Sigrid Juselius Foundation selected FA Portfolio for their investment management solutions. Sigrid Juselius Foudation is a major investor in equity, fund, real estate and bond markets. They had a need to find a modern software for operational needs and IT-partner to support current and future needs. FA provided a solution that automated processes from investment management to the reporting and accounting. The deployment and data migration from the previous portfolio management system was completed within a few months. FA Solutions managed the project and implemented the solution entirely and provides the system as a service.
“We wanted to have a modern software for investment management and reporting. One other thing was that we wanted to automate our bookkeeping. In 2013, we started to seek out a solution for us along with number of other foundations – FA was a right choice due to their system features, solution portfolio and know-how. The solution gives us a platform to handle our portfolios with complex instruments and report them on demand. We are happy with the solution and thanks to FA’s expertise, the deployment process went smoothly” says Ann-Sofi Palin, Kamrer of Sigrid Juselius Foundation.”