List of SunGard Asset Arena Customers
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Since 2010, our global team of researchers has been studying SunGard Asset Arena 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 SunGard Asset Arena 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 SunGard Asset Arena for Portfolio and Investment Management include: Covéa, a France based Insurance organisation with 23000 employees and revenues of $20.38 billion, Thrivent, a United States based Banking and Financial Services organisation with 3550 employees and revenues of $10.40 billion, Crédit Mutuel Asset Management, a France based Banking and Financial Services organisation with 250 employees and revenues of $620.0 million, Generali Investments Germany, a Germany based Banking and Financial Services organisation with 1500 employees and revenues of $350.0 million, Guggenheim Strategic Opportunities Fund, a United States based Banking and Financial Services organisation with 2000 employees and revenues of $190.0 million and many others.
Contact us if you need a completed and verified list of companies using SunGard Asset Arena, 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 SunGard Asset Arena 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 |
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Allianz Global Investors | Banking and Financial Services | 1500 | $102M | Germany | FIS Global | SunGard Asset Arena | Portfolio and Investment Management | 2001 | n/a |
In 2001 Allianz Global Investors implemented SunGard Asset Arena to support Portfolio and Investment Management across its France investment operations. One hundred and fifty Allianz Global Investors France staffers use SunGard Asset Arena, where the application is employed for investment accounting, position keeping and reporting to support portfolio and investment management workflows.
Deployed as a centralized instance for Allianz Global Investors France, SunGard Asset Arena is configured to manage front and back office investment operations and standard functional modules such as investment accounting, position maintenance, performance and compliance reporting, and portfolio control. Governance and operational oversight are aligned with middle office and IT teams at the France office, and Jean-Marc Voisin, head of IT at Allianz Global Investors France, reports that the firm has seen incredible benefits since incorporating this solution in 2001.
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Centaur a Waystone Group Company | Banking and Financial Services | 300 | $40M | Ireland | FIS Global | SunGard Asset Arena | Portfolio and Investment Management | 2015 | n/a |
In 2015 Centaur a Waystone Group Company implemented SunGard Asset Arena from FIS Global for Portfolio and Investment Management, embedding the application as a backbone component alongside HWM Mantra within its client reporting platform. The deployment is described as a robust yet flexible platform delivering open transparent customizable reporting to clients, with SunGard Asset Arena and HWM Mantra providing controlled price collection and quasi custody workflows.
SunGard Asset Arena was configured to provide fully integrated multi currency investment accounting and a general ledger application, including systematic P&L allocation. Functional modules implemented include investment accounting, general ledger posting, price collection orchestration and quasi custody processing, aligned to standard portfolio accounting workflows.
The implementation incorporates inbuilt compliance and AML reporting and tracking for the fund and its investors to satisfy regulatory requirements. A fully integrated investor and performance fee system was deployed supporting equalization, series of shares, tiered fees and hurdles, tying fee calculations directly to accounting and investor records.
Operational coverage centers on fund operations, investment accounting, compliance and investor reporting, with fully customized reporting and data extracts delivered to managers, investors and fund boards. Secure manager and investor web access and reporting are provisioned through SunGard Asset Arena to centralize investor statements and performance reporting.
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Covéa | Insurance | 23000 | $20.4B | France | FIS Global | SunGard Asset Arena | Portfolio and Investment Management | 2010 | n/a |
In 2010 Covéa implemented SunGard Asset Arena to support Portfolio and Investment Management. The deployment for Covéa Finance in Paris was executed during a multi-year program spanning January 2010 to May 2013, focusing on front-to-back investment operations and operational consolidation within the investment function.
The implementation configured SunGard Asset Arena's Manager, Trader and Compliance modules, aligning portfolio administration, order management and compliance monitoring into a single application dataset. Functional workstreams included portfolio accounting, trade capture and lifecycle management, pre- and post-trade compliance rules configuration and position and cash reconciliation workflows that are standard in Portfolio and Investment Management environments.
Operational coverage targeted investment management and trading teams at Covéa Finance, with the system supporting portfolio managers, traders and middle office control functions in Paris. Integrations were delivered in line with front-to-back investment workflows, connecting order management and trade capture to portfolio accounting and compliance monitoring while consolidating instrument, position and valuation records.
