Multi-dimensional portfolios in real-time
Handle any kind of asset types and multi-dimensional portfolio hierarchies in real-time, using a transaction-based portfolio management system, that provides you a solid base for your Investment Book of Records (IBOR). We support you in running your business as required by the regulations of the financial industry, such as MiFID II: gathering background information (e.g. KYC, AML, PEP), providing investment advice and product information (incl. PRIIPs, KID), managing customer relations, delivering proposals, closing deals, generating trade orders and communicating with trading venues, reporting automatically and on-demand, recording audit trails, and much more.
Use anywhere - on the go
With the FA Platform, you can easily automate monotonous and painstaking processes, such as regulatory reporting (FATCA, CRS, MIFIR, etc.), data aggregation from external sources (APIs, SWIFT), corporate action management, and accurate fee calculations.
To harmonize customer service and enhance usability, our solution supports a multi-channel approach on desktop, mobile, or tablet.
Finance Active and FA Solutions have created a new innovative solution which combines multiple engines in one system with a superior user experience.
Monitoring and reporting the overall picture of our financial position is easier when the liabilities and assets are manageable in one system. In addition, we can make the city’s financial management more transparent, which is particularly important for a public organization.
The solution gives us a platform to handle our growing securities and customer base.