Multi Family Offices & Private Wealth Management
With us you get the efficiency, control, flexibility, and transparency you need to meet your business goals. In a single system you’re able to manage your clients and contacts, consolidate data, mitigate risk and reduce cost, while realizing your growth ambitions. Moreover, you get exceptional instrument and portfolio type support front-to-back and the tools you need to provide a highly personalized and tax efficient 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:
|1||Multi asset class, multi-currency, multi product types software|
|2||CRM functionality with client and investor data|
|3||Advanced performance measurement and tools|
|4||Cost and fee calculation models|
|5||Model portfolio management and rebalancing functionality|
|6||Customizable and automated client reporting and benchmarking the portfolios|
|7||Audit trail and support for compliance|
|8||Custodian, DMA and market data integration|
|1||Trade order management|
|2||Outsourced reconciliation and data management option|
|3||Real time position, transaction and performance information|
|5||Dashboards for summary data at a glance|
|6||Advanced query and search capabilities|
|7||Business intelligence reporting capabilities|
|8||Automated reconciliation of trade information, settlement data, transactions and positions|
|9||GIPS-compliant composite reporting and maintenance|
Latest client stories labeled for Family Offices & Private Wealth Management
AdeclaJuly 24, 2015”We selected FA Solutions since they could give us a flexible solution with which we can expand our business.”- Bobby Weijmar, Adecla
JAM AdvisorsJuly 9, 2015“FA's portfolio solution is the perfect portfolio management tool for JAM.” - Christian Borgström, JAM Advisors
Ulkomarkkinat OyJuly 6, 2015”The family office business is to make investment decisions when it is needed, and therefore we wanted to have a 24/7 access to our investment portfolios from anywhere. That's what we got from FA.”- Topi Piela, Ulkomarkkinat Oy
Content labeled for Family Offices & Private Wealth Management
Family Office Gathering at CFHILL Art SpaceFebruary 17, 2017Last Thursday we were in CFHILL Art Space in the heart of Stockholm where we had invited a small group of family offices. The art ... 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
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.
Meet us at ABBL Robo-Advisors and Digital Investments conference!November 29, 2016You can meet us in Luxembourg next week, including the ABBL Robo-Advisory event on Wednesday December 7th. In the conference we are about to launch ... 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.