List of FIS SunGard AddVantage Customers
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United States
Since 2010, our global team of researchers has been studying FIS SunGard AddVantage 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 SunGard AddVantage for Asset and Wealth 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 SunGard AddVantage for Asset and Wealth Management include: Regions Bank, a United States based Banking and Financial Services organisation with 19969 employees and revenues of $7.53 billion, Natixis Global Asset Management, a United States based Banking and Financial Services organisation with 4700 employees and revenues of $5.97 billion, First Republic Bank, a United States based Banking and Financial Services organisation with 7200 employees and revenues of $5.77 billion, Brown Brothers Harriman, a United States based Banking and Financial Services organisation with 6000 employees and revenues of $3.10 billion and many others.
Contact us if you need a completed and verified list of companies using FIS SunGard AddVantage, 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 TRM software purchases.
The FIS SunGard AddVantage 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 TRM 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 | Insight Source |
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Brown Brothers Harriman | Banking and Financial Services | 6000 | $3.1B | United States | FIS Global | FIS SunGard AddVantage | Asset and Wealth Management | 2010 | n/a | In 2010 Brown Brothers Harriman implemented FIS SunGard AddVantage as a core platform in its Asset and Wealth Management environment for Private Banking and Wealth Management operations. The deployment established FIS SunGard AddVantage as the primary account processing and post-trade ledger system supporting client servicing and middle office workflows. The implementation included a conversion from CheckFree APL to FIS AddVantage and First Rate in 2010, and the introduction of an omnibus account structure to support consolidated custody and sub-accounting. Functional capabilities configured during the project encompassed account processing, client statement feeds, and integration points required for investor accounting and reporting. Operational integrations executed as part of the rollout included a migration of order management functionality from Charles River OMS to Investor View and a client channel migration from BBH OnLine to FIS Weblink, aligning front-office client portals with the new processing backbone. The program supported Private Banking, relationship management, operations, risk, and investment professionals by centralizing portfolio and account data and enabling ad-hoc query and reporting workflows that draw from disparate systems. Governance and execution were led by an internal lead analyst responsible for the conversion, with the project described as a successful conversion that also encompassed omnibus structure adoption and system-to-system mapping for account and order flows. Brown Brothers Harriman FIS SunGard AddVantage Asset and Wealth Management Private Banking/Wealth Management captures the relationship between company, application, category, and impacted business functions. | |
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First Republic Bank | Banking and Financial Services | 7200 | $5.8B | United States | FIS Global | FIS SunGard AddVantage | Asset and Wealth Management | 2013 | n/a | In 2013, First Republic Bank implemented FIS SunGard AddVantage as its enterprise platform for Asset and Wealth Management, positioning FIS SunGard AddVantage to support portfolio accounting and client servicing workflows. The implementation was framed as an enterprise wealth platform to unify portfolio accounting, performance measurement, client reporting, and trade processing functions within the bank. Configuration of FIS SunGard AddVantage focused on standard Asset and Wealth Management capabilities, including multi-asset portfolio accounting ledgers, automated performance calculation engines, customizable client reporting, trade capture and lifecycle processing, and reconciliation automation. The project emphasized configuration over customization, using native modules for accounting rules, fee schedules, and reporting templates aligned to private banking and wealth advisory practices. Operational coverage centered on core wealth management and private banking business functions, with the application serving advisory, portfolio management, and middle-office operations. Deployment architecture emphasized a centralized platform approach, consolidating position and transaction data to establish a single source of record for portfolio accounting and reporting within the Asset and Wealth Management domain. Governance and operational process changes accompanied the rollout, instituting role based access controls, standardized chart of accounts for investment portfolios, and formal change control for accounting rulesets and report templates. The implementation narrative for First Republic Bank shows FIS SunGard AddVantage used as the bank level platform to support controlled, auditable wealth operations and standardized client reporting workflows. | |
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Natixis Global Asset Management | Banking and Financial Services | 4700 | $6.0B | United States | FIS Global | FIS SunGard AddVantage | Asset and Wealth Management | 2007 | n/a | In 2007 Natixis Global Asset Management implemented FIS SunGard AddVantage to consolidate core investment operations. The implementation targeted Asset and Wealth Management capabilities and was provisioned with SunGard Charlotte referenced as the internal operational node for the application footprint. FIS SunGard AddVantage was configured to deliver standard Asset and Wealth Management functionality, including portfolio accounting, trade processing, performance measurement, client reporting and reconciliation workflows. Configuration emphasized centralized accounting ledgers, automated trade lifecycle processing and scheduled reporting orchestration to support portfolio operations and middle-office control functions. The deployment integrated with front-to-back workflows typical for asset managers, including order management touchpoints, custody interfaces, fee billing feeds and general ledger posting processes, while remaining focused on Natixis Global Asset Management operations in the United States. Governance centered on standardized configuration management, role based access and audit oriented reporting to align portfolio operations, middle office and finance teams with consistent operational procedures. | |
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Banking and Financial Services | 19969 | $7.5B | United States | FIS Global | FIS SunGard AddVantage | Asset and Wealth Management | 2009 | n/a |
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Buyer Intent: Companies Evaluating FIS SunGard AddVantage
- Neuberger Berman Private Markets, a United States based Banking and Financial Services organization with 2885 Employees
- Garden State Trust, a United States based Banking and Financial Services company with 16 Employees
- Automation Exchange., a United States based Professional Services organization with 40 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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