Investo Asset Management company selected FA Portfolio for portfolio management, trade reporting, year-end reporting, client reporting and trade orders. The company had a need to find a new system to handle growing needs in portfolio management and reporting. FA Solutions delivered the solution within one month and transferred all the customer, portfolio, transaction, and security data from the previous portfolio management system to FA Portfolio.
“The solution gives significantly increased efficiency in operations compared to earlier solution, especially the new needs for trade reporting . We are happy with the solution and thanks to FA’s knowhow of data, transfer went smoothly”, says Karri Salmi, CEO of Investo Asset Management.