FA Solutions Selected by Evli Plc for Investment Management Solution

Evli’s introduction of FA Solutions will streamline the diverse and complex requirements of both its institutional and private client requirements in one solution. Through harmonising data across public and private markets into and leveraging automated straight-through processes, the result will deliver tangible time and cost savings creating the platform to scale more effectively.

“We are excited to partner with FA Solutions in our pursuit to continually improve the complex client requirements with real time solutions. After careful consideration, we believe that the FA Platform’s comprehensive features, growth plans and agile architecture align well with our strategic objectives. We look forward to leveraging its capabilities to maintain the high expectations of our clients and drive competitive scalable growth through the benefits of automation.

Panu Jousimies
Head of Execution and Operations

By providing a true front-to-back investment management platform across the business units, FA offers a single-source-of-truth, generating versatile interoperability benefits through simple integrations such as a real time API connection to the Evli client portal, removing the need to reconcile and maintain multiple data sets.

“We’re excited that Evli has trusted FA Solutions in their commitment to deploying the best technology available. The importance to maintain a competitive margin whilst maintaining best practice in investment operations to mitigate risk and manual processes is one FA are very familiar with. We see great potential to continue that journey with Evli and look forward to working together.”

Joey Cozens-Smith, 
Chief Revenue Officer & Managing Director UK

Evli’s decision to use the FA Platform reinforces the importance of technological innovation in the financial services sector. FA Solutions continues to expand our footprint in the market and we remain committed to delivering solutions that empower our clients to deliver a resilient and a future proofed technological ecosystem.

Evli Plc is a leading asset manager in the financial industry, offering a broad range of services including mutual funds, asset management and capital markets services, alternative investment products, equity research, share plan design and administration as well as Corporate Finance services. Responsible investing is integrated in every investment decision and our expertise is widely acknowledged by our clients.

Evli Group employs around 300 professionals and Evli has a total of EUR 18.5 billion in client assets under management (net 3/2024). Evli Plc’s B shares are listed on Nasdaq Helsinki Ltd.

FA Solutions is a provider of investment enterprise software, empowering asset and wealth managers with front-to-back investment solutions. FA Solutions is driven to adopt the latest technological advances to most appropriately benefit our clients, incorporating cloud-first and API-first development principles. FA Solutions was founded in 1999 and launched its now flagship product the FA Platform in 2018. FA Solutions employs over 80 people across the UK & Europe and has offices in Helsinki, Stockholm, London and Riga.

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