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
Transforming regulatory challenges into opportunitiesMarch 22, 2017During the first quarter of 2017, strongly dominant in our everyday discussions have been the issues around upcoming regulation here in the EU; MiFID II, ... Read More
International tax reporting standards fighting tax evasionMarch 15, 2017As a financial institution or an asset manager you are responsible for delivering a variety of different tax reports for different authorities. While national tax ... Read More
FA Solutions selected as the Most Innovative Software Solutions Provider by Wealth & Finance InternationalMarch 1, 2017FA Solutions was awarded in the yearly awards of Wealth & Finance International in the Ones to Watch 2017 category as the Most Innovative Software ... Read More
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
Do fund investors pay for industry inadequacies?February 15, 2017For a millennial like me it feels unbelievable that companies are still using fax in their daily operations – I wouldn’t even know how to ... 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
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.