloStar Bank | Banking and Financial Services | 200 | $100M | United States | FIS Global | FIS InTrader | Portfolio and Investment Management | 2007 | n/a |
In 2007, AloStar Bank implemented FIS InTrader for Portfolio and Investment Management to operationalize investment trading, safekeeping, and bond accounting workflows. The deployment concentrated on back office trade processing and confirmation workflows that required daily operational cadence across trading and custody functions.
FIS InTrader was configured to generate investment trading purchase and sales confirmations on a daily basis and to post investment trades to both the Paragon system and FIS InTrader on a daily schedule. The implementation included trade clearing after settlement, setup of all new securities in Paragon and FIS InTrader, and support for conversions of new bond accounting and safekeeping customers. Reconcilement of all security positions across trading and safekeeping portfolios was established as a core operational capability, coupled with filing and retrieval processes for every investment trade confirmation.
The implementation integrated FIS InTrader with the banks Paragon environment to maintain synchronized posting and securities master data, preserving consistency between trading records and custody records. Operational coverage included investment operations, safekeeping and bond accounting teams, with daily settlement calls to customers, brokers and sales personnel embedded into the workflow to resolve settlement exceptions and confirm deliveries.
Governance and process structure emphasized daily reconciliation routines, documented filing and retrieval responsibilities for confirmations, and defined settlement call procedures to external parties. The project also formalized securities master setup processes and conversion support for incoming bond accounting and safekeeping customers, embedding these processes into the banks operational playbook for Portfolio and Investment Management.
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Bank of America | Banking and Financial Services | 213000 | $101.9B | United States | FIS Global | FIS InTrader | Portfolio and Investment Management | 2010 | n/a |
In 2010, Bank of America deployed FIS InTrader to support its Portfolio and Investment Management environment, aligning the application with investment operations and portfolio management functions. FIS InTrader was introduced into an existing ecosystem of desk and back office tools used for trade lifecycle processing and position management.
The FIS InTrader implementation focused on core trade capture and order management, position accounting, settlement workflow orchestration, and compliance and audit trail capabilities typical of Portfolio and Investment Management systems. Configuration work emphasized trade workflow rules, exception handling, and automated reconciliation routines to interface with downstream operational processes.
Integrations were established with a broad set of incumbent systems, including BroadRidge ICI (Impact), BPS, MCD, NEWS, FIRST, Nigel, GDI, Microsoft Access, Excel, PowerPoint, Word, Mercury/HP Quality Center, and Bloomber, reflecting a heterogenous mix of custodial, messaging, reference data, testing, and front office support systems. These integrations supported trade feed ingestion, position reconciliation, reference data synchronization, and test orchestration, enabling FIS InTrader to operate as a central trade processing node within the established application landscape.
Operational governance changes centered on centralizing trade lifecycle ownership into investment operations and formalizing reconciliation and exception management workflows. Quality assurance and release validation used Mercury/HP Quality Center as part of rollout governance, with configuration controls and operational runbooks instituted to manage trade processing consistency across the integrated systems.
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Bank of America Merrill Lynch | Banking and Financial Services | 50000 | $15.0B | United States | FIS Global | FIS InTrader | Portfolio and Investment Management | 2016 | n/a |
In 2016 Bank of America Merrill Lynch implemented FIS InTrader for Portfolio and Investment Management, deploying the application into front office and operations workflows to support trade capture and cash movement processes. The implementation is documented at the user task level by roles such as Operations Specialist II, who prepared reports for sales activity and loan activity and executed incoming and outgoing wire requests within the application environment.
FIS InTrader was used for trade entry and transaction processing alongside CashManager for cash operations, with QZ and FMTS referenced for end of day balancing and reconciliation. Functional capabilities in use included trade and wire entry, reporting for sales and loan activity, and debt servicing workflows covering advances and payments for intercompany loan requests, aligning with standard Portfolio and Investment Management order to settlement and reconciliation workflows.
Operational coverage centered on operations teams and debt servicing functions, with workflows that routed wire and trade requests through FIS InTrader and linked reconciliation outputs to QZ and FMTS for end of day balancing. Governance and process controls emphasized role based execution and reconciliation handoffs, with documented procedures for entering trades and wires, performing debt servicing steps, and executing end of day balancing using FIS InTrader in concert with CashManager, QZ and FMTS.
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Bank of Montreal | Banking and Financial Services | 53597 | $25.2B | Canada | FIS Global | FIS InTrader | Portfolio and Investment Management | 2016 | n/a |
In 2016 Bank of Montreal compiled Reg W reporting requirements and produced Reg W Technical Specifications that covered multiple trading and reporting vendor platforms, including Calypso, TraderEH, and FIS InTrader. The work explicitly positioned FIS InTrader inside the bank's Portfolio and Investment Management footprint to address regulatory reporting and trade-level data workflows.
The technical specifications defined end-to-end data mapping and reporting requirements from raw trade and position data ingestion through normalization, validation, enrichment, and dashboard and reporting end states. Specifications referenced category-aligned capabilities such as trade capture interfaces, position management and reconciliation, regulatory reporting pipelines, and analytics dashboards consistent with Portfolio and Investment Management systems.
Integrations were scoped to the vendor platforms Calypso, TraderEH, and FIS InTrader, with data mapping definitions that tied source feeds to reporting outputs and visualization layers. The deliverables served as governance artifacts for Reg W reporting, establishing data definitions, reporting frequency, and validation checks for adoption by the bank's trading operations and regulatory reporting teams.
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Banking and Financial Services | 4966 | $2.0B | United States | FIS Global | FIS InTrader | Portfolio and Investment Management | 2005 | n/a |
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Banking and Financial Services | 160 | $11M | United States | FIS Global | FIS InTrader | Portfolio and Investment Management | 2015 | n/a |
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Banking and Financial Services | 2300 | $4.4B | United States | FIS Global | FIS InTrader | Portfolio and Investment Management | 2009 | n/a |
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Banking and Financial Services | 10560 | $3.7B | United States | FIS Global | FIS InTrader | Portfolio and Investment Management | 2016 | n/a |
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Banking and Financial Services | 1238 | $433M | United States | FIS Global | FIS InTrader | Portfolio and Investment Management | 2015 | n/a |
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Buyer Intent: Companies Evaluating FIS InTrader
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating FIS InTrader. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating FIS InTrader for Portfolio and Investment Management include:
- Wowhead, a United States based Leisure and Hospitality organization with 10 Employees
- Becton Dickinson, a United States based Healthcare company with 72000 Employees
- Bankers Bank, a United States based Banking and Financial Services organization with 160 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD FIS InTrader Coverage
FIS InTrader is a Portfolio and Investment Management solution from FIS Global.
Companies worldwide use FIS InTrader, from small firms to large enterprises across 21+ industries.
Organizations such as Bank of America, Wells Fargo, Morgan Stanley, Royal Bank of Canada and Mitsubishi UFJ Financial Group are recorded users of
FIS InTrader for Portfolio and Investment Management.
Companies using FIS InTrader are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using FIS InTrader are most concentrated in United States, Canada and Japan, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of FIS InTrader across Americas, EMEA, and APAC.
Companies using FIS InTrader range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 20.41%, large organizations with 1,001-10,000 employees - 38.78%, and global enterprises with 10,000+ employees - 40.82%.
Customers of FIS InTrader 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 InTrader 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.