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| Businesses: | | Solutions used for: | | Solutions used by: | | Principal brands/services: | | Leadership: |
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| Investment Support Systems Revenue: $1.61 billion—2003 / $1.41 billion—2002 |
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Brokerage & Trading Revenue $541 million – 2003 $405 million – 2002 | | Integrated straight-through processing for trade analysis, capture, matching, routing, confirmation, clearance, settlement, accounting and reporting. | | Broker/dealers, trading and sales desks in banks, proprietary trading firms and hedge funds. | | BRASS; FRONT ARENA; MicroHedge; UMA; U2 | | 70% of Nasdaq trade orders flow through SunGard systems. |
| | | | | Bank and brokerage back-offices, and clearing firms in the U.S. and U.K. Futures back-offices worldwide. | | GMI; InTrader; Octagon; Phase3; SunGard Stream | | 75 exchanges worldwide are supported by SunGard futures
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| | | Brokerage, execution and clearing services. | | Broker/dealers, institutional investors and professional traders, mostly in North America. | | BRUT; HammerTrade; SunGard Transaction Network | | 1,800 asset managers, 700 issuers and 90 broker/dealers are connected to the SunGard Transaction Network. 5 million transactions/day are processed on SunGard systems. |
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Wealth Management Revenue $286 million – 2003 $279 million – 2002 | | Integrated wealth management, asset accounting, portfolio management, trust accounting, trust tax services, securities lending and custody back-office processing. | | Private banks, trust banks, brokers, investment advisors, custodians and fiduciaries worldwide. | | AddVantage; Charlotte; Custody Services; Global One; Global Plus; Loanet; OmniLend; SunGard Wealth Management Services; Trust Tax Services of America; WorldLend | | 750 trust banks manage $2.5 trillion in assets on SunGard systems. $5 trillion in securities loans are processed on SunGard systems. |
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| | | Financial planning and asset allocation. On-line trading and market data services. Compliance monitoring. | | Brokers, financial planners, investment advisors, and fiduciaries, mostly in North America. | | BrokerWare; Frontier; PlanningStation; PowerData; PowerPartner; PowerPortal; PowerStation; Synapse; Tradeline; WealthStation; WebPlaid | | 40,000 investment advisors offer financial planning services using SunGard systems. |
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Treasury & Risk Management Revenue $327 million – 2003 $268 million – 2002 | | Market and credit risk management. Asset and liability management. Derivatives trading and back-office processing. Systems integration, project management and consulting services. | | Trading departments dealing in derivatives and related instruments in banks, specialized finance companies and hedge funds worldwide. | | Adaptiv; BancWare; Credient; Infinity; Monis; Opus; Panorama; Reech | | 400 OTC derivatives trading organizations use SunGard systems. |
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| | | Processing of energy transactions, energy trading and energy risk management. | | Utilities, power generating companies, energy traders and marketers, and distribution companies. | | Entegrate; Entegrate NG | | 200 energy industry participants trade and process 3 billion megawatt hours of power and 100 Bcf of gas per day on SunGard systems. |
| | | Global corporate treasury functions including cash management and transaction initiation. | | Treasury departments of corporations and banks worldwide. | | AvantGard/APS 2; AvantGard/ETX; AvantGard/GTM; AvantGard/ICMS; AvantGard/Quantum; AvantGard/ResIQ | | 47 Fortune 100 corporations use SunGard systems. |
| | | Payments exception management and reconciliation and messaging. | | Correspondent and clearing banks. Asset managers and custodians. | | intelliMATCH EP; intelliTRACS; MINT Knowledge Family; STeP; Stor/QM PLUS | | 15 of the world’s 20 largest financial services companies use SunGard systems for messaging or exception management. |
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Investment Management* Revenue $192 million – 2003 $178 million – 2002 | | Institutional investment accounting, portfolio management and performance measurement. | | Institutional asset managers, mutual funds, hedge funds, funds of funds, banks, prime brokers and third party administrators worldwide. | | Decalog; GP3; HedgePower; IMPower; INVEST ONE; InvesTier; V3; XAMIN | | Investment managers, banks, hedge funds, insurance companies, and custodians manage $10 trillion in assets on SunGard systems. |
