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Businesses: | | Solutions used for: | | Solutions used by: | | Principal brands/services: | | Leadership: |
Investment Support Systems | | Revenue: $1.84 billion—2004 / $1.61 billion—2003 |
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Brokerage & Trading Revenue $537 million – 2004 (1) $523 million – 2003* | | 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; Broker Direct U2; FRONT ARENA; MicroHedge; UMA | | 70% of Nasdaq trade orders flow through SunGard systems. |
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| | | | 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 | | SunGard systems support listed derivatives transactions on 75 exchanges worldwide. |
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| | Brokerage, execution and clearing services. | | Broker/dealers, institutional investors and professional traders, mostly in North America. | | HammerTrade; SunGard Transaction Network | | 2,000 asset managers, 1,000 issuers and 160 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 $345 million – 2004 $286 million – 2003 | | 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; Advisor Technologies; Charlotte; Custody Services; Global One; Global Plus; Loanet; Martini; Trust Tax Services of America; Wealth Management Services; WorldLend | | 700 trust banks manage $2.5 trillion in assets on SunGard systems. $6 trillion in securities loans are processed on SunGard systems. |
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| | Financial planning and asset allocation. Compliance monitoring. | | Brokers, financial planners, investment advisors, and fiduciaries, mostly in North America. | | BrokerWare; Frontier; PlanningStation; PowerPortal; PowerStation; Synapse; WealthStation; WebPlaid | | 50,000 investment advisors offer financial planning services using SunGard systems. |
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| | Financial and energy market data and news distribution. Time series intelligence. Data management systems and services. | | Financial and energy analysts, brokers, data managers, hedge funds and central banks worldwide. | | FAME; PAWS; PowerData; referencePoint; TimeIQ; Tradeline | | 6 of the world’s 12 largest central banks and 8 of the world’s 10 largest commercial banks manage time-series data using SunGard systems. |
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Treasury & Risk Management Revenue $360 million – 2004 $345 million – 2003* | | 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. |
| Processing of energy transactions, energy trading and energy risk management. | | Utilities, power generating companies, energy traders and marketers, and distribution companies. | | EnForm; Entegrate; Kiodex; ZaiNet | | 200 energy industry participants manage 300 billion kilowatts of electricity and 80 bcf of gas per day on SunGard systems. |
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| | 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 | | 52 Fortune 100 corporations use SunGard systems. |
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| | 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 | | 21 of the world’s 25 largest financial services companies use SunGard systems for messaging or exception management. |
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Investment Management Revenue $212 million – 2004 $192 million – 2003 | | 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; V3; GP3; HedgePower; IMPower; INVEST ONE; InvesTier; InvesTran; XAMIN | | Investment managers, banks, hedge funds, insurance companies, custodians and debt issuers account for more than $15 trillion in assets on SunGard systems. |
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| | 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 $385 million – 2004(2) $260 million – 2003 | | Participant accounting, recordkeeping, workflow management and document generation for 401(k) plan administration. | | Retirement plan administrators including mutual funds and banks. | | MACESS.exp; Octane8; OmniDBEN; OmniPay; OmniPlus; PowerImage; Relius | | 43 million retirement plan accounts are processed on SunGard systems. |
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| | Investor accounting and recordkeeping for equities, bonds and mutual funds. | | Corporate trustees, transfer agents, banks and mutual funds. | | BondMaster; CertMaster; CSSII; Investar*ONE; SUNSTAR; Trustware Corporate Trust | | 3.5 million bondholders with over $10 trillion in assets are managed on SunGard systems. |
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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; AIMS; Amarta; CDS; EAS; EFS; EPS; FrontTier; ProCede; ProGen; SunGard AIMS; SunGard COMPASS; SunGard Financials; SunGard VIP | | 1,500 insurance companies including 8 of the top 10 U.S. life insurance carriers use SunGard systems. |
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Higher Education & Public Sector Systems | | Revenue: $525 million—2004 / $179 million—2003 |
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| | Administrative, academic and integration solutions; business and curriculum planning solutions; portal, collaboration, content management solutions; information access solutions; and implementation and technology management services for higher education. | | Universities and colleges worldwide. | | Advance; Collegis; SCT Banner; SCT fsaATLAS; SCT Information Access; SCT Luminis; SCT Matrix; SCT PowerCAMPUS; SmartCall | | 1,600 universities and colleges rely on SunGard’s administrative, portal advancement, information access and academic solutions. Data on more than 14 million alumni is entrusted to SunGard’s advancement and fundraising solutions. |
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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 education. | | Local, state and federal governments and special districts, K-12 schools, and nonprofit organizations such as associations, hospitals and charitable trusts. | | Click2Gov; CommunityPLUS; eGovPLUS; FinancePLUS; IFAS; Naviline; StudentPLUS; UK Public Sector Services | | 800 cities and counties, 600 K-12 organizations and 600 public safety agencies use SunGard systems. In February 2005, SunGard acquired Vivista Holdings Limited, which expanded its public safety, criminal justice and government solutions into the U.K. |