The FA Platform sits at the very heart of a wealth manager’s investment operations. Offering a complete front-to-back solution that delivers unbeatable flexibility and secure distribution to the whole organisation anytime, anywhere.

Born in the Cloud, our enterprise solution will provide the backbone of your operations, handling all operations from onboarding, investment selection, portfolio management, compliance, rebalancing, corporate actions, reconciliation, book-keeping, fees and valuations.

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

The FA Platform brings all your daily activities into a single solution, from seamless connectivity to your third parties to scheduling and processing corporate actions and valuations automatically. The FA platform automates and runs your core operational workflows while reducing manual input and the risk of human error.

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