middle and back office for your Robo-Advisory business.
We at FA Solutions have the knowledge and experience of various robo-advisory projects. We can provide a full service solution including SEPA payments and Direct Debits, accounting in different formats, MiFID II mapping of clients, Model Portfolio Management, and Trade Order and Settlement instructions, to name just a few of functions required. With our top modern yet comprehensive solutions, our robo-advisory clients can focus on their core business idea; algorithms for selecting model portfolios, mapping client requirements, and the user interface. We will take care of the rest, with as high level of automation as possible.
Moreover we offer always the latest release of software which enables you to be the most competitive on the market. Fast and easy access to accurate and reliable data gives you a platform to deliver exceptional client service.
|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:
|Multi asset class, multi-currency, multi product types software|
|MiFID II mapping of clients|
|SEPA payments and Direct Debits|
|Cost and fee calculation models|
|Trade order management|
|Model portfolio management and rebalancing functionality|
|Customizable and automated client reporting and benchmarking the portfolios|
|Audit trail and support for compliance|
|Custodian, DMA and market data integration|
|Accounting in different formats|
|Integrated CRM module with client and investor data|
|Real time position, transaction and performance information|
|Advanced performance measurement and tools|
|Dashboards for summary data at a glance|
|Advanced query and search capabilities|
|Business intelligence reporting capabilities|
|Automated reconciliation of trade information, settlement data, transactions and positions|
|GIPS-compliant composite reporting and maintenance|
|Outsourced reconciliation and data management option|
Latest client stories
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 Robo-Advisory
ROBOBLOCK, the future of advice and distributionDecember 12, 2016Roboblock is a combination of Robo-Advisory and Blockchain where distribution and advice are shared among invited parties. Roboblock enables a global value chain for asset managers to share information and distribute advice globally among each other and with selected investors – without general ledger in between.
Meet us at ABBL Robo-Advisors and Digital Investments conference!November 29, 2016You can meet us in Luxembourg next week, including the ABBL Robo-Advisory event on Wednesday December 7th. In the conference we are about to launch ... Read More
Interest in the future of investing resulted in a full house in HelsinkiOctober 18, 2016While cost pressure is still an important issue in the financial industry, automatisation becomes a critical requirement in the wealth management business. Instead of focusing ... Read More
Breakfast seminar on Discretionary Asset Management in OsloOctober 4, 2016Last week we were in Oslo for a breakfast seminar with Infront, presenting our fully automated & compliant asset management and trading solution for a ... Read More
Is the risk you carry the risk you want to have?September 28, 2016Standard deviation is the most commonly used risk indicator in finance. But more important than the risk indicator itself is how you use the indicator. ... Read More
Robo Advisory morning in StockholmSeptember 20, 2016Last Tuesday we held a breakfast seminar on Robo Advisory and trading automation in Stockholm with 60 participants. We received great interest in the event ... 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.