List of SunGard Global Plus 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 SunGard Global Plus 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 Global Plus 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 Global Plus for Portfolio and Investment Management include: Bank of Montreal, a Canada based Banking and Financial Services organisation with 53597 employees and revenues of $25.19 billion, Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion, BMO Nesbitt Burns, a Canada based Banking and Financial Services organisation with 2000 employees and revenues of $3.24 billion, Sumitomo Mitsui Trust Bank, a Japan based Banking and Financial Services organisation with 13608 employees and revenues of $2.00 billion, RBC Investor & Treasury Services, a Canada based Banking and Financial Services organisation with 4500 employees and revenues of $1.20 billion and many others.
Contact us if you need a completed and verified list of companies using SunGard Global Plus, 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 Global Plus 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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Bank of Montreal | Banking and Financial Services | 53597 | $25.2B | Canada | FIS Global | SunGard Global Plus | Portfolio and Investment Management | 2009 | n/a |
In 2009, Bank of Montreal implemented SunGard Global Plus as the FIS Global application supporting its Portfolio and Investment Management activities for Investment Management and Trusts and Estates. The SunGard Global Plus deployment was positioned as an institutional portfolio and accounting platform to underpin portfolio processing, client statement production, performance measurement, and compliance workflows within the broader investment operations.
Configuration and operational modules emphasized portfolio accounting and trade processing, client statement generation, performance measurement, and compliance controls aligned to FATCA, QI, CASL, and SOX requirements. The implementation included both system and manual control points and an ongoing program for enhancements and support, reflecting continuous tuning of reconciliations, reporting templates, and compliance rule sets.
Operational integration and platform oversight were managed alongside outsourced IT platform relationships, notably SS&C Pacer Persys and the Charles River Investment Management system which was implemented and supported as part of the investment technology stack. The deployment supported business functions across Investment Management, Trusts and Estates, and a centralized Business Support team, enabling coordinated processing, statement generation, and performance reporting across those functions.
Governance and program management were run through a Business Lead for Information Technology initiatives responsible for creation of technology business cases, risk management and oversight, management of a Business Support team, subject matter expertise for client statements and compliance initiatives, and involvement in new business acquisition activities. Ongoing responsibilities included management of enhancements to SunGard Global Plus, implementation of system and manual controls, and acting as subject matter expert for systems initiatives tied to performance measurement and regulatory compliance.
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BMO Nesbitt Burns | Banking and Financial Services | 2000 | $3.2B | Canada | FIS Global | SunGard Global Plus | Portfolio and Investment Management | 2020 | n/a |
In 2020, BMO Nesbitt Burns implemented SunGard Global Plus to support its Portfolio and Investment Management environment. The SunGard Global Plus deployment targeted the firm’s Book of Record and trading domain, providing daily operational capabilities to support over 2500 Private Wealth employees across Canada, including Investment Advisors, Investment Counsellors, trading teams, Sales Assistants and Portfolio Assistants.
The implementation configured SunGard Global Plus to deliver core portfolio and investment management capabilities such as position and custody accounting, trade processing and lifecycle orchestration, order management and reconciliation, and regulatory and client reporting workflows. Configuration work emphasized straight through processing and automated reconciliations consistent with book of record responsibilities, and the SunGard Global Plus application name appears as the primary platform for those functions.
SunGard Global Plus operated in a multi-product technology landscape alongside Charles River and FactSet, with the environment managed to ensure consistent reference data, market data feeds and reporting outputs across systems. Operational coverage was national, supporting private wealth operations across Canadian offices and interfacing with central project and technology teams for change control and release coordination.
Governance was organized around a product owner model, with a small central team of six staff providing leadership, day to day operational support and escalation for Client Solutions Trading and the Book of Record Domain. The product owner function served as the primary liaison between project and technology teams, prioritizing business initiatives, reviewing business processes for sustainability and defining future system enhancements for SunGard Global Plus.
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Buck Institute for Research on Aging | Education | 208 | $37M | United States | FIS Global | SunGard Global Plus | Portfolio and Investment Management | 2008 | n/a |
In 2008, Buck Institute for Research on Aging implemented SunGard Global Plus in the Portfolio and Investment Management category. The deployment targeted enterprise financial operations and research grants administration across the institute, leveraging SunGard Bi-Tech technology.
The implementation covered the SunGard Global Plus financial suite including accounts payable, accounts receivable, general ledger, encumbrances, purchasing and costing modules, with configuration oriented to grant accounting controls and encumbrance workflows. A parallel deployment of the SunGard Bi-Tech based Grants System supported approximately eight million dollars in annual funded awards, and handled up to thirty million dollars in grant submission volume.
The engagement involved upgrading from Infor Lawson, consolidating financial and grants workflows into SunGard Global Plus and the SunGard Bi-Tech Grants System, which streamlined business processes across finance and research administration. Governance changes emphasized centralized financial controls, grant specific accounting, and process standardization across affected business functions.
