Asset & Portfolio Management
We offer an Asset & Portfolio management solution for your core business activity. We deliver a technology platform that supports your business requirements and processes. Whether you’re an equity-based local advisor or a full-scale enterprise with global, multi-asset-class portfolios with complex PE-instruments, we offer a solution to suit your needs and processes.
Moreover we offer always the latest release of software which enables you to be the most competitive on the market. Fast and easy access to accurate and reliable data gives you a platform to deliver exceptional client service.
|1||one software platform for investment management|
|2||the ready availability of your business|
|3||always the latest release included in monthly fee|
|4||continuity and security plan|
|5||additional features and modules as your business grows|
Just leave your email address to find out how we could help you.
Top things to know:
|Multi asset class, multi-currency, multi product types software|
|Advanced performance measurement and tools|
|Cost and fee calculation models|
|Trade order management|
|Model portfolio management and rebalancing functionality|
|Customizable and automated client reporting and benchmarking the portfolios|
|Audit trail and support for compliance|
|Custodian, DMA and market data integration|
|Integrated CRM module with client and investor data|
|Real time position, transaction and performance information|
|Dashboards for summary data at a glance|
|Advanced query and search capabilities|
|Business intelligence reporting capabilities|
|Automated reconciliation of trade information, settlement data, transactions and positions|
|GIPS-compliant composite reporting and maintenance|
|Outsourced reconciliation and data management option|
Latest client stories labeled for Asset & Portfolio Management
KommuninvestDecember 29, 2016"Finance Active and FA Solutions have created a new innovative solution which combines multiple engines in one system with a superior user experience." - Pelle Holmertz, Kommuninvest
PrivanetOctober 11, 2016"The solution gives us a platform to handle our growing securities and customer base." - Kimmo Lönnmark, Privanet
ConsortumJuly 24, 2015“FA has been a competent and reliable supplier that understands our requirements and our vision.” - Patrik Inge, Consortum
Content labeled for Asset & Portfolio Management
Key learnings from our seminars on MiFID II, GDPR and PSD2April 20, 2017During the last couple of months we arranged a breakfast seminar tour in three different countries, discussing the current and upcoming regulatory issues in the ... Read More
Video introductions to Corporate Actions and Fee Calculation in FA PlatformApril 12, 2017Just recently we finished a couple of new demonstration videos of FA to share with you. The purpose for these videos is to introduce and ... Read More
Fee Calculation in FA PlatformApril 12, 2017There is no excerpt because this is a protected post.
Corporate Actions in FA PlatformApril 12, 2017There is no excerpt because this is a protected post.
Redefining Robo Advice – The latest Robo trends in EuropeApril 7, 2017Back in February I attended the Robo-Investing 2017 conference in London. The event gathered industry specialists worldwide from start-ups to established banks to discuss digital ... Read More
FA Solutions goes to Singapore and Thailand with EU GatewayMarch 30, 2017Around 50 ICT companies from across the EU are going to participate the EU Gateway Business Avenues program for Information & Communication Technologies in Southeast ... Read More
We work closely with you to find
the best solution for your business.
We make your business always accessible
with every device.
With us you will have an investment management platform that grows with you.
We support you during the deployment and over the years to come. You will have access to our expert consultants, training and online support.
With us you will always have the latest release of the software. Included in the price.