List of FIS Sungard InvesTier Customers

FIS

601 Riverside Avenue,
Jacksonville, 32204, FL,
United States

https://www.fisglobal.com/

1 904-438-6000

Professional Services

60000

$10.1B

Since 2010, our global team of researchers has been studying FIS Sungard InvesTier 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 InvesTier 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 Sungard InvesTier for Portfolio and Investment Management include: Morgan Stanley, a United States based Banking and Financial Services organisation with 80000 employees and revenues of $61.76 billion, SEI Investments, a United States based Banking and Financial Services organisation with 5061 employees and revenues of $1.92 billion, EJF Capital, Arlington, Va., a United States based Banking and Financial Services organisation with 50 employees and revenues of $6.0 million and many others.

Contact us if you need a completed and verified list of companies using FIS Sungard InvesTier, 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 InvesTier 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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Customer	Industry	Empl.	Revenue	Country	Vendor	Application	Category	When	SI	Insight Source
EJF Capital, Arlington, Va.	Banking and Financial Services	50	$6M	United States	FIS Global	FIS Sungard InvesTier	Portfolio and Investment Management	2011	n/a	In 2011, EJF Capital implemented FIS Sungard InvesTier together with SunGard VPM as its Portfolio and Investment Management platform to automate portfolio and partnership accounting operations. The deployment established FIS Sungard InvesTier as the central application for portfolio accounting and partnership accounting workflows, aligning the vendor products with the firm’s alternative investment strategies and fund structures. The implementation configured core functional modules typical of Portfolio and Investment Management software, including portfolio accounting ledgers, partnership accounting processes, and consolidated reporting and operational automation across fund entities. SunGard VPM and FIS Sungard InvesTier were used to centralize accounting workflow orchestration, data consolidation for fund-level accounting, and operational controls to support fund administration tasks. Operational coverage focused on EJF Capital’s finance, fund accounting, and operations teams that manage portfolios for qualified individuals, institutions, foundations, and endowments. Governance emphasized using a single-platform approach to standardize accounting procedures and fund reporting within the firm, with the FIS Sungard InvesTier implementation serving as the authoritative system for portfolio and partnership accounting.
Morgan Stanley	Banking and Financial Services	80000	$61.8B	United States	FIS Global	FIS Sungard InvesTier	Portfolio and Investment Management	2011	n/a	In 2011, Morgan Stanley implemented FIS Sungard InvesTier to support accounting and administration for a $4 billion assets under management managed futures platform. FIS Sungard InvesTier is deployed within the Portfolio and Investment Management category to review daily and month end net asset values, including management and incentive fee calculations, cash accounting, positions reconciliation and capital activity. Configuration emphasized portfolio accounting and NAV calculation capabilities, with functional workflows for fee calculation, cash and positions accounting and month end close orchestration. The FIS Sungard InvesTier implementation encapsulated fee accounting logic for both management fees and incentive fees, automated cash movement posting and maintained position level accounting required for the managed futures strategy. Operational scope covered the managed futures platform and the investment operations, fund accounting and finance teams that perform daily review and month end delivery. Processes centered on daily NAV validation, incentive fee computation and capital activity accounting, supporting standard fund administration and reconciliation routines used by the platform.
SEI Investments	Banking and Financial Services	5061	$1.9B	United States	FIS Global	FIS Sungard InvesTier	Portfolio and Investment Management	2010	n/a	In 2010, SEI Investments implemented FIS Sungard InvesTier as a global partnership and investor accounting solution within its Portfolio and Investment Management technology stack. The 2010 deployment focused on reviewing SEI client practices that hold side pocket investments with SunGard to identify a set of standardized best practices suitable for automation across both liquid and illiquid assets. Configuration work centered on investor accounting and calculation capabilities in FIS Sungard InvesTier, where SEI automated incentive fee calculations, capital transfer activity tracking, income and expense allocation methodologies, and an expanded cost basis release methodology on redemptions. These capabilities were implemented as configurable calculation and allocation rules within the FIS Sungard InvesTier environment, aligning accounting workflows and calculation engines with standardized methodologies. Operational coverage targeted SEI's client base holding side pocket investments and extended across global partnership accounts managed through the SunGard platform, impacting fund accounting, investor reporting, transfer agency coordination, and middle office operations. The implementation emphasized consistent allocation and fee governance across liquid and illiquid asset workflows, applying the automated methodologies to portfolio events such as transfers and redemptions. Governance changes included the codification of standardized best practices into system configuration and rule sets inside FIS Sungard InvesTier, enabling repeatable processing for incentive fees, capital movements, and cost basis releases. The narrative reflects a structured shift from manual variance in client practices toward centralized, automated investor accounting routines within the FIS Sungard InvesTier application.

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Buyer Intent: Companies Evaluating FIS Sungard InvesTier

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating FIS Sungard InvesTier. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating FIS Sungard InvesTier for Portfolio and Investment Management include:

Morgan Stanley, a United States based Banking and Financial Services organization with 80000 Employees
SEI Investments, a United States based Banking and Financial Services company with 5061 Employees
State of Massachusetts, a United States based Government organization with 87426 Employees

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