Ambit Apsys for Independent Financial Advisors

Independent Financial Advisor (IFA) account for the largest single segment within the UK’s wealth management services.  A large proportion of the UK’s wealth are under IFAs making them a key force in the industry.  IFAs offer a high level of service, based on integrity and innovation, to a loyal and wealthy client base.

To deliver the service expected by wealthy and sophisticated clients, IFAs need to deliver a deep customer experience that offers personal attention.  It is critical that IFAs provide information across product and providers and establish a financial plan relative to performance. They must be able to adapt to changes in the economic and regulatory environment quickly.

SunGard can help. SunGard's Ambit Apsys is a comprehensive front-to-back-office solution.  Ambit Apsys provides an investment management solution that was developed together with leading investment management organizations to deliver advanced business critical functionality resulting in a highly sophisticated offering.  The Ambit Apsys front-office suite provides independent advisors with all of the tools needed to manage client relationships effectively. 

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
  • Maintains holistic portfolio management that can be customized according to view of risk
  • Provides powerful CRM tools

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
  • Provides a single transparent charging structure 
  • Allows review of customer performance relative to plan