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Archive for Product

 

Increase your Discretionary Asset Management business through rebalancing of client portfolios

In our FA Platform version 3.8 we launched extended functionality for the Asset Management business, especially for the Discretionary Asset

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About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com
Tags: asset management, Discretionary Asset Management, new features, New Version, Platform Update, Wealth Management

Introducing FA 3.7, R&D never ends

The FA Platform version 3.7 was released in June and it provides our clients with foretold improvements to portfolio management.

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About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com
Tags: Asset & Portfolio Management, Family Offices & Private Wealth Management, FinTech, Fund Management & Administration, New Version, Platform Update

Customize columns in FA 3.5 to sharpen your investment analysis

The newest version of the FA Platform, FA 3.5, contains several important improvements and features that we trust you will

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About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com
Tags: Asset & Portfolio Management, Back Office, Discretionary Asset Management, Family Offices & Private Wealth Management, FinTech, Front Office, Fund Management & Administration, New Version

Introducing a new Nordic fixed income data provider Stamdata in FA Platform

Besides developing our product non-stop and adding new features to FA Platform, we put a strong emphasis on providing the

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Tags: Asset & Portfolio Management, FinTech, Partners, Wealth Management

What makes FA Platform the best technology to run your Wealth Management business

In a modern, fast-changing world, it is essential for Wealth Managers to have a reliable and flexible Portfolio Management platform

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About the author

Martina Sundberg

Sales & Account Manager
martina@fasolutions.com
Tags: Asset & Portfolio Management, Family Offices & Private Wealth Management, FinTech, Wealth Management

FA 3.4: New valuation options, enhanced queries and more!

The word that would encapsulate the essence of the newest features added to FA 3.4 is control. Control, because the

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About the author

Antti Kaunisto

Product Specialist
antti@fasolutions.com
Tags: Asset & Portfolio Management, FinTech, New Version, Platform Update

Simplify your Asset Management workflows with FA Platform

Asset Managers have to juggle multiple processes to provide a smooth experience to their clients. From learning about the customer’s

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Tags: Asset & Portfolio Management, FinTech, Wealth Management
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