IFAs & Distributors
With us you get the efficiency, control, flexibility and transparency you need to meet your business goals. You’re able to manage your clients and contacts, consolidate data, mitigate risk and reduce cost in a single system, 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.
With us you’ll find it easy to compare products and solutions – with the top quality online solution for your clients.
|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|
|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||Online access to FA with sales modules|
|8||Custodian, DMA and market data integration|
|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 IFAs & Distributors
JAM AdvisorsJuly 9, 2015“FA's portfolio solution is the perfect portfolio management tool for JAM.” - Christian Borgström, JAM Advisors
AlexandriaJuly 8, 2015“FA's software adapts flexibly to our critical business processes rather than the other way around.” - Ville Hellens, Alexandria
Content labeled for IFAs & Distributors
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
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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
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.