IndexHelsinki selected FA Portfolio and FA Front for its investment advisory business platform. The solution gives automated processes from front to back including portfolio management, reporting, fee calculations and trade orders with one SaaS solution from FA. Cost of middle- and backoffice is reduced – operational efficiency is provided by one solution platform form FA.
From advisory and brokerage to reporting
IndexHelsinki was looking to find a system to handle its needs in investment expertise service and securities brokerage. FA Solutions delivered the solution with documentations to the authorities and with customized features. System is used in front, middle and back office operations. Business is supported by fee calculations and bookkeeping with FA Portfolio solution.
New service provider within the Finnish investment advisory industry
“Our business is enabling customers with direct access to index investing. In early 2013 we started to seek out a solution for us – FA was a right choice due to their solution portfolio and knowhow. The solution gives us a platform to handle our growing customer base. We are happy with the solution and thanks to FA’s knowhow deployment process went smoothly”, says Esko Immonen, CEO of IndexHelsinki.