Solution introduction
Comprehensive and modern wealth management software for asset managers, family offices, private banks, robo-advisors and fund managers
With FA Platform you can manage your business anytime, in any place and with any device
FA Platform is a modern, web-based software platform for investment management. It is a solid base for building your investment management business as it allows you to have everything in a single system from back, middle and front office to end clients. With FA Platform you can manage your business anytime, in any place and with any device - all your data in one platform.
The transaction based, multi-currency platform is highly configurable for different business and regional needs. It enables you to easily manage and analyse any kind of wealth, such as real estate, art and vehicles in addition to the more traditional financial instruments.
FA’s modular structure enables you to choose exactly the functionalities you need to fulfil your business needs. In addition to handling your investment management business in one web-based platform, FA enables modern connectivities for automating trading, settlements, payments, reporting and data transfers.
FA Solutions has a worldwide client base with more than 70 clients in highly regulated markets. The company has been growing approx. 50% p.a. in turnover for the past three years, it is profitable, and keeps growing fast.
We are committed in being the forerunner in the industry, and during the past few years we have introduced totally new concepts for the financial industry, such as ledger-free network Roboblock.io, the first B-to-B App Store, and automated trading integrated into our portfolio management system.
Features
FA Platform is a solid base for building your investment management business. It adapts flexibly to your critical business processes rather than the other way around.
IBOR+
With FA you have everything in a single system from back, middle, and front offices, all the way to a client portal.
Cloud solution
Forget the IT hassle, all you need is an Internet browser! We offer you a carefree and secure Software as a Service.
Modularized platform: “click and go”
FA Platform adapts easily for different needs – just select the modules most suitable for your business.
Variety of APIs and integration possibilities
FA Platform enables modern connectivity for automating data transfers.
User management
Handle different user roles and manage access rights efficiently in the user interface.
Flexible dashboards
Allow users to customise their landing page to see the most important information at the first sight.
FA AppStore
Allows users to easily install new reports, processes and components they need for their everyday working.
Extensive administration
Control your system from the user interface. Efficient administration without programming skills.
The FA Platform for back office
The FA platform for front office
The FA Platform for end customers
Integrations in the FA Platform
Benefits
-
Transaction-based portfolio management system
-
Multi-currency, multi-portfolio
-
Corporate actions
-
Account management/cash
-
Comprehensive bookkeeping
-
Performance calculations (TWR, GIPS)
-
Benchmarking, portfolio strategy, and portfolio analysis
-
Segregation of duties
-
Fee calculations (fixed, performance, HWM, transactions)
-
Model portfolio management
-
Trade order management and DMA access
-
Settlement engine - transaction matching
-
Document management (customer/portfolio/transactions)
-
Reporting (over 40 standard reports)
-
Integration through APIs
-
Support
Customers
Partners
Key Data
Year launched
2010PRICING
- Bespoke
- Licence
WEALTH MANAGEMENT CLIENTS
51-100Release Frequency
QuarterlyImplementation Methods
- Hosted (public cloud)
- Hosted (private cloud)
Type of Clients
- External Asset Manager
- Global Private Bank
- Independent Financial Advisor
- Local Private Bank
- Multi-Family Office
- Private Client Investment Manager
- Regional Private Bank
- Single Family Office
- View Others View Less
Client Regional Presence
- Asia
- Caribbean
- Middle East
- North America
- Western Europe
- View Others View Less
FA Platform
Please click the button below to connect with FA Solutions
