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04-12-2019 FA Solutions delivers a new Discretionary Asset Management solution for Max Matthiessen

For immediate release

Stockholm 04-12-2019   FA Solutions is pleased to announce yet another successful deployment of its modern and flexible portfolio management system in conjunction with Max Matthiessen’s launch of its new product offering.

Max Matthiessen, part of Willis Towers Watson group, is Nordic region’s leading consultancy and intermediary in insurance, benefits, HR, and savings. The company has provided financial solutions to its customers for the past 125 years.

As a part of its larger investment in Wealth Management, Max Matthiessen is expanding its customer offering with several new services. The firm introduces more discretionary asset management services on their own depot platform. In addition to the existing management of corporate bonds, the offering is complemented by investments in shares, interest rates, and alternative assets. As a bonus, Max Matthiessen’s customers can now enjoy these features in a fresh new client portal.

FA Solutions was selected to provide the technical support of the solution. The Finnish-Swedish FinTech company managed the deployment project and implemented the solution from start to finish. The deployment included functionalities such as a client portal, rebalance, model portfolio management and trading routines amongst other features that were successfully completed within four months and below the budget.

We are very excited about this new launch. It was received with great excitement internally. Advisors are impressed with a new online portal which removes much of the laborious manual administration an lets them focus on servicing the customers instead.

The FA deployment team did an excellent job.  They listened and understood our needs. The final solution was thoroughly thought through and designed to match our needs.

This is just the starting point for us, and we look forward to taking the next step! We feel very confident to have FA’s support and deliveries of new solutions that will allow us to grow together,” comments Henrik Nilsson CEO at Max Matthiessen Värdepapper AB.

“From FA Solution’s side, we are very proud to have assisted Max Matthiessen with this ambitious project. We are looking forward too many years of productive co-operation,” says FA Solutions Sweden.

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