Sales & Top Management
Take your business to the next level with FA
Our Customer Relationship Management module has the capacity to keep record of communications and sales with clients. Our functionality enables you to control and manage sales process, activities and product offering. You can also access 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 cost 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 realize your growth ambitions. Our solution reduces your operational costs and risk, allows efficient and timely generation of strategies, and supports multiple investment processes, strategies, asset classes, and management tasks – all on a single platform. These factors help you 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|
|9||Single sign on (SSO)|
|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 Sales & Top Management
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
S-PankkiAugust 21, 2015"At the same time we are able to serve customers effectively and individually, and produce needed materials and reports. While computer is taking care of the documentation and reporting, people working in customer interface can concentrate on what’s the most important, the customer.” - Lilian Bergström, S-Pankki
Content labeled for Sales & Top Management
This is how MiFID II makes you rethink your business modelFebruary 23, 2017MiFID II is approaching full speed and the time for decisions is more or less now if you wish to be live with MiFID II ... Read More
Do fund investors pay for industry inadequacies?February 15, 2017For a millennial like me it feels unbelievable that companies are still using fax in their daily operations – I wouldn’t even know how to ... Read More
FA Platform succeeds in a penetration testFebruary 2, 2017A black-box penetration test was performed on the FA Platform by a third party in December 2016. The goal of this black-box penetration testing was ... Read More
Meet us at Robo-Investing Europe 2017!January 31, 2017Tomorrow Wednesday February 1st you can meet us at the Robo-Investing Europe 2017 conference in London. For more information, visit robo-investing.co.uk, where you can also ... Read More
Why a smart asset manager goes cloud?January 25, 2017A recent study acknowledged that the future of wealth management lies in cloud technologies and web-based services. We can easily agree, but it’s actually not ... Read More
FA Solutions expanding into CyprusJanuary 5, 2017The selection criteria was to have a easy-to-use solution with extensive administration possibilities. They will use FA for portfolio management activities, such as managing versatile ... 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.