Single Family Offices & Private Investment Offices
Bringing your family office back in control.
Aggregate your transactions and assets with your banks, asset managers, in-house trading, unlisted and private equity, real estate, assets-of passion and philanthropic engagements. Whether you are managing just your own family or is set up by a group of families & friends, FA Solutions can automate numerous time consuming routines and simplify analysis, reporting and bookkeeping so you can focus on managing the business and investments.
|1||one software platform for investment management|
|2||automatic aggregation of data|
|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
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.
FA Solutions goes to Singapore and Thailand with EU GatewayMarch 30, 2017Around 50 ICT companies from across the EU are going to participate the EU Gateway Business Avenues program for Information & Communication Technologies in Southeast ... Read More
International tax reporting standards fighting tax evasionMarch 15, 2017As a financial institution or an asset manager you are responsible for delivering a variety of different tax reports for different authorities. While national tax ... 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.