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
FA Solutions signs multiple new customers during the first half of 2017May 24, 2017FA Solutions continues to strengthen its position in the Nordics, Europe and Middle East. So far, during this first half of 2017 FA Solutions have ... Read More
Managing Discretionary Mandates with Model StrategiesMay 18, 2017Discretionary Asset Management generates benefits for investors by giving them an access to experienced and specialised Portfolio Managers, and provides a possibility for tailor made ... Read More
FA strengthens its Trading ConnectivitiesMay 4, 2017We have just recently released new trading related functionalities in FA Platform: the FA FIX engine and an integration to Nasdaq. The Financial Information eXchange ... Read More
Meet FA Solutions in Dubai and Abu Dhabi this MayApril 27, 2017The financial industry is growing heavily in the Gulf Region, and also the attention to new modern solutions has increased by the global FinTech boom. ... 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.
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.