FA Solutions Supports Octopus Investments on a Revolutionary Overhaul of Investment Management Systems

FA Solutions, a leading provider of innovative investment management technology, is thrilled to announce the successful addition of Octopus Investments (Octopus) to its network of valued clients.

This new partnership looks to fine-tune the investment operations and processes at Octopus, through consolidating various systems across the front to back offices, ultimately delivering efficiency through automation and continuing to maintain a high standard of customer experience.

This will be possible through the adoption of FA’s modern technology and flexible platform architecture, combined with the established expertise of both companies to jointly further the FA Solutions single platform deployment in the UK.

Octopus coordinated a robust selection process for this new partner. Facing significant competition from established technology vendors, FA Solutions was selected due to its depth of functionality, delivered on modern technology, on a single platform, combined with their strong alignment with a partnership mentality.

“We chose FA Solutions after a rigorous evaluation process of all the major market players, and we are confident in their ability to meet our needs,”

said Tcha Willson, Chief Information Officer at Octopus.

“Their commitment to joint innovation and excellence aligns perfectly with our vision for the future of our technology systems, and we look forward to a successful partnership.”

Octopus’ decision to select FA Solutions underscores the wider growing demand for innovative technology in the investment management space. By leveraging FA Solutions’, Octopus and many other firms are seeking ways to streamline their processes, consolidate both public and private markets, ensure robust system performance, and ultimately deliver a superior experience to their clients.

“This partnership represents another significant milestone for FA Solutions, firmly establishing ourselves within the UK asset and wealth technology sector,”

notes Joey Cozens-Smith, Managing Director UK and Chief Revenue Officer of FA Solutions.

“We are truly excited to embark on this journey with Octopus, providing our state-of-the-art solutions that have consistently delivered operational efficiency gains and improved customer satisfaction throughout our existing client base.”


FA Solutions is a leading provider of investment management technology, covering the full front-to-back office operations of both asset and wealth management firms. FA Solutions offers comprehensive solutions designed to meet the modern needs of financial firms across the world.

With a focus on innovation, partnership, and technological excellence, FA Solutions helps over 80 clients fine-tune their operations and deliver superior client experiences through a  single platform, across public and private markets deployed in the cloud as a fully SaaS offering.

FA Solutions was founded in 1999 and has over 80 employees across offices in Helsinki, London, Stockholm and Riga.

Octopus Investments, part of the Octopus Group, is a B Corp-certified investment company for investors who believe their money can be a force for good. We’re on a mission to invest £50 billion in the people, ideas and industries that will change the world.

Today, we invest the £13.5bn* our institutional investors, retail investors and their financial advisers have entrusted to us into the areas where we believe we can have the greatest impact.

We focus our efforts on three investment themes – empowering people, revitalising healthcare and building a sustainable planet – and alternative asset classes across venture capital, sustainable infrastructure, renewable energy, real estate, healthcare and smaller listed companies.

*Funds under management data includes undrawn commitments, funds under advisory mandates and funds monitored. It also includes funds under the management of Octopus Renewables Limited. As of 31st March 2024.

For more information, please contact:

Joey Cozens-Smith
Managing Director (UK), Chief Revenue Officer
FA Solutions
uk@fasolutions.com
0203 451 9533
Fasolutions.com

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