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

• 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