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Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | FIS Global | SunGard Global Plus | Portfolio and Investment Management | 2020 | n/a |
In 2020, Franklin Templeton implemented SunGard Global Plus as the front-end trading platform for FTCI, the firms private banking vertical, deploying the application within its Portfolio and Investment Management environment. SunGard Global Plus was positioned as a primary source system for trading and client reporting workflows that feed the firms DW and BI platform managed by the Cache team.
The engagement delivered two principal functional streams. The Statements Redesign workstream reengineered client statement generation to meet high net worth reporting standards, producing high level and detailed design documentation, Global structures to receive Global Plus extracts, and Cache load routines for the designed globals. Report selection was implemented through Householding logic using Cache Server Pages and a user interface was provisioned to maintain recipient configurations.
The implementation integrated SunGard Global Plus with multiple upstream and downstream systems explicitly named in project artifacts. Global Plus extracts were consolidated in Cache globals alongside data from FISERVE, LAPRO, and CAHSE, and formatted outputs were produced for downstream consumption by gifts tracking and treasury interfaces. AML related automation produced files in the Gifts web specified format, with formatted inputs from LA Pro, BankServ, and Fiserv, and automation of file transfers between external servers, Cache, and the Gift web server.
Operational and delivery controls were formalized across the project lifecycle. Teams executed analysis through production implementation with defined testing plans, manual and automated test execution orchestrated by Control M, and production deployments carried out via SERENA. The delivery included shell scripts for inbound file handling, detailed testing artifacts, and continual collaboration between business analysts, internal Global Plus and Extreme teams, and external consultants to align data requirements and test coverage.
The implementation prioritized client facing reporting and regulatory monitoring. The Statements Redesign was classified as a high priority program because the redesigned statements directly reach HNW clients, and the AML workstream focused on tracking transactional flows, account custodianship, and beneficiary linkages while providing interfaces for business and consultant analysis.
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RBC Investor & Treasury Services | Banking and Financial Services | 4500 | $1.2B | Canada | FIS Global | SunGard Global Plus | Portfolio and Investment Management | 2015 | n/a |
In 2015, RBC Investor & Treasury Services deployed SunGard Global Plus for Portfolio and Investment Management. The implementation supported the Trade and Settlement, Transaction Management team and is reflected in operational use by a Senior Administrator and team leads from November 2015 onward.
SunGard Global Plus was configured to support core transaction workflows including timely input and setup of trades, trade lookup and finalization, daily verification and settlement of transactions, and routine morning and end of day balancing. Functional coverage explicitly included client account management, daily cash and asset break monitoring and investigation, and production of monthly reports and statistics, reflecting standard operational modules for Portfolio and Investment Management.
The implementation operated in close operational integration with external market counterparties and custodial relationships, with daily settlement and verification interactions routed to the sub-custodian Bank of New York for USD and Arrow for CAD markets. Operations teams also maintained daily follow up processes with brokers and customer service representatives to resolve failing trades, indicating transactional connectivity and exception management workflows tied to settlement counterparties.
Governance and operating model changes included formalized training and knowledge transfer, ongoing staff cross-coverage for absences, and procedural ownership for daily reconciliations and report updates. The deployment emphasized operational continuity through documented morning and end of day balancing procedures and escalation paths for trade failures and cash or asset breaks.
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Banking and Financial Services | 13608 | $2.0B | Japan | FIS Global | SunGard Global Plus | Portfolio and Investment Management | 2012 | n/a |
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Buyer Intent: Companies Evaluating SunGard Global Plus
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SunGard Global Plus. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SunGard Global Plus for Portfolio and Investment Management include:
- McMaster University, a Canada based Education organization with 14800 Employees
- BOK Financial, a United States based Banking and Financial Services company with 4936 Employees
- Insight Global, a United States based Professional Services organization with 5000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD SunGard Global Plus Coverage
SunGard Global Plus is a Portfolio and Investment Management solution from FIS Global.
Companies worldwide use SunGard Global Plus, from small firms to large enterprises across 21+ industries.
Organizations such as Bank of Montreal, Franklin Templeton, BMO Nesbitt Burns, Sumitomo Mitsui Trust Bank and RBC Investor & Treasury Services are recorded users of
SunGard Global Plus for Portfolio and Investment Management.
Companies using SunGard Global Plus are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using SunGard Global Plus are most concentrated in Canada, United States and Japan, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SunGard Global Plus across Americas, EMEA, and APAC.
Companies using SunGard Global Plus range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 16.67%, large organizations with 1,001-10,000 employees - 33.33%, and global enterprises with 10,000+ employees - 50%.
Customers of SunGard Global Plus 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 SunGard Global Plus 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.