Life & Unit-linked Insurance
New Era of Life Insurance Business with FA
With FA you achieve enterprise-wide workflow control and transparency with our tailor-made insurance industry solution. FA’s functionality enables you to control and manage sales process, activities and product offering. You can also achieve your business portfolio overview, overview of performance measurement figures and compliance limit exposure. The solution is fully integrated with cost and fee calculation and all other FA’s features.
We can reduce your IT-infra costs while offering more flexibility and control to your business. With us you get automated workflows and task management with real time position and transaction view.
We stand ready to help you to realize your growth ambitions. The solution reduces your operational costs and risk, allows efficient and timely generation of new products, strategies, and supports multiple investment processes – all on a single platform. These factors help to strengthen your competitive advantage.
|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||Manage products, sales process and activities|
|2||Online and mobile access|
|3||View client situation and report on demand whenever & wherever|
|4||Integrated sales process with the set of MiFiD rules|
|5||Track and manage client interactions and related metrics|
|6||Create new client accounts and portfolios|
|7||Integrated sales and activity reporting|
|8||Get an overview of client interactions|
|8||On demand reporting|
|1||Integrated CRM module with client and investor data|
|2||Real time position, transaction and performance information|
|4||Dashboards for summary data at a glance|
|5||Advanced query and search capabilities|
|6||Business intelligence reporting capabilities|
|7||Automated reconciliation of trade information, settlement data, transactions and positions|
|8||GIPS-compliant composite reporting and maintenance|
|9||Outsourced reconciliation and data management option|
Latest client stories labeled for Life & Unit-linked Insurance
LocalTapiola PrivateJuly 4, 2015“FA Sales has increased the opportunities for investment advisors to make the most precise proposals possible.” - Tommi Elomaa, LocalTapiola Private
LocalTapiola GroupJuly 1, 2015”We can use the tool to provide saving solutions suitable for the needs of every one of our customers.” - Tommi Elomaa, LocalTapiola Group
Content labeled for Life & Unit-linked Insurance
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.
Transforming regulatory challenges into opportunitiesMarch 22, 2017During the first quarter of 2017, strongly dominant in our everyday discussions have been the issues around upcoming regulation here in the EU; MiFID II, ... Read More
FA Solutions selected as the Most Innovative Software Solutions Provider by Wealth & Finance InternationalMarch 1, 2017FA Solutions was awarded in the yearly awards of Wealth & Finance International in the Ones to Watch 2017 category as the Most Innovative Software ... 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.