Tomorrow’s Wealth Management solution, today


As we grow and the world rapidly changes, our customers will continue to demand effortless premium services. We have to be prepared to support unanticipated changes and FA Solutions can help us with their flexible and automated system.

Due to the industry environment changing so rapidly, with new regulations issued every year, Wealth Managers need to increase the frequency of major changes to their tech platform. By using an agile, cloud-based provider, we can rely on them to keep watch on new industry developments and to reduce the cost it takes to implement the changes.

FA Solutions’ cloud-based platform provides a single technical solution commonly managed across several locations, allowing us to focus on providing the best service for our customers. By working closely with FA’s team, we were able to create customized operations and functionalities to fit our needs.
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Developed in Finland, FA Solutions is a cloud-based software platform with a modularized approach to various functions from accounting, consolidated reporting, risk management to Impact / ESG reporting. The scalable platform allows clients to select the features they need immediately, but with the functional coverage, they need to grow as their businesses do.

Technology can assist in automating internal family office processes. Overall, the goal is to stop using multiple tools for different tasks and having to maintain spreadsheets in addition to the asset management platform. On the reporting side, it is crucial to deliver monthly reports faster and in a more independent, self-service way. In addition, there is a need to access reports online and on different devices.

The new regional platforms should help companies and institutions access the public cloud while complying with local regulations. Until now, the only alternatives to inefficient legacy systems were proprietary cloud platforms. This setup is difficult to implement and maintain and significantly more resource-intensive than running your operations from the cloud.
News & Blog

Axxsys becomes a certified FA Solutions Deployment Partner
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- Company News
FA Solutions, the cloud-based Portfolio Management software provider, is proud to announce that we partnered up with Axxsys Consulting. Axxsys
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2020 – The most unusual yet successful year for FA
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- Company News
Despite the year 2020 being so exceptional for the whole world, we are happy to say that for FA Solutions
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21-12-2020 Zurich Invest AG takes specialized pension fund management and customer service to the next level
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- Company News
- Press releases
For immeadiate release Zurich Invest AG, a major player in the asset management business in Switzerland, has chosen FA Solutions
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