Governance for the program was organized around business analyst led configuration cycles and a staged rollout, with activities including requirements definition, compliance rules tuning, user acceptance testing and operator training across investment operations. SunGard Asset Arena was established as the core application for Portfolio and Investment Management within Covéa's investment organization during the stated period.
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Crédit Mutuel Asset Management | Banking and Financial Services | 250 | $620M | France | FIS Global | SunGard Asset Arena | Portfolio and Investment Management | 2010 | n/a |
In 2010, Crédit Mutuel Asset Management completed deployment activities for SunGard Asset Arena as a Portfolio and Investment Management implementation focused on institutional investment accounting and client reporting processes. The engagement included multi-year on-site consulting and account management activities that culminated in production stabilization in 2010.
SunGard Asset Arena Investment Accounting was implemented alongside Asset Arena Warehouse and Asset Arena Client Portal modules, with explicit workstreams for accounting ledger configuration, data warehousing for position and transaction history, and client facing reporting. The program also included a technical upgrade path for the AAIA investment accounting schema, executing an AAIA GP3v2 to AAIA GP3v3 migration and ongoing configuration of the investment accounting engine.
The project delivered country-specific tax rule support through deployment of German and Austrian tax figures, reflecting localized tax reporting and withholding calculation requirements within the SunGard Asset Arena environment. Operational coverage was centered on the Région de Paris on-site delivery model, and functional impact extended to finance, tax, operations, and client services teams responsible for recordkeeping, reconciliations, and client reporting workflows.
Governance and program management included a steering committee with executive follow-up, day to day supervision of one to two consultants, administrative controls for billable time and maintenance work, and coordination with internal finance for billing. Project sizing cited approximately 350 man days for the Warehouse and Client Portal installation and 120 man days for the tax figures deployment, with ongoing daily business monitoring and management of change requests within SunGard Asset Arena.
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EFA - European Fund Administration | Banking and Financial Services | 470 | $150M | Luxembourg | FIS Global | SunGard Asset Arena | Portfolio and Investment Management | 2008 | n/a |
In 2008 European Fund Administration implemented SunGard Asset Arena as its Portfolio and Investment Management application in Luxembourg, formalizing the platform for fund compliance and client servicing workflows. The deployment was centered on compliance functionality and direct support for institutional clients managed by the Fund Compliance team.
Implementation work concentrated on configuring the SunGard Asset Arena Compliance capabilities, including the setup of investment restrictions rules and GP related compliance logic. The EFA team executed test and delivery cycles, managed bug fixes and coordinated new release activities for Asset Arena Compliance while maintaining rule sets that governed fund-level investment constraints.
Operational coverage included the Fund Compliance Officer function, client-facing issue analysis and resolution, and dedicated client training alongside internal training programs. Activities documented in the implementation record show routine client meetings with shareholders and ongoing handling of institutional client queries, reflecting a blend of compliance automation and human-led client operations.
Governance for the rollout emphasized rules administration, iterative testing, and release management, with the compliance function owning configuration and escalation for delivery issues. The narrative highlights SunGard Asset Arena as the operational compliance engine within EFAs Portfolio and Investment Management environment, supporting compliance controls, testing workflows, and client enablement processes.
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Banking and Financial Services | 15 | $4M | France | FIS Global | SunGard Asset Arena | Portfolio and Investment Management | 2012 | n/a |
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Banking and Financial Services | 1500 | $350M | Germany | FIS Global | SunGard Asset Arena | Portfolio and Investment Management | 2010 | n/a |
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Banking and Financial Services | 2000 | $190M | United States | FIS Global | SunGard Asset Arena | Portfolio and Investment Management | 2009 | n/a |
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Banking and Financial Services | 246 | $76M | Switzerland | FIS Global | SunGard Asset Arena | Portfolio and Investment Management | 2010 | n/a |
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Banking and Financial Services | 3550 | $10.4B | United States | FIS Global | SunGard Asset Arena | Portfolio and Investment Management | 2011 | n/a |
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Buyer Intent: Companies Evaluating SunGard Asset Arena
- Suprema Korea, a South Korea based Manufacturing organization with 219 Employees
- JPMorgan Chase, a United States based Banking and Financial Services company with 317233 Employees
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