FA Solutions welcomes multiple new customers from the Middle East and Nordics

Elena Lundaeva Company News, Success Stories Leave a Comment

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Even though the world is at a temporary standstill, FA Solutions keeps onboarding new clients – this spring, the FA Family is welcoming multiple new customers from the Middle East and a major Asset Manager from the Nordics. The implementation projects may experience slight delays, but our Professional Services teams in Finland and Sweden are working hard to deploy the solutions in good time.

This spring, FA Solutions has been selected to provide its Wealth Management platform for an Asset Manager in the Nordics, operating in Norway, Sweden, and Finland. This customer specialises in Portfolio Management and analysis, as well as client service, so it was especially important for them to have a modern SaaS solution with an integrated portal for end clients and a single database for easy access to information across the organization. FA Solutions is delivering a comprehensive platform for the company with many features included:

  • FA Front
  • FA Client Front – an online portal for end clients
  • model portfolio management
  • rebalancing
  • bookkeeping
  • authority & tax reporting
  • security data
  • NAV calculation
  • connections to multiple banks
  • and more.

What’s more, FA Platform was selected by an independent Investment Management firm in the Gulf region to make their daily Portfolio Management processes smoother. FA Solutions will be helping the new client to automate the most time-consuming operational tasks, such as reporting.

Finally, two other Wealth Management companies in the Dubai International Financial Centre (DIFC) decided to replace their existing outdated Portfolio Management systems with FA Platform to automate their workflows. They will be using FA Back for internal purposes and the FA Front with the FA Client Portal included to boost the level of service provided to the end client.


 

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