EXHIBIT 13.2
INVESTMENT SUPPORT SYSTEMS*
REVENUE: $1.408 BILLION—2002 / $1.345 BILLION—2001
SOLUTIONS USED FOR / |
SOLUTIONS USED BY / |
PRINCIPAL BRANDS / |
LEADERSHIP / | |||
BROKERAGE & TRADING / REVENUE: $405 MILLION—2002 / $404 MILLION—2001 | ||||||
Integrated straight-through processing for trade analysis, capture, matching, confirmation, clearance, settlement,
accounting and reporting. |
Broker/dealers, trading and sales desks in banks, proprietary trading firms and hedge funds. Bank and brokerage back-offices, clearance firms in the U.S. and the U.K. Futures back-offices worldwide. Institutional investors in the U.S. and Europe. |
BRASS; FRONT ARENA; Global Trader; MicroHedge; PowerNet; Treasury Trader; UMA BOLT 2; InTrader; Phase3; SunGard Stream; GMI; Octagon MINT Knowledge Family SunGard Transaction Network |
70% of Nasdaq trade order flows through SunGard systems. Over 3 million transactions/day are processed on SunGard systems. Over 60% of global futures trading is cleared on SunGard systems. | |||
WEALTH MANAGEMENT / REVENUE: $279 MILLION—2002 / $248 MILLION—2001 | ||||||
Integrated wealth management, trust accounting and custody back-office processing. |
Trust and private banks, custodians and fiduciaries worldwide. |
AddVantage; Charlotte; Custody Services; Global One; Global Plus; Global Plus IC; LCOR; Loanet; Omni ES; Smart Loan;
Smart Seg; Trustware Series 7; Trustware 11; WorldLend |
Over 750 trust banks manage over $2.5 trillion in assets on SunGard systems. | |||
Financial planning and asset allocation. On-line trading and market data services. |
Brokers, financial planners and advisors mostly in North America. |
BrokerWare; Frontier; LockBox; PlanningStation; PowerData; PowerPartner; PowerPortal; PowerStation; Synapse; Tradeline; WebPlaid |
20,000 advisors offer financial planning services using SunGard systems. | |||
INVESTMENT MANAGEMENT / REVENUE: $202 MILLION—2002 / $189 MILLION—2001 | ||||||
Institutional investment accounting, portfolio management and performance measurement. |
Institutional asset managers, mutual funds and debt management offices worldwide. |
Decalog; GLOBAL PORTFOLIO 3; IMPower; INVEST ONE; XAMIN |
Over 1,000 investment managers, banks, hedge funds, insurance companies, and custodians manage over $8 trillion in assets. Issuers of debt manage over $5 trillion on SunGard systems. | |||
Integrated front-to-back office support for private banking. |
Insurance companies. |
ABC; CDS; EAS; EFS; EPS; SunGard Financials |
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International private banks mostly in Switzerland and Luxembourg. |
APSYS III |
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TREASURY & RISK MANAGEMENT / REVENUE: $268 MILLION—2002 / $245 MILLION—2001 | ||||||
Market and credit risk management systems. Asset and liability management systems. Derivatives trading and back-office processing systems.
Energy systems to manage the purchase and sale of electricity and natural gas. |
Trading departments dealing in derivatives and related instruments in banks, specialized finance companies and hedge
funds worldwide. |
BancWare; Credient; Infinity; MONIS; Opus; Panorama |
Over 400 OTC derivatives trading organizations use SunGard systems. | |||
Global corporate treasury systems for 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 |
45 of Fortune 100 corporations use SunGard systems. | |||
Payments exception management and reconciliation. |
intelliMATCH EP; intelliSTOR; intelliTRACS; intelliTRAN; Stor/QM PLUS |
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BENEFIT & INVESTOR MANAGEMENT / REVENUE: $254 MILLION—2002 / $259 MILLION—2001 | ||||||
Participant accounting, recordkeeping and document generation for 401(k) plan administration. Shareholder and bondholder
accounting. Processing of ownership transfers and reporting of holdings of securities and mutual funds. |
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 |
Over 55 million plan beneficiaries holding over $2.5 trillion in assets are managed on SunGard systems. | |||
Accounting and policy administration for life insurance, annuities and pensions. |
Insurance companies and agents, and financial services companies. |
FINPACK; SunGard COMPASS; SunGard Versatile Illustration Partner |
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AVAILABILITY SERVICES
REVENUE: $1.053 BILLION—2002 / $522 MILLION—2001
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SOLUTIONS USED FOR / |
SOLUTIONS USED BY / |
PRINCIPAL BRANDS / |
LEADERSHIP / | |||
Comprehensive business continuity services for all computing platforms, networks, and end-user workgroups, including
consulting and planning software. |
Broad range of corporations and government agencies in North America and Europe, particularly in financial services, healthcare and manufacturing. |
End User Recovery |
Pioneer and leading provider of availability services in North America and Europe, with 10,000 customers. | |||
OTHER
REVENUE: $132 MILLION—2002 / $115 MILLION—2001
| ||||||
SOLUTIONS USED FOR / |
SOLUTIONS USED BY / |
PRINCIPAL BRANDS / |
LEADERSHIP / | |||
Public Sector & Nonprofit: Accounting, fundraising and reporting for educational and other nonprofit
organizations.
|
Schools, local governments and hospitals. |
ACIS; Advance; Encompass; IFAS; Open Series; SmartCall; Special Events |
Thousands of schools and local governments use SunGard systems. | |||
Mailing Services |
U.S. corporations, often used with other SunGard ASP services. |
Mailing services |
* | Adjusted for the 2003 reclassification of one business unit from Other to ISS/Benefit & Investor Management (Revenue: $23 million—2002 / $19 million—2001). |