in your business.
With our software solution you can optimize your branch office sales operations including sales process, CRM, MiFID regulations, and document management, as well as sales management operations including product management, sales priority management and up-to-date information about sales activities within sales teams. Our software solution also includes integrated reporting interfaces to any analytical tools used, secure communication, and authentication models.
Our solution supports all phases of the sales process from background information gathering and investment advice to proposals, closing deals and audit trails. Tellers and bankers can easily provide accurate advice on investments and find the best solution for the client. To harmonize customer service and enhance usability, our solution supports the multi-channel approach on desktop, mobile or tablet.
|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:
|1||Tailor made sales and advice process|
|3||Client, contact and CRM module|
|4||Client proposal and documents|
|5||On demand reporting|
|7||Trade order management|
|8||Automated BO process with SWIFT messages|
|1||Real time position, transaction and performance information|
|3||Dashboards for summary data at a glance|
|4||Advanced query and search capabilities|
|5||Business intelligence reporting capabilities|
|6||Automated reconciliation of trade information, settlement data, transactions and positions|
|7||GIPS-compliant composite reporting and maintenance|
|8||Outsourced reconciliation and data management option|
Latest client stories labeled for Banks
S-PankkiAugust 21, 2015"At the same time we are able to serve customers effectively and individually, and produce needed materials and reports. While computer is taking care of the documentation and reporting, people working in customer interface can concentrate on what’s the most important, the customer.” - Lilian Bergström, S-Pankki
LocalTapiola PrivateJuly 4, 2015“FA Sales has increased the opportunities for investment advisors to make the most precise proposals possible.” - Tommi Elomaa, LocalTapiola Private
LocalTapiola GroupJuly 1, 2015”We can use the tool to provide saving solutions suitable for the needs of every one of our customers.” - Tommi Elomaa, LocalTapiola Group
Content labeled for Banks
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.