The Trustee Application

The fully compliant client data record system for regulated Guernsey financial service business
Hosted by Amberisk or host in house, with or without an internet facing aspect. Your choice.

Lowering the cost of IT Automation for Offshore FSB's

By working with Odoo S.A. a business established in Belgium in 2004, Amberisk has developed a client management platform specifically aimed at Guernsey regulated financial services businesses. 

Written with Compliance and Risk Management as the core principle, the system design is unique in this field

  • This is a client-centric not contract centric system

  • Designed to evolve with compliance requirements

  • Designed to scale to your client's complexity

  • Low-cost add-ons to enhance and simplify your business (HR, Accounting and Corporate Secretarial)

  • CDD remediation programmes

  • Manage the most complex high-risk clients to simple retail, proportionally

  • Full audit trails

  • Diary, schedule and manage every data table

Data Sovereignty

No expensive propriety databases such as Oracle or MS SQL Server, you own the data and you control the data. With a low TCO deploy on a project, this doesn't require that you implement extensive ongoing data management costs that traditional providers require.

  • Host the service where you want, in-house or managed in Guernsey or Switzerland or even lower cost, in London or Singapore. It's your choice.

  • No US nexus or hidden data-sharing. Only you (or Amberisk if a managed service) in Guernsey has control over the data and with whom it is shared.

Flexible Outsourcing

  • Ability to outsource steps in a process, rather than the whole function.

  • Outsource a whole function but retain visibility and audit trails over the work

  • Manage KPI's and KRI's

Data Security

Currently, Odoo has 5 million users and runs over 5,000 businesses. The security framework has a dedicated team ensuring that the latest threats and vulnerabilities are managed. Odoo can control security and visibility down to the field level, which means you implement robust internal data segregation and controls.

50,000+ companies run Odoo to grow their businesses.

Join us and make your company a better place.

Odoo - Sample 1 for three columns

Governance, Compliance and Risk Management First

Automate and centralise these non revenue earning activities. Even outsource parts of these functions and remain in control.

Odoo - Sample 1 for three columns

Manage all your regulatory obligations

Diary and store documents relating to all of your regulatory obligations, retain and securely store all these records. 

Odoo - Sample 3 for three columns

Client Centric

The system is designed around managing the client (and connections) rather than your contract with the client . Expands to meet the most complex client and also manage the simplest client engagements.