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
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
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
New FA clients in NordicsNovember 22, 2016FA Solutions was selected by a Nordic private bank for discretionary asset management. The solution will increase efficiency and be the key element in model ... Read More
Breakfast seminar on Discretionary Asset Management in OsloOctober 4, 2016Last week we were in Oslo for a breakfast seminar with Infront, presenting our fully automated & compliant asset management and trading solution for a ... Read More
Meet us at ALFI global distribution conference!September 14, 2016Next week from Tuesday 20th to Wednesday 21st you can meet us at the yearly ALFI global distribution conference in Luxembourg. For more information, visit ... 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.