Solution introduction

One platform covering business essentials for the asset management industry

With FA Platform you can manage your business anytime, in any place, on any device

https://fasolutions.com/fa-platform/

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.

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

Read more: https://fasolutions.com/solutions/by-role/back-office/

The FA platform for front office

Read more: https://fasolutions.com/solutions/by-role/front-office/

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
2010
PRICING
  • Bespoke
  • Licence
  • Subscription (SaaS)
WEALTH MANAGEMENT CLIENTS
51-100
WEALTH MANAGEMENT USERS
51-100
Release Frequency
Quarterly
Implementation Methods
  • Hosted (public cloud)
  • Hosted (private cloud)
  • Website access
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital wealth manager
  • Family Offices
  • Financial Advisors

FA Platform

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