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
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
Key learnings from our seminars on MiFID II, GDPR and PSD2April 20, 2017During the last couple of months we arranged a breakfast seminar tour in three different countries, discussing the current and upcoming regulatory issues in the ... 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.
Corporate Actions in FA PlatformApril 12, 2017There is no excerpt because this is a protected post.
Redefining Robo Advice – The latest Robo trends in EuropeApril 7, 2017Back in February I attended the Robo-Investing 2017 conference in London. The event gathered industry specialists worldwide from start-ups to established banks to discuss digital ... 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.