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.
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.
With FA you have everything in a single system from back, middle, and front offices, all the way to a client portal.
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.
Handle different user roles and manage access rights efficiently in the user interface.
Allow users to customise their landing page to see the most important information at the first sight.
Allows users to easily install new reports, processes and components they need for their everyday working.
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
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
Please click the button below to connect with FA Solutions