Independent Financial Advisor and Portfolio Manager from Cyprus have selected FA.
The selection criteria was to have a easy-to-use solution with extensive administration possibilities. They will use FA for portfolio management activities, such as managing versatile transactions, multi-dimensional portfolio hierarchies, fee calculations, and reporting, to mention some of the functionalities.
The client also wanted to invest in their end customer experience and therefore chose to complement the package with integrated CRM and Online components. “With the Online module our customer can offer their customers easy and continuous access to see individual reports and portfolio performance. This enables value creation and transparency towards the end customer”, comments Ari Mansikkaniemi, Sales Director at FA Solutions.