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
This is how MiFID II makes you rethink your business modelFebruary 23, 2017MiFID II is approaching full speed and the time for decisions is more or less now if you wish to be live with MiFID II ... Read More
FA Platform succeeds in a penetration testFebruary 2, 2017A black-box penetration test was performed on the FA Platform by a third party in December 2016. The goal of this black-box penetration testing was ... Read More
Meet us at Robo-Investing Europe 2017!January 31, 2017Tomorrow Wednesday February 1st you can meet us at the Robo-Investing Europe 2017 conference in London. For more information, visit robo-investing.co.uk, where you can also ... Read More
Why a smart asset manager goes cloud?January 25, 2017A recent study acknowledged that the future of wealth management lies in cloud technologies and web-based services. We can easily agree, but it’s actually not ... Read More
FA Solutions expanding into CyprusJanuary 5, 2017The selection criteria was to have a easy-to-use solution with extensive administration possibilities. They will use FA for portfolio management activities, such as managing versatile ... Read More
ROBOBLOCK, the future of advice and distributionDecember 12, 2016Roboblock is a combination of Robo-Advisory and Blockchain where distribution and advice are shared among invited parties. Roboblock enables a global value chain for asset managers to share information and distribute advice globally among each other and with selected investors – without general ledger in between.
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.