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Introducing FA Solutions, a market-leading portfolio management system for asset and wealth managers

This week, we are pleased to highlight one of our current members, FA Solutions

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by The Wealth Mosaic
| 10/07/2025 12:00:00

The FA Platform is a real-time investment book of records (IBOR) which offers full front to back office functionality in one single database, with an open architecture to enable interoperability with a client's overall ecosystem of solutions via APIs.

We are pleased to highlight one of our current members, FA Solutions. The FA Platform is a cloud-native, SaaS solution with unrivalled asset class coverage, supporting the entire investment management process on a single, transaction-based, multi-currency platform. This improves productivity and reduces operational risk through the automation of processes. 

FA Solutions was established in 1999 and offers a market-leading portfolio management system for asset and wealth managers. The company currently has offices in 5 locations, with over 80 clients across multiple countries. 

As the wealth management landscape becomes more complex, and firms need a platform that is agile, automated, and built to scale, FA Solutions empowers clients to streamline their operations and confidently navigate regulatory and market change.” — Joey Cozens-Smith, Chief Revenue Officer, FA Solutions. 

As a trusted technology partner to over 80 clients worldwide, FA Solutions brings deep domain expertise and award-winning functionality to the TWM network—supporting leading firms on their digital transformation journey. 

For more information about FA Solutions click here.