Ambit Apsys for Family Offices

Customers of Family Offices are ultra-high net worth sophisticated investors who demand superior service and a variety of investment products that are tailored specifically to their needs. They rely on their Family Offices to protect their financial assets and family heritage and demand a level of confidentially not found in mainstream financial institutions. The goal of a Family Office is to provide its customers with first-rate services that focus on asset protection, cost control, financial education and family philanthropy.

SunGard can help. SunGard's Ambit Apsys is a comprehensive front-to-back office solution that can help meet the challenges facing a Family Office. Ambit Apsys for Family Office functionality was developed in collaboration with leading banks who offer Family Office services. 

Features

  • An integrated backoffice core system for private banks covering CIF/Instruments, straight-through transactions processing, accounting, messaging and positions
  • Provides a built in a Service Oriented Architecture (SOA), based on service modules that serve different applications and interfaces
  • Multi-currency and multi-entity architecture
  • Provides business process management capabilities
  • Deployed on Open system architecture
  • Provides portfolio management, integrated CRM, and sales and marketing functionality that gives a holistic view of customers and assets
  • Includes a Business Intelligence platform

Benefits

  • Provides a complete picture of customers and the business
  • Increases scalability, flexibility, integration ability and operations efficiency
  • Improve productivity and reduce costs for greater profitability
  • Flexibility to support product innovation and market expansion
  • Regulatory-compliant
  • Enhanced adviser productivity and supports business growth
  • Rapid time-to-market even across national boundaries
  • Helps reduce IT maintenance costs and enables the bank to concentrate on innovations
  • Gives the ability to provide specialized, tailored investment advice that is based on a deep, historical and financial view of customers
  • Assists tracking of performance, compliance and risk