With the global intergenerational wealth transition, technological advances, and new investment trends, more than ever is being demanded from wealth managers to modernise the customer experience.

Delivering the best experience starts with strong foundations in portfolio management and investment operations, seamlessly integrated into a flexible client portal and multi-channel experience.

Our mission is to simplify the complex world of Investment management through the application of market-leading technology solutions.

FA Solutions offers a complete front-to-back solution within one platform, providing a streamlined and superior experience for your customer. The complete life cycle of the customer journey is with you within one platform. From initial onboarding to the continual management and rebalancing of their portfolios to the growth and achievement of their financial goals and real-time visibility of their complete portfolio on the integrated digital client portal.

Click the image below to learn more.