| | | Integrated front-to-back office support for private banking. | | International private banks mostly in Switzerland and Luxembourg. | | APSYS III | | |
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Benefit, Insurance & Investor Accounting* Revenue $260 million – 2003 $278 million—2002 | | Participant accounting, recordkeeping, workflow management and document generation for 401(k) plan administration. | | Retirement plan administrators including mutual funds and banks, mostly in the U.S. | | MACESS; OmniDBEN; OmniPay; OmniPlus; PowerImage; Relius Administration; Relius Documents; Relius Government Forms | | 50 million retirement plan accounts are processed on SunGard systems. |
| | | Investor accounting, recordkeeping and workflow management for equities, bonds and mutual funds. | | Corporate trustees, transfer agents, banks and mutual funds. | | BondMaster; CertMaster; CSSII; Investar*ONE; SUNSTAR; Trustware Corporate Trust | | 25 million mutual fund, equity and bond holders with $10 trillion in assets are managed on SunGard systems. The top six corporate trust agents use SunGard systems for their debt recordkeeping. |
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| | | Sales support, benefit and policy administration, financial accounting, portfolio management, statutory accounting and reporting for all lines of insurance. | | Insurance companies and agents, and financial services companies. | | ABC; Amarta; CDS; EAS; EFS; EPS; FrontTier; ProCede; ProGen; SunGard AIMS; SunGard COMPASS; SunGard Financials; SunGard VIP | | 2,000 insurance companies including 7 of the top 10 U.S. life insurance carriers use SunGard systems. |
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| Availability Services Revenue: $1.17 billion—2003 / $1.05 billion—2002 |
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| | | Access to mission-critical data and systems through a combination of business continuity services, managed IT services and professional services. | | Broad range of North American and European businesses and government agencies. | | Business Continuity Services: Systems Recovery; End-User Recovery; Mobile Recovery; Test Management Services; Voice Recovery Services; Network Recovery Services | | Pioneer and leading provider for 25 years of information availability services, with vendor-neutral support for over 30 current and legacy platforms keeping data available up to 99.99% of the time. |
| | | A complete portfolio of information availability services—with the support of secure, redundant facilities, systems and networks—to maintain cost-effective, reliable and compliant IT environments. | | Information-dependent entities including financial services, business services, healthcare, retail and manufacturing companies. | | Managed IT Services: System Management; Managed Security; Managed Storage; Monitoring; IT Outsourcing; Network Services; Managed Internet Access; Hosting Infrastructure | | 10,000 customers in North America and Europe. More than 60 facilities spanning 3 million square feet of hardened secure infrastructure. 25,000 mile global network. |
| | | | | | | Professional Services: Business Continuity Planning; Continuity Program Management; Information Security Services; IT Technical Services; Availability Engineering Services; Availability Planning Software | | 100% recovery success rate on more than 1,500 actual recoveries. 5,000 business continuity plans written. 350,000 hours of business continuity consulting provided annually by 200 consultants. |
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| Higher Education & Public Sector Systems Revenue: $179 million – 2003 / $133 million – 2002 |
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| | | Accounting, payroll, personnel, utility billing, land management, public safety and justice administration for governments. Accounting, payroll, personnel, fundraising, grant and project management, student administration and reporting for K-12 and higher education. | | Local, state and federal governments and special districts, K-12 schools, universities and colleges, and nonprofit organizations such as associations, hospitals and charitable trusts. | | Advance; Click2Gov; CommunityPLUS; eGovPLUS; FinancePLUS; IFAS; Naviline; SmartCall; StudentPLUS | | Thousands of local government agencies and educational and nonprofit organizations use SunGard systems. In February 2004, SunGard became a leading global provider of technology solutions for higher education when it acquired Systems & Computer Technology Corporation. |
| | | Automated mailing and integrated statement processing services. | | U.S. corporations, often used in conjunction with other SunGard solutions. | | ePresent; intelliSTOR; Output Solutions | | |
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