Folkhälsan selected FA Portfolio for their investment management solutions. Folkhälsan is a large provider of social welfare and health care services – child welfare and daycare, outpatient clinics for adolescents, rehabilitation clinics for people with disabilities and service housing for the elderly. Folkhälsan consists of regional and local associations and non-profit limited companies and foundations.
Folkhälsan is a major investor in equity, fund, real estate and bond markets. FA provided a solution that automated processes from investment management to the reporting and accounting. The deployment and data migration from the previous portfolio management system was completed within a few months. FA Solutions managed the project and implemented the solution entirely and provides the system as a service.
“We wanted to have a modern software for investment management and reporting – and a good support for these. In 2013, we started to seek out a solution for us along with number of other foundations – FA was a right choice due to their system features, solution portfolio and know-how. The solution gives us a platform to handle our portfolios with complex instruments and report them on demand. We are happy with the solution and thanks to FA’s expertise, the deployment process went smoothly” says Clara Klavenes from Folkhälsan.