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.

We offer:
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
More features:
1 Trade order management
2 Outsourced reconciliation and data management option
3 Real time position, transaction and performance information
4 Performance analytics
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

Content labeled for Family Offices & Private Wealth Management

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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.