Our platform is the tool for middle office and its automatization
With us and our single repository storing all transactions, financial figures and benchmarks, you can utilize consistent and fully transparent data. With us you can automate your daily, weekly or monthly reporting needs. Moreover the fee and cost calculation is your tool to run the whole business and it’s fully integrated to our platform. Our investment performance measurement tool frees you to spend more time adding value to the investment process and less on cleaning, calculating, aggregating and verifying data.
|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|
Utilize built-in transparency and complete accessibility
Our solution provides you with built-in transparency capabilities so you can drill back from any return to the market values and cash flows that underlie it. From this point, the tool enables you to access transaction data, as well as security data or market data in order to confirm all the inputs into the calculation.
We give you a holistic return and performance calculation
With us you have a fully flexible investment structure to point the way to each and every investment strategy, portfolio, sub-portfolio and ultimately to each and every holding. You can calculate returns and performance key ratios across the entire structure, per mandate or aggregated across mandates. This makes your task of measuring performance at every decision-making step of the investment process all the easier.
Just leave your email address to find out how we could help you.
Top things to know:
|1||On demand reporting|
|2||Cost and fee calculation models|
|3||Online & portal solution for end clients and stakeholders|
|4||Investment performance measurement & attribution calculations|
|5||Built-in transparency and accessibility|
|6||Multi-portfolio structure with sub-portfolios|
|7||Integrated Trade order management|
|8||Bank & custody integration modules|
|9||Flexibility in corporate actions|
|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 Middle Office
KommuninvestDecember 29, 2016"Finance Active and FA Solutions have created a new innovative solution which combines multiple engines in one system with a superior user experience." - Pelle Holmertz, Kommuninvest
PrivanetOctober 11, 2016"The solution gives us a platform to handle our growing securities and customer base." - Kimmo Lönnmark, Privanet
ConsortumJuly 24, 2015“FA has been a competent and reliable supplier that understands our requirements and our vision.” - Patrik Inge, Consortum
Content labeled for Middle Office
FA Solutions signs multiple new customers during the first half of 2017May 24, 2017FA Solutions continues to strengthen its position in the Nordics, Europe and Middle East. So far, during this first half of 2017 FA Solutions have ... Read More
Managing Discretionary Mandates with Model StrategiesMay 18, 2017Discretionary Asset Management generates benefits for investors by giving them an access to experienced and specialised Portfolio Managers, and provides a possibility for tailor made ... Read More
FA strengthens its Trading ConnectivitiesMay 4, 2017We have just recently released new trading related functionalities in FA Platform: the FA FIX engine and an integration to Nasdaq. The Financial Information eXchange ... Read More
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